TSX:AX.PR.E - Post by User
Post by
garyreinson Jan 21, 2025 3:47pm
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Post# 36414005
Heres' my thesis.
Heres' my thesis.Imagine the trend of the 10yr diving from 4.80 to 4.55ish today, and VNQ snapping back 7% in record time, was going to continue a fixed income rally from oversold conditions as we recoup the reality that inflation prints may be ok and further cuts could come by spring.
XRE and cad reits would start surging in a FOMO and short covering trade about now...even if it turns out to be fake, theres gotta be some upward pressure here IMO
the fact that this isnt happening is very VERY CONCERNING