Latest / The TreppWire Podcast: A Commercial Real Estate Show
394. The Inflation Games: The Fed Transition & Trimmed Mean PCE, Regional Bank & Mortgage REIT Earnings, & AI-Driven Real Estate Transactions
In this week’s episode of the TreppWire Podcast, we unpack the latest macro uncertainties shaping markets, from the Federal Reserve’s rate outlook to the potential transition to a Warsh-led Fed. We also share a 101 on Trimmed Mean PCE, explaining how the metric works, why it matters, and why it is gaining attention as an alternative way to read underlying inflation trends. We also examine mixed signals across commercial real estate (CRE), highlighting strength in data centers and AI-driven office leasing in San Francisco alongside cooling housing trends. The conversation digs into earnings…
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