July 22nd – Scaling Back
What I’m Reading Scaling Back: Higher prices for personal- and home-care items are driving Americans to purchase fewer consumer staples as inflation crimps budgets. Bloomberg
July 21st – Tipping Point?
What I’m Reading Tipping Point? Industrial developers are delivering nearly 700m sf of warehouses across the US following two years of record absorption. Tenant demand
July 20th – Bad Vibes
What I’m Reading Bad Vibes: Homebuilder sentiment dropped 12 points to 55, according to a monthly survey from the National Association of Home Builders, the
July 19th – Head for the Border
What I’m Reading Head for the Border: Onshoring and nearshoring production trends will increase emphasis on logistics facilities near border locations and intermodal hubs with
July 18th – Contagion
What I’m Reading Contagion: The housing affordability crisis used to be a coastal, blue state issue. It has now gone nationwide. New York Times When
July 15th – Looking Ahead
What I’m Reading Looking Forward: CPI hit a 40-year high but its a backward-looking number. Many forward looking indicators are starting to tell a very