Episode 63: Fed Decision Day — Why Rate Cuts May Never Come

Episode 63: Fed Decision Day — Why Rate Cuts May Never Come

Author: Alan Pavlosky March 18, 2026 Duration: 3:27
Wednesday Treasury update: 10-Year at 4.21% — down from 4.28% last week. Fed expected to hold at 3.5-3.75%. Markets pricing 1-2 cuts max for 2026. Cap rate spreads remain attractive. Inflation sticky at 2.4%.

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Author: Language: English Episodes: 80

What's Hot What's Not CRE
Podcast Episodes
Episode 33: Treasury at 4.28% — Why Stability Beats Rate Cuts [not-audio_url] [/not-audio_url]

Duration: 4:18
Wednesday Treasury update: 10-year at 4.28% — stability is the story. Fed held at 3.5%-3.75%, market now pricing just ONE cut for 2026. Cap rate spreads attractive at 2.29%. Industrial insulated at 41bps sensitivity vs r…
Episode 31: Supply Wave Cresting — 422K Units vs 536K Last Year [not-audio_url] [/not-audio_url]

Duration: 4:31
Monday multifamily update: Apartment completions dropping 21% to 422K units in 2026. Bay Area leads rent growth at 5.9%. Dallas net absorption beats supply for first time since 2021. Sun Belt still digesting oversupply.