Office Recovery | Investigative Intelligence

🌍 BERND PULCH GLOBAL REAL ESTATE INTELLIGENCE REPORT

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Jobs blowout: +162K payrolls, rate hike odds surge to 62%. AI capex hits $1T. Q2 global investment $250B. Full briefing.

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Warsh shocks Jackson Hole: no rate cuts, inflation “concerning.” Rate hike odds surge to 55%. AI capex hits $745B. Full briefing.

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US inflation drops to 3.4%. Office vacancy falls 30 bps to 18.3% – largest drop since 2015. AI capex hits $600B–$800B. Full briefing.