Toll Brothers luxury moat meets a tougher market test
Stafford County, with one operational data center, posted a 29% increase to $1,024. Impact of AI data centers on education spending — Northern Virginia Loudoun County 176 data centers #1 in US $2,955 /resident (2025) Prince William Co. 77 data centers #3 in US $1,589 /resident (2025) Fairfax County 45 data centers #5 in US…
Key insight: A new survey of consumer credit companies by the American Financial Services Association found they have a negative outlook on business conditions for the first time in two years. What’s at stake: The downturn in expectations is likely a reflection of the potential for higher interest rates, as well as a decline in…
Alistair Berg/DigitalVision via Getty Images Market overview The second quarter of 2026 had no dearth of macroeconomic and corporate developments, but an inattentive investor checking in at the end could be forgiven for surmising it was all about artificial intelligence (AI). The
Mortgage rates dropped moderately today after the latest jobs report showed much lower jobs created than expected. The monthly jobs report is one of the most–if not THE most–important pieces of economic data to the rate market on any given month. If the numbers are close to forecasts, there isn’t always a big reaction. Today’s…
Trade tensions are flaring between the Trump administration and Canada once again. On Monday, Donald Trump announced a new 50% tariff on some Canadian goods under Section 338 of the Tariff Act of 1930, which empowers the US President to impose additional duties of up to 50% on imports from any foreign country that discriminates…
Casey MacMaster For the past two years, one word has dominated conversations about the Sunbelt apartment market: oversupply. The numbers behind the narrative are real. A wave of multifamily projects that broke ground during the pandemic construction boom came online between 2023 and 2025, flooding many fast-growing markets throughout the Southwest and Southeast with new…