My opinion, I believe market has already priced 25 bps. If that is the cut that happens then it is a small cut. REITs will surely benefit. Bank share prices would depend on how fast and often (example, would they cut 25 basis points each month until end of the current year /early next year). I think the US Fed cut will be slow measured as the US economy still seems strong and inflation can come back.
Modify on 2024-09-12 15:48
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