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EP54 - Tariff turbulence and whipsawed markets



13 Mar 2025

Cole Perry and Omar Eltorai unwrap the latest parcel of US economic data, from shifting labor and employment trends to insights from the NFIB Small Business Optimism Index. They explore what these signals suggest for small business growth and economic momentum. The conversation sharpens around market reactions to proposed tariffs, the ripple effects on monetary policy decisions, and the potential implications for commercial real estate investors navigating an unpredictable landscape.


Resources Mentioned:

NFIB Small Business Optimism Index

ADP National Employment Report

The Challenger Report

BLS Employment Situation

BLS JOLTS

Balancing returns and responsibility - Strategic innovation in impact investing

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Key moments

  • 01:21 - NFIB Small Business Optimism Index

  • 08:00 - Labor market data analysis

  • 13:19 - Market reactions to tariff policies

  • 15:18 - Impact of tariffs on real estate

  • 29:30 - President Trump's address to congress

  • 32:51 - Upcoming data releases and announcements


Your hosts

People - Omar Eltorai's Profile
Omar Eltorai

Director of Research

Altus Group

Cole Perry's Profile
Cole Perry

Associate Director of Research

Altus Group

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