2024-07-15 06:36:30 ET
Summary
- Last week, CPI and PPI data sent a signal that the inflation is subsiding.
- This allowed the market to recalibrate the interest rate expectations.
- The interest rate sensitive assets such as REITs responded nicely.
- These dynamics send both a good and bad message for investors.
- In this article, I explain why dividend investors have to really contemplate on stepping up their investment game by investing in REITs now.
The context
In the last week, the markets were able to enjoy encouraging data points on the inflation front, which showed some signs of subsiding CPI (consumer price index) and PPI (produced price index). For example, the CPI rose 3% on a year-over-year basis, which was better than expected and also lower by 30 basis points lower than in the month before. Similarly, the PPI excluding food, energy and trade was flat, indicating a potential inflection point in the overall inflation trajectory....
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For further details see:
Time Is Ticking For Dividend Investors, Let's Scope REIT Dividends Now