Core Insights - The Federal Reserve's interest rate cuts in September have negatively impacted the real estate sector, particularly real estate investment trusts (REITs) and related ETFs, which have shown losses over the past 30 and 90 days [1] Group 1: Market Performance - Despite recent disappointments, investors are advised not to hastily dismiss REITs and related ETFs, as further rate cuts may present new opportunities [2] - The ALPS Active REIT ETF, which is actively managed, could be a viable option for investors looking at real estate funds [2][3] Group 2: REITs with Recovery Potential - Some REITs, such as Americold Realty Trust (COLD), have seen significant declines (down nearly 51% over the past year) but may now represent value plays with rebound potential [4] - Morningstar analysts highlight Americold as a top idea in the sector, alongside Federal Realty Investment Trust (FRT), which is down 13.21% year-to-date but may recover as interest in retail REITs grows [5] Group 3: Federal Realty Investment Trust (FRT) Analysis - Federal Realty has the highest average population density and per capita income among shopping center REITs, which supports its strong growth prospects and high dividend yield [6] - Concerns regarding 10% of Federal Realty's rent coming from office tenants have contributed to its sell-off, but its high-quality portfolio is expected to trade at a premium compared to industry peers [6]

Let's get to your Q4 pick. What's your best idea for Q4. So, I like Frank Biotech, the IBB.It's interesting. This this sector or sub sector I should say has been on the map for some while. It's been on the sidelines for all the price action that we've seen in the concentrated performance in AI and AI adjacent.But this uh the sector, the sub sector is up 15% year to date. It's up 36% since the April lows and it's up about 9% since the September since late September. So, we like this sector into the back end ...

Core Viewpoint - U.S. stock futures experienced an increase following a volatile trading session characterized by mixed messages regarding trade relations between the U.S. and China [1] Group 1 - U.S. stock futures rose early in the trading session [1] - The previous session was marked by volatility [1] - Mixed rhetoric from the U.S. and China over trade contributed to market fluctuations [1]

Most analysts expect Federal Reserve Chairman Jerome Powell to announce more rate cuts. | Credit: Harnik/Getty Images. Key Takeaways The crypto market is searching for a catalyst after the largest liquidation event in history. Fed Chair Powell’s dovish comments raise expectations of a rate cut before the end of October. A U.S.–China trade standoff continues to cloud market sentiment. The crypto market is still reeling from last week’s record $19 billion liquidation wipeout. Bitcoin (BTC) and Eth ...

Even if you believe that the Fed is easing into an economy on its last legs, why worry?In 2008, it took 9 months after Bear Stearns to start QE.In 2020, it took 2 weeks.In 2023, just 2 days to unveil BTFP after Silicon Valley Bank collapsed.The Fed's crisis response time has gone from 9 months to 2 days over the last 17 years.If liquidity seized up tomorrow, they'd roll out another acronym facility to backstop hundreds of billions in distressed assets, either through direct-purchase programs or through pled ...

We have a completely dovish Fed, with 125 bps of rate cuts already priced in, poised to end QT.S&P 500 and Nasdaq at all-time highs, with gold ripping through all-time highs daily.BTC has been effectively rangebound since May. You know what happens next. Don't overthink it. ...

Steve Leeman of course has that for us. Steve. >> Hey Scott.Yeah. Boston Fed President Susan Collins, a voter this year making some doish comments saying it's prudent to normalize policy a bit further. She's also uh saying that uh even if they uh cut a little bit more that the uh Fed will still be mildly restrictive.I'm just looking for these uh these notes here. Uh Scott, she goes on to say that she believes that inflation is a uh uh is is really a matter of tariffs and she sees growth remaining solid desp ...

The big banks' stellar results show that the Fed must be extremely careful with rate cuts and deregulation, @PaulJDavies says. It doesn't want to throw unnecessary fuel onto a high financial fire (via @opinion) https://t.co/0kG6wnLrUP ...

Core Viewpoint - Billionaire investor Paul Tudor Jones believes that the Nasdaq could finish the year higher, driven by anticipated rate cuts and strong technology earnings [1] Group 1: Market Outlook - The expectation of rate cuts is seen as a catalyst for a market rally [1] - Strong earnings from technology companies are also expected to contribute positively to market performance [1] Group 2: Concentration Risk - There is concern regarding concentration risk, as a small number of stocks appear to be driving market movements [1]

Paulson will become a voting member of the Federal Open Market Committee in 2026. ...