Weekly Recap

Financial markets responded to October’s PCE inflation data with Treasury yields declining and increased expectations for December Fed rate cuts, as officials signal continued moderation in inflation. In Berkeley development news, an ambitious 20-story tower with 117 units is proposed near UC Berkeley, leveraging state density bonus programs, while Emeryville sees the revival of a smaller five-story, 16-unit condo project on Filbert Street that had been dormant for six years.


Yields Drop After PCE Inflation Data
Treasury yields declined Wednesday following the October personal consumption expenditures price index report, CNBC reports. The 10-year yield fell 5.4 basis points to 4.248%, while the 2-year yield decreased 3.3 basis points to 4.221%.

Markets are pricing in a 67% probability of a Fed rate cut in December, according to CME FedWatch data. Fed minutes released Tuesday indicated officials see inflation moderating and expect gradual rate cuts ahead. The current Fed funds rate target range is 4.50-4.75% following recent cuts in September and earlier this month.

20-Story Housing Tower Proposed Near UC Berkeley
SFYimby reports that development permits have been filed for a 200-foot residential tower at 2425 Durant Avenue in Berkeley’s Southside neighborhood. The Yes Duffy Architects-designed project will create 117 units with 248 bedrooms, replacing two existing low-rise structures. The 135,750-square-foot building will include 18 affordable units and amenities spread across multiple floors, including a rooftop deck. Using SB 330 for streamlined approval and the State Density Bonus program for increased density, the project will be located one block from UC Berkeley’s campus. The tower will feature ground-floor retail space and parking for 82 bicycles.

Five-Story Condo Project Revived on Filbert Street
SFYimby reports that updated permits have been filed for 3223 Filbert Street in Emeryville, reviving a proposal from six years ago. The Architecture by Langston-designed project would create a five-story, 16-unit condominium building on a vacant 6,250-square-foot lot. Located between San Pablo Avenue and 32nd Street, the infill development’s application is currently under review.

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Weekly Recap

Financial markets responded to October’s PCE inflation data with Treasury yields declining and increased expectations for December Fed rate cuts, as officials signal continued moderation in inflation. In Berkeley development news, a ambitious 20-story tower with 117 units is proposed near UC Berkeley, leveraging state density bonus programs, while Emeryville

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