Expectations for further easing have lowered since Fed Chair Jerome Powell signaled to a more cautious stance, remarking "what do you do if you’re driving in the fog?

The outpacing of labor supply over job creation signals a cooling economy where hiring demand is moderating, even as workers return.Inflation, Also CoolingInflation remains moderate at 3%, still above the Fed's 2% target but unchanged from last month.

Despite the government’s recent reopening, the economic data blackout continues, leaving investors with limited fresh macroeconomic signals to guide positioning.

𝐅𝐥𝐨𝐫𝐢𝐝𝐚 𝐋𝐞𝐚𝐝𝐬 𝐭𝐡𝐞 𝐍𝐚𝐭𝐢𝐨𝐧 𝐢𝐧 𝐒𝐅𝐑 𝐕𝐚𝐜𝐚𝐧𝐜𝐢𝐞𝐬The newest numbers show a clear trend: Florida’s rental markets are under real stress.𝐒𝐢𝐱 𝐨𝐟 𝐭𝐡𝐞 𝐭𝐨𝐩 𝐭𝐞𝐧 𝐡𝐢𝐠𝐡𝐞𝐬𝐭-𝐯𝐚𝐜𝐚𝐧𝐜𝐲 𝐦𝐞𝐭𝐫𝐨𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐜𝐨𝐮𝐧𝐭𝐫𝐲 𝐚𝐫𝐞 𝐢𝐧 𝐅𝐥𝐨𝐫𝐢𝐝𝐚:Punta Gorda, 5.07%Cape Coral–Fort Myers, 5.06%Homosassa Springs, 4.66%North Port–Sarasota–Bradenton, 4.29%Naples–Marco Island, 4.29%Jacksonville, 4.11%Homes that historically rented quickly are now sitting vacant 2–3x longer than normal.That’s a structural signal, not a seasonal blip.𝐀𝐧𝐝 𝐈𝐭’𝐬 𝐍𝐨𝐭 𝐉𝐮𝐬𝐭 𝐅𝐥𝐨𝐫𝐢𝐝𝐚.

Treasury yields slipped again, with the 10-year hovering near 4%, as weak labor signals and dovish Fed remarks fueled bets on a December rate cut.

Anything that pulls your attention away from the activities that actually move the business forward is a clear signal that the setup needs to be simplified.

Start by choosing a county and one signal with intent (new code violations, pre‑foreclosure filings, utility shutoff lists, tax delinquencies).

“As much as possible” is a negotiation tactic, but early signals suggest another $100 million round is genuinely in play.

When they’re warming up before rates fully settle, it signals renewed confidence heading into 2026.📅 What to Look for This WeekNow that the government has reopened, watch for:September wholesale inflationSeptember retail salesCase-Shiller home pricesFHFA home pricesPending Home SalesThese will heavily influence market sentiment as we move toward the December Fed meeting.📈 Technical PictureMortgage Bonds are testing a dual ceiling at the 25- and 50-day Moving Averages.

We are meant to build.We are meant to grow.We are meant to contribute.If that resonates, consider this a signal flare:Step forward!