Why Energy Prices and Rate Cuts Are Colliding Right Now - 230

This week on Investing with GoodLife Housing Partners — David and Rohan unpack rising energy prices, Fed rate-cut expectations, and major real estate shifts as institutions reposition assets in an uncertain market.

• Weak Jobs Report & Rate Cut Outlook: February’s jobs report surprised with negative payroll growth and higher unemployment, raising questions about whether weakening labor data could push the Fed toward rate cuts later this year. 
• Gas Prices and Inflation Pressure: With gas climbing above $5 could energy costs keep inflation sticky and delay rate cuts longer than investors expect?
• Geopolitics and Oil Volatility: If global conflicts escalate and oil keeps climbing, will that push inflation higher — or could a quick resolution suddenly ease price pressures?
• Universities Selling Real Estate: A major deal saw George Washington University sell a 122-acre Virginia campus to Amazon for $427M to redevelop into data centers — a sign institutions are monetizing land to fund research and operations.
• Amazon Shrinks Its Office Footprint: Amazon plans to eliminate tens of thousands of desks and millions of square feet of office space, raising questions about the future demand for office real estate and how AI-driven efficiency may reshape corporate space needs.

🎧 Tune in now for Episode 230 — a deep dive into rising energy costs, Fed rate-cut timing, and the real estate shifts hiding behind big institutional moves.