REIT - The Bulls Are Back
2025-06-29 09:00:00 ET
Real Estate Weekly Outlook
U.S. equity markets surged to fresh record-highs - while benchmark interest rates dipped to two-month lows - as investors cheered a confluence of positive headlines - a temporary ceasefire in the Middle East, productive trade talks with China and the EU, and progress on the GOP's sweeping tax and spending bill. Oil prices tumbled after the United States destroyed a trio of Iranian nuclear facilities over the weekend in a formidable and decisive show of force, eliciting a ceasefire between Israel and Iran in a red-hot conflict that was trending towards another entangling quagmire. Meanwhile, traders priced in additional rate cuts as tumbling oil prices and economic data that remains devoid of meaningful inflation prompted dovish dissents from several Fed officials, pushing back on Chair Powell's insistence on tariff-driven inflation....
The Bulls Are Back