Posts Tagged ‘US economy’

US June Employment Report:Upside Surprise

As the economy improves, interest rates will rise. The good news is, the reason for the increase is a healthier economy and that is good for everyone.

US Consumers May Finally Be Ready to Spend Again

The Current Conditions component of the Index of Consumer Sentiment is one of the better indicators of consumer spending. It is suggesting that consumers feel wealthier and better off in general today than they have in many years…If they begin to increase their spending more rapidly, it will boost the entire US and global economy.

Housing Becomes a Contributor

One of the most important influences on the US economy’s performance in 2013 and beyond is the expected shift in the housing sector from a drag on economic activity to a source of stimulus. Over the past several months there has been a growing body of evidence that housing is reviving. The three major measures [...]

U.S. Industrial Sector Outlook

Can a silver lining be found within the sputtering U.S. economy?  After showing tepid positive momentum, growing at an annual rate of 2.5% in the second half of 2011 and 1.9% in the first quarter, the U.S. economy has waned.  Now added to the uncertainty of the European debt crisis and anemic U.S. job growth [...]

2011 Year-End Retail Round Up

As we approach the end of another year, the U.S. economy continues its measured recovery.  Gross Domestic Product grew at a 2.5% annual rate in third quarter 2011, bolstered by consumer spending, investment and exports, and a 1.1% year-over-year increase in non-farm payrolls that resulted in a net gain of roughly 1.5 million new jobs. [...]

Natural and Man Made

There were natural disasters and man-made disasters and together they brought the economy to a screeching halt.

Optimism Replaces Pessimism

The phrase “double dip” has become a thing of the past as the economy has accelerated. Today forecasts for 2011 are being revised upward. Stronger growth will boost commercial real estate in the coming year.

What a Difference a Border Makes: An Americas Comparison

An old boss used to say, “these charts aren’t complicated, when the line goes up things are good and when the line goes down things are bad.” Perhaps a tad simplistic but when we look at the old supply – demand paradigm as it relates to real estate, there’s little doubt that when vacancies are [...]

The (Re)Financing Gap

Over the next several years the US commercial real estate market will confront approximately $1.4 trillion in de-levering loans.  Many of these were issued in “peak value”, “peak LTV” years of 2005-2007 (5-7 year loan maturities will come due in 2010-2014, and 10 year loans will come due in 2015-2017). While de-levering can be a [...]

Consumer Confidence Concerns

Although I have been focusing on the importance of the business sector in this recovery, we can never forget the consumer. Even with slower growth, consumer spending in the second quarter of 2010 accounted for 70.3% of total GDP. This is less than the 71.3% it accounted for in early 2009, but still a considerable [...]