Keep pulling the thread on Willy Walker.
A potential IPO of SpaceX at a valuation of $1.5 trillion to $2 trillion would require a significant reallocation of capital from other market sectors.
The rise in oil prices from $60 to $100 per barrel is projected to add almost a full percentage point to the CPI print.
Kevin Warsh is expected to become the new chairman of the Federal Reserve.
A large volume of both 5-year and 10-year commercial real estate loans are expected to mature simultaneously around 2030, creating a potential refinancing bottleneck.
Limited partners are pressuring commercial real estate private equity funds to return capital before they will commit to new funds, which is forcing transaction volume.
It is currently significantly cheaper to rent a home in the United States than to own one, based on a comparison of average rent versus mortgage principal and interest payments.
Owner's Equivalent Rent (OER), which is described as a "completely made up number," accounts for 25% of the CPI and is keeping the inflation print artificially high.
The federal government reduced its workforce by almost 250,000 jobs in 2025, representing nearly 10% of the total.
The U.S. federal government is projected to run a $2 trillion deficit in 2026.
A recent Senate bill, passed 91-8, includes a provision requiring Build-for-Rent communities to be sold within 7 years of construction.
The Build-for-Rent market has been frozen since the Senate passed legislation requiring a 7-year sale provision.
JPMorgan Chase has reduced its New York-based workforce from 45,000 to 35,000 while increasing its Texas-based workforce from 5,000 to 30,000 during Jamie Dimon's tenure.