Doves Take The Wheel

2025-11-30 09:00:00 ET

Real Estate Weekly Outlook

U.S. equity markets staged a broad rally in the holiday-shortened week, while benchmark interest rates dipped to the cusp of multi-year lows, after a downbeat slate of economic data and a mixed early read on holiday spending trends reinforced investor conviction in a December Fed rate cut. Reports that Economic Council Director Kevin Hassett - a close Trump ally - has emerged as the frontrunner to succeed Fed Chair Jerome Powell in 2026 further sharpened expectations for a more explicitly dovish policy approach, reviving appetite for long-duration and rate-sensitive equity sectors, as investors priced in a lower terminal-rate environment and a steeper path of 2026 policy accommodation....

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