NorthWest Healthcare Properties Real Estate Invest 10 Convert Sub Debentures 31 March 2025 T.NWH.UN

RE:explanation

[Matteo93]

Bc most of the debt is USD denominated so stock will be most weighted toward the policy of which the majority of its debt is denominated, and as of January, Fed funds futures were pricing in something like 7-8 cuts this year.. now we will be lucky if Fed cuts by December. So, stock is off because it's too little too late.. not in the sense that the company will go out of business, just that the value trade is postponed. Not to mention US deficit will hit record and that means US treasury selling, that by extension means rates could touch 5% or more again with all the debt that needs to be issued.