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9min chapter
Bond Traders Await US Inflation Data Behind Half of 2024’s Rout
Bloomberg Businessweek
Real Estate Investment Trends and Economic Indicators
Exploring the performance of US REITs amidst sector declines, this chapter emphasizes monitoring real estate fundamentals and economic indicators like CPI and interest rates. It delves into investment strategies focused on sectors with pricing power and the increasing demand for data centers driven by AI capital spending, with insights into companies like Digital Realty and Equinex. Discussions also include potential scenarios for Federal Reserve actions, performance of office sector investments, and global fund strategies comparing economies worldwide.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode