20d (edited) • Economics
Knock on effects of lower real rates
Watching these sectors (homebuilders, real estate- etfs XHB, XLRE) next few months - even if Fed keeps rates steady, sound hawkish and/or bring up higher inflation expectations.
Understanding credible threat framework better now, would not be surprised if those sectors actually (surprise!) fare better than mainstream narrative thinks. Let's see.
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Knock on effects of lower real rates
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