Flying In The Dark

2025-10-05 09:00:00 ET

Real Estate Weekly Outlook

U.S. equity markets rallied to fresh record-highs this past week - while benchmark interest rates moderated - as investors leaned into rate cut expectations following a wave of soft employment data and a Federal Government shutdown, which delayed the critical nonfarm payrolls report. For the fourth time since 1995, the federal government entered a partial "shutdown" - a suspension of non-essential federal agencies - after the U.S. Senate failed to reach the 60-vote threshold required for passage of an appropriations bill. Deferring to experience from prior shutdowns in 2013 (16 days) and in 2018 (35 days), markets largely shrugged off the latest Congressional impasse, with investors still anticipating a similar pattern of political theater followed by a resolution when the temporary delays in non-essential services become meaningfully disruptive and politically costly....

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