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
Balancing returns and responsibility - Strategic innovation in impact investing
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
Omar Eltorai
Senior Director of Research
Altus Group
Cole Perry
Associate Director of Research
Altus Group
Resources
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