Chutes and Ladders – A Sobering Week as the Bull Case Meets Reality
About this episode
The episode discusses the recent shifts in market conditions and economic indicators that have impacted investor sentiment.
Just a week after building a bullish case for the second half of 2026, the market narrative shifted dramatically. Treasury yields climbed back above 4.5% as geopolitical tensions reignited in the Middle East, the AI equities trade went from rally to rout in a matter of days, and investors were once again left questioning the forecast. Join Manus Clancy and Dianne Crocker as they unpack what changed, including a surprisingly weak jobs report, renewed volatility across financial markets, and gr...
People in this episode
Host: Manus Clancy
Guest: Dianne Crocker
Topics covered
- market analysis
- geopolitical tensions
- financial volatility
- economic forecasts
- job market
Keywords
- Treasury yields
- geopolitical tensions
- AI equities
- jobs report
- financial markets
Mentioned in this episode
Organizations: Treasury
Places: Middle East
More episodes of The CRE Weekly Digest by LightBox
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- Hope Is Not a Strategy—Why CRE Keeps Moving Forward
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