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If you add back the Toys R Us layoffs, the employment report was pretty much on target, and the prior months adjustments up made it even better than we thought.
It will be a very big week for earnings reports, and they will be better than expected, and will show extremely strong revenue and earnings continue to be generated.
Investment capital will continue to flow to the US as other parts of the world destabilize. The US economy will continue to thrive for at least another two years, and maybe longer.
In order to fully understand where Chinese investment in CRE might go over the next few years, it is important to understand what the real war that is…
In the past the US has backed down when faced with retaliation when we have imposed steel tariffs, and so US steel companies suffered, but what will happen this time?
For CRE in the warehouse distribution business, like with the shortage of qualified truckers, there is also a shortage of qualified workers. The answer now is AI and robotics.