In this episode of FireSide, the Investment Research team offers their Q3 outlooks for macro, credit markets and commercial real estate. The first half of the year saw a contradictory confluence of pessimism and impressive performance. That has left investors rethinking the popular market ideas they’ve held for the past 15 years.  

 

Join Head of Research Robert Hoffman, Chief U.S. Economist Lara Rhame and Director, Investment Research Andrew Korz as they shed light on CRE corrections, Fed rate hikes and the key indicators they’re watching for a potential slowdown. 

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