Post by
garyreins on Oct 22, 2024 10:58am
I said this before, and Ill say it again...
Its absolutely nuts to think how much higher all these canadian reits would be knowing the BOC is racing to neutral now, after the 1.6% below target inflation print, if it were not for this super-duper US economy strength. Supposed strength that is. Even the IMF is trying to pivot from the narrrative saying inflation is beat.
A weak september jobs or GDP and the 10 yr would be racing to 3%. Wed all be millionaires like DZ on yachts by now
reit prices are still vey depressed relative to 2022-2023.
this may be the time to load up, we shall see