trepp • SEPTEMBER 21, 2026

A September report from Trepp examines refinancing risks in the $29.26 billion securitized student housing market, highlighting $5.29 billion in debt with yields below 8.0%. While immediate maturity concerns are limited, with $423.82 million due in 2026 and 2027, significant refinancing pressure is expected in 2029 and 2030, especially for private-label CMBS with weaker fundamentals. The report underscores the importance of maintaining property performance to mitigate these looming risks.

AGC Construction Data • SEPTEMBER 18, 2026

A report from AGC Construction Data reveals that construction employment rose in 35 states and the District of Columbia from August 2025 to August 2026, with 31 states adding jobs between July and August. Despite these gains, officials from the Associated General Contractors of America highlighted potential challenges ahead, including rising moratoriums on data centers and delays in federal funding for highways and transit. Ken Simonson, the association's chief economist, noted the growth while emphasizing concerns over ongoing threats to the industry.

Goldman Sachs • SEPTEMBER 18, 2026

Goldman Sachs' September report highlights a significant shift in artificial intelligence (AI) from experimentation to practical implementation, focusing on the emerging market for consumer AI agents. These agents assist users with various tasks and are expected to be monetized through advertising and subscription models as companies increase AI integration. The report also addresses potential risks and infrastructure investments as well as the need for deflation in token pricing to enhance adoption and utility.

J.P. Morgan Asset Management • SEPTEMBER 17, 2026

A report from J.P. Morgan Asset Management, dated September 17, 2026, examines the Federal Open Market Committee's decision to increase the target Federal Funds rate by 25 basis points to a range of 3.75%-4.00%. The report addresses inflation trends, revised growth and unemployment forecasts, and market reactions, while emphasizing the implications of potential future rate hikes in the context of global monetary policies.

J.P. Morgan Asset Management • SEPTEMBER 16, 2026

A report from J.P. Morgan Asset Management highlights growing concerns over artificial intelligence (AI) safety amid competitive tensions among major tech labs, following a call for a slowdown in model advancements. The document discusses key factors influencing safety focus, potential impacts on capital expenditures, market reactions to recent trends, and emphasizes the importance of strategic portfolio diversification.

Pittsburgh City Council • SEPTEMBER 15, 2026

The Pittsburgh City Council meeting on September 15, 2026, included a roll call of all nine council members and a motion to amend the agenda. The meeting featured several proclamations, resolutions addressing housing policies, and discussions on funding for infrastructure projects and community services. Additional motions related to grants and legal consulting were also adopted before the meeting concluded.

J.P. Morgan Asset Management • SEPTEMBER 14, 2026

A September report from J.P. Morgan Asset Management analyzes the Federal Reserve's upcoming interest rate decision in light of current economic pressures and credibility concerns. The report highlights factors such as rising oil prices and mixed economic indicators while discussing the complexities within the Federal Open Market Committee's voting dynamics.

AGC • SEPTEMBER 11, 2026

A report from the Associated General Contractors of America (AGC), dated September 11, 2026, outlines trends in construction input prices and market conditions. In August 2026, input costs for new nonresidential construction rose 8.9% year-over-year, influenced by global demand, supply constraints, and tariffs. The report also notes a decline in new orders and order backlogs in the construction sector, despite modest overall economic activity increases.

AGC Construction Data • SEPTEMBER 10, 2026

A September report from AGC Construction Data reveals that construction input costs for new nonresidential projects rose by 8.9% from August 2025 to August 2026. This increase is attributed to ongoing conflicts in the Middle East and substantial tariffs on key materials, resulting in project delays and challenges to feasibility. The findings highlight that rising materials and labor costs are significant factors contributing to project cancellations and postponements.

Pittsburgh City Council • SEPTEMBER 9, 2026

The Pittsburgh City Council meeting on September 9, 2026, is scheduled to include roll call, a pledge of allegiance, and agenda amendments. The agenda features proclamations honoring local organizations and several resolutions related to funding, including authorizations for grants, donations, and amendments to service agreements. Additional discussions will address appointments to the Housing Opportunity Fund Advisory Board and communications on city surveillance technology.