This week on Investing with GoodLife Housing Partners — Black Friday breaks spending records, the Fed edges toward a December rate cut, and data-center capital spending drives nearly all of America’s GDP growth.
- Holiday Spending Spike: U.S. shoppers spent $18B across Thanksgiving + Black Friday, yet economists warn it may mask weakening sentiment and higher borrowing.
- NYC’s “Blue Highway” Plan: The city pushes package delivery by water to reduce truck and road congestion — could industrial waterfront real estate make a comeback?
- Fed Cut Odds Jump: Market odds hit ~80% for a December rate cut; FOMC is unusually split, raising the chance of a rare stalemate?
- Data Centers = GDP Engine: Tech giants’ $400B+ in AI/data-center capex accounts for 92% of 2025 GDP growth. Is this sustainable or a bubble forming?
- Office Market Divergence: Manhattan Class A leasing hits a post-pandemic high while Century City restaurants and retail remain visibly weak.
🎧 Tune in now for Episode 219 — a deep dive into consumer strength, Fed uncertainty, and the data-center wave powering the U.S. economy.
