Capital Markets

Chair Jerome Powell made clear that the central bank will follow the data.

There is aggressive bidding on some multifamily, industrial and retail assets.

Out of five executives, four predict growing investor demand for CRE assets.

This will see the size of investors' appetites for office refinancing.

Wall Street worries whether CRE will get great payoffs from deal exits.

He said geopolitics is a bigger issue than most people are considering.

It's not just getting a budget but starting to manage deficits and ultimately the public debt.

Expect a lot of volatility through the rest of the year, with some events possibly disrupting markets.