The sector has faced challenges since early 2022, as the Federal Reserve's interest rate hikes in response to inflationary pressures led to a sharp decline in transactions, higher capitalization rates ...

Yardeni Research offers a pointed observation: the current environment resembles the conditions that led to a stock market "meltup" in the 1990s. A meltup refers to a sharp and unsustainable rise ...

1) ‘How Should We Think About the Post-COVID Economy?:’ According to the note, fiscal support played a significant role in sustaining consumer demand during the pandemic, with excess savings boosting ...

They note that while the Fed’s move was designed to show its commitment to staying ahead of inflation risks, the general expectation remains a series of 25bp cuts going forward. According to Powe ...

While tariffs are often seen as one-off price increases akin to specialized sales taxes, their influence on inflation is far more complex and pervasive. Analysts at UBS warn that the impact of ta ...