
Trading Desk Talk
Historical context on easing-cycle policy-rate changes.

Weekly Trading Desk Talk – September 8, 2025
Rate-cut hopefuls received their golden opportunity on Friday, when the August jobs report....

Weekly Trading Desk Talk – September 2, 2025
The legal battle between President Trump and Fed Governor Lisa Cook escalates.

Weekly Trading Desk Talk – August 25, 2025
A list of 11 possible future Fed Chairs has emerged.

Weekly Trading Desk Talk – August 18, 2025
Is a 50-basis points rate reduction in the cards?

Detroit Multifamily Market Report: Metrics Hold Strong as Deliveries Cool and Demand Diversifies
The impact of future trade and tariff policies on Detroit remains uncertain.

Weekly Trading Desk Talk – August 11, 2025
We find ourselves in anything but ordinary times.

Weekly Trading Desk Talk – August 4, 2025
With two governors dissenting, is a rate cut imminent?

Q2 2025 National Multifamily Market Report: Resilience in the Face of Volatility
Multifamily rents and vacancy rates held steady in Q1 2025

Birmingham Multifamily Market: Steady Demand and Slowing Completions Support Outlook
Slowdown in 2024 apartment deliveries creating demand pressure.

Philadelphia Multifamily Market: An Outperformer, with Significant Submarket Variation
Strong renter demand keeps vacancies well below the national average.

Student Housing Outlook: Staying at the Head of the Class
Strong market fundamentals make student housing highly attractive for investors and lenders.