Keep Your Eye on the Hurricane

Amid a volatile economy where recession predictions abound, Marc talks with Rebecca Rockey, economist and global head of economic analysis and forecasting at Cushman & Wakefield. Rockey shares her outlook for the next 6-12 months, with lows (“warning signs are going off”), highs (industrial’s supercharged returns), and in between (the trifurcated office market). Rockey addresses whether the Fed’s goal of a soft landing is possible, explains the longer-term issues faced by the U.S. and other global economies, and lays out the serious challenge coming soon to the industrial sector. Come for the economic forecast and stay for Rockey’s hurricane analogy at the end of the episode. 

Recorded on March 21, 2023.