Post by
garyreins on Jun 27, 2024 9:38am
REITS = DEAD IN THE WATER
Perfect ...inflation going back up with 5-5.5%% rates. Gotta love it. Imagine having a very poor correlation to CPI and thinking its the right tool.
IN fact, we should be in DEFLATION given the lag and latency of the hikes
Comment by
Torontojay on Jun 27, 2024 9:43am
Mant corporates and households in the US have locked in low rates during covid. What did you think was going to happen?