Top story: 'Soft Jobs Data Boost Odds of January Fed Cut' after delayed November employment situation report.[4] Twin Cities analysis: 'What the Twin Cities Tell Us About Fixing the Housing Crisis.'[4] Retail: 'Walmart and...' updates on commercial real estate ties.[4] Published Thursday, December 18, 2025.[4]

Soft Jobs Data Boosts January Fed Cut Odds Dec 18

Soft US Jobs Data on Dec 16 Lifts Odds of Fed January Rate Cut to 70%

December 18, 2025 • 1 min read • jobs report , federal reserve

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November jobs report released December 16 shows softer hiring, boosting market bets for Federal Reserve rate cut in January after today's policy decision.[4]

Overview

MBA Commercial/Multifamily NewsLink highlights soft November jobs data out December 16, elevating odds of a Federal Reserveederal" class="inline-tag-link">Federal Reserve cut in January, amid today's Fed meeting.[4]

Key Developments

Top story: 'Soft Jobs Data Boost Odds of January Fed Cut' after delayed November employment situation report.[4]
Twin Cities analysis: 'What the Twin Cities Tell Us About Fixing the Housing Crisis.'[4]
Retail: 'Walmart and...' updates on commercial real estate ties.[4]
Published Thursday, December 18, 2025.[4]

Analysis

Factor	Current Status	Implications
Economic	Soft payrolls post-shutdown delay	Higher January cut odds counter Fed's cautious December 18 stance, aid multifamily lending.[4]
Political	N/A	Housing crisis fixes via regional models like Minneapolis could inform national policy.[4]
Social	N/A	Walmart expansions signal consumer resilience despite market volatility.[4]

Expert Reactions

MBA aggregates: Industry voices on jobs softening Fed path.[4]

What's Next

Watch post-CPI lending surveys for multifamily trends.

Written by MBA Staff Mortgage Bankers Association

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