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Federal Funds Rate, Bond Market, and Real Estate Sector Analysis
The chapter delves into the potential impact of increasing federal funds rates on various bonds and the real estate sector. It explores discussions around the Fed's balance sheet, tax plan effects on market prices, tax policy debates, and profit onshoring. Additionally, the conversation covers scenarios and Fed responses to stock market downturns, considerations for balance sheet unwinding, unemployment rate effects on Fed policy, wage growth, inflation indicators, and credit cycle analysis.