Warehouses Outperform in Cloudy Commercial Real Estate Environment
May 1, 2023 – Chief Investment Officer, Stuart Katz was featured in Chief Investment Officer Magazine to discuss ‘Warehouses outperform in a cloudy commercial real estate environment.’ “Many people developed new habits during the pandemic and we don’t see them going back,” says Katz. “This was the case before the pandemic, but people spending so […]
What Can Break The S&P 500 Out of the Current Trading Range?
By John Lau May 1, 2023 – The S&P 500 has stayed broadly rangebound for most of 2023, trading between a low of 3,800-ish and a high of 4,200-ish.[1] For the market to break out of the current trading range, though, I believe real progress has to show up in the monthly jobs reports, CPI […]
Let’s Not Get Sucked In
May 1 , 2023 Good morning, The big news headline this morning is the JPMorgan rescue takeover of First Republic Bank. The big event this week is Wednesday afternoon’s Fed decision on rates now and hopefully insights into the tightening cycle in the months ahead. Do you see the contradiction there? In a week where […]