The first full week of 2026 delivered a rapid series of headlines, some encouraging, some concerning, and a few real head=scratchers. In this episode, Manus Clancy and Dianne Crocker break down a week of unpredictable news, from mixed macro signals and surprise policy proposals to the year’s first “didn’t-see-that-coming” geopolitical development in Venezuela. With December behind us, LightBox’s Transaction Tracker and CRE Activity Index data is out. December’s CRE Activity Index dipped...
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The first full week of 2026 delivered a rapid series of headlines, some encouraging, some concerning, and a few real head=scratchers. In this episode, Manus Clancy and Dianne Crocker break down a week of unpredictable news, from mixed macro signals and surprise policy proposals to the year’s first “didn’t-see-that-coming” geopolitical development in Venezuela. With December behind us, LightBox’s Transaction Tracker and CRE Activity Index data is out. December’s CRE Activity Index dipped...
Diverse Data Signals – Equity Highs, Housing Pops, and Multifamily Moves
The CRE Weekly Digest by LightBox
33 minutes
3 months ago
Diverse Data Signals – Equity Highs, Housing Pops, and Multifamily Moves
For the week ending September 26, the LightBox team unpacks a market full of data contradictions. Fed Chair Powell may have given equity investors a sentiment reset, but stocks remain near record highs with CAPE (Cyclically Adjusted Price-to-Earnings) ratios at 40, rivaling the dot-com bubble era. Still, there’s concern over tariffs, labor softness, and massive AI-driven capex weighing on earnings. Consumers continue to spend on value items as FedEx’s 5% rise in U.S. package volumes sho...
The CRE Weekly Digest by LightBox
The first full week of 2026 delivered a rapid series of headlines, some encouraging, some concerning, and a few real head=scratchers. In this episode, Manus Clancy and Dianne Crocker break down a week of unpredictable news, from mixed macro signals and surprise policy proposals to the year’s first “didn’t-see-that-coming” geopolitical development in Venezuela. With December behind us, LightBox’s Transaction Tracker and CRE Activity Index data is out. December’s CRE Activity Index dipped...
