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The Fed, Rate Cuts, and the CRE Reset with former Fed Insider Tyler Wiggers
Manage episode 477757553 series 3642898
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The timing for this conversation couldn’t have been better.
Former Federal Reserve insider Tyler Wiggers gives us a break down on what the Fed is thinking right now about monetary policy especially in the wake of the tariff turmoil and market volatility. He shares why rate cuts may be further off than the market (and the Trump administration) hopes, and how the Fed is tracking stress points in real time, including CRE loan concentrations and the surge of hot money. Buckle up for a good history lesson on comparisons to the Great Financial Crisis and CMBS TALF (Term Asset backed Securities Loan Facility) the Fed’s bold move in 2008-2009 to help unfreeze the credit markets. From tariff-fueled inflation pressures to the signals hidden in the 10-year yield and redemption queues, Tyler offers a clear-eyed view of where the risks are mounting. He also weighs in on a big strategic question: is this a moment to play offense or tighten up and defend? Don’t miss his take on what could be the canary in the coal mine for U.S. assets—and what Fed Chairman before Jay Powell really wants to see before the Fed pivots.
02:45 Market Volatility & CRE Risk at Regional Banks
08:10 Signals the Fed Watches (That You Might Not)
13:00 Lending Strategies During Uncertainty
16:45 Rate Cuts & the Tariff Effect
23:30 The Rise of Private CRE Lending & Its Risks
28:00 Structural vs. Cyclical Reset in CRE
34:50 Behind the Scenes of CMBS TALF & GFC Recovery
Have questions for the pod team? Send them to [email protected].
www.lightboxre.com
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