by Ross Bowler | Sep 22, 2024 | Market Commentary
Normalization The ad nauseam discussion of when the Federal Reserve would cut interest rates finally concluded on September 18th when Jay Powell announced a 50-basis point reduction in the Fed Funds rate. While speculation has immediately shifted to predictions about...
by Ross Bowler | Aug 23, 2024 | Market Commentary
Motion Newton’s Laws of Motion define action in the physical world. The third law states that for every action there is an equal and opposite reaction. Because we are believers in science, we tend to apply these principles to arenas beyond the physical world....
by Ross Bowler | Jul 18, 2024 | Market Commentary
A Glimpse at the Future? Earlier this month, a report of a cooling jobs market, closely followed by a CPI report that consumer prices declined in June, provided more than enough fuel to reignite speculation the Fed would soon begin cutting interest rates. The fever...
by Ross Bowler | Jun 24, 2024 | Market Commentary
Back in 2018, 2nd Market Capital attached to the phrase, “REITs Touch Every Economic Sector”. Marketing slogans often quickly go musty, and dusty, and lose their significance, but based on how world economies are evolving, this statement is more accurate than ever....
by Ross Bowler | May 22, 2024 | Market Commentary
Patient Money Strong economic news from March dashed hopes of a June rate cut and in response, the MSCI REIT Index declined more than 7% in April. Moderating CPI and jobs data earlier this month caused REIT prices to rebound significantly in May, but we want to...