Six Months In – The Market's Biggest Surprises and What's Next
About this episode
The episode discusses the unexpected developments in the commercial real estate market during the first half of the year and what lies ahead.
The first half rewrote the script for 2026. Now the question is whether commercial real estate can keep outperforming expectations. In this special Fourth of July episode, Manus Clancy and Dianne Crocker sit down for their mid-year reckoning of a year that has not gone according to script. The January playbook, built on rate-cut optimism and cooling inflation, was obsolete by February, replaced by war in the Middle East, a 75-basis-point spike in the 10-year Treasury, and a Fed prompting chat...
People in this episode
Host: Manus Clancy
Guest: Dianne Crocker
Topics covered
- commercial real estate
- market analysis
- economic trends
- mid-year review
- interest rates
- inflation
Keywords
- commercial real estate
- market surprises
- interest rates
- inflation
- 2026 predictions
- economic outlook
Mentioned in this episode
Organizations: Federal Reserve
Places: Middle East
More episodes of The CRE Weekly Digest by LightBox
- “As Good As It Gets”? The Second Half Gets Another Stress Test
- Chutes and Ladders – A Sobering Week as the Bull Case Meets Reality
- “Banks Are Back, Baby.” Buckle Up for H2 2026
- Hope Is Not a Strategy—Why CRE Keeps Moving Forward
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