Tariff Shockwaves and Private Credit Stress Signals - 228

This week on Investing with GoodLife Housing Partners — David and Rohan break down tariff-driven volatility, sticky inflation data, Fed tone shifts, and what it all means for real estate capital flows in 2026.Tariff Whiplash: Policy uncertainty around executive tariff authority triggered market volatility and raised questions about refund exposure and forward pricing risk. How should operators underwrite costs when policy can flip overnight?Inflation vs. Growth Tension: Recent data showed inflation running hotter than expected while GDP growth moderated — reinforcing the “higher for longer” rate narrative. Does this delay meaningful rate cuts?Fed Tone Shift: The Fed’s messaging has leaned more cautious following mixed inflation and growth prints, signaling patience rather than urgency. Is the market overpricing cuts again?Roosevelt Hotel Redevelopment Twist: An unusual cross-border redevelopment dynamic highlighted how geopolitics and real estate can intersect in major gateway markets like New York.Private Credit Liquidity Watch: Headlines around redemption limits in private credit funds resurfaced liquidity concerns. Is this normal fund structure mechanics — or an early stress indicator for the broader credit markets?🎧 Tune in now for Episode 228 — tariff volatility, Fed patience, and where capital is cautiously repositioning in real estate.