BNL - Fed Looms Over Mid-Summer Rally
2025-07-27 09:00:00 ET
Real Estate Weekly Outlook
Ahead of a frenetic week of newsflow, U.S. equity markets rallied to fresh record highs this week, while benchmark interest rates were little changed as investors cheered upbeat corporate earnings results and several major trade deals before the looming August 1st " hard deadline " for reciprocal tariffs. Months of tariff bemoaning and general pessimism have surrendered in recent weeks to mid-summer optimism - even flashes of "meme-mania" tariff increases have, so far, proven to be less impactful than feared to corporate bottom lines and broader consumer price levels, but a barrage of obstacles - including a Fed that is ever-eager to play spoiler - loom in the week ahead....
Fed Looms Over Mid-Summer Rally