Greystone’s Post

You hit the nail on the head—while the 50 bps drop grabbed attention, it feels like more of a head fake. The bond market is telling us we’re in a high-rate environment for the long haul, and inflation is still running hotter than most realize. In CMBS, we’ve seen how these higher rates are resetting asset values, but “high rates cure high rates” eventually. The key now is navigating through the noise and finding those opportunities where others might be sitting on the sidelines. There’s a lot of room for smart plays here if you move strategically....buy downs, seller b notes, etc.... #CMBS #RealEstateFinance #HighRates #Inflation

📉 U.S. Federal Reserve Makes Bold Move with 0.5% Rate Cut! I didn’t see this one coming. While many expected a 0.25% cut, the Fed went all-in with a 0.5% reduction to shield the U.S. economy from further downturns. This decisive action could have wide-reaching effects on both global markets and our personal financial plans. At RFS, we’re watching these developments closely and adjusting strategies to ensure our Clients are positioned for success. Whether you're a business owner or investor, this is a key moment to revisit your financial strategy. Let's talk about how this move impacts you and the opportunities that may arise. #USEconomy #InterestRates #FedRateCut #InvestmentStrategy #FinancialPlanning #BusinessGrowth https://cnb.cx/47AEzwJ

📉 U.S. Federal Reserve Makes Bold Move with 0.5% Rate Cut! I didn’t see this one coming. While many expected a 0.25% cut, the Fed went all-in with a 0.5% reduction to shield the U.S. economy from further downturns. This decisive action could have wide-reaching effects on both global markets and our personal financial plans. At RFS, we’re watching these developments closely and adjusting strategies to ensure our Clients are positioned for success. Whether you're a business owner or investor, this is a key moment to revisit your financial strategy. Let's talk about how this move impacts you and the opportunities that may arise. #USEconomy #InterestRates #FedRateCut #InvestmentStrategy #FinancialPlanning #BusinessGrowth https://cnb.cx/47CJbCD

💯🔥 Since May of 2022, the Fed has embarked on the most aggressive set of rate increases in history taking the Federal Funds Rate from 0 to 5.25%. In October of last year, the market celebrated when the Fed revealed an end to the hiking cycle that had lasted 22 months capped off by an announcement last week of 3 expected cuts of 25 bps each by the end of the year. 💼🚀 While these developments are certainly welcomed, and in some sectors, such as the housing market and commercial real estate, critically needed, historical context is vital to ensure proper expectations moving forward. Given how accustomed we had become to low rates, it is no surprise the dramatic economic and financial shock we have experienced transitioning back to what has merely been the historical average for interest rates. 💣🧨 With the yield on long term government bonds today sitting at 4.39%, compared to the longer-term average of 4.74%, it looks like rates have largely returned to their mean. And barring an economic black swan event it appears the days of easy money are a thing of the past. 💯For more great insights, check out my website🔥 www.doug-gibson.com #DougGibson #gainin60seconds #financialadvisor #financialplanner #financialadvice #investments #wealthplanner #wealthadvisor #assetstrategy #assetplanning

This week, the US Federal Reserve’s Federal Open Market Committee (FOMC) kept interest rates unchanged and updated its dot plot, which forecasts interest rate policy by FOMC members. Introduced in 2012, the Fed updates these projections on a quarterly basis. The market closely watches these forecasts, as changes to the dot plot often influence equity and bond market reactions. But how accurate have the Fed’s projections been in the past, and what can we infer from this track record for future policy decisions? Read more on our CIO Brad Preston's analysis here: https://lnkd.in/dMS4bHYs Subscribe to our weekly insights: https://lnkd.in/dy5fY3bh #MergenceInvestmentManagers #FOMC #InterestRates #DotPlot #EquityMarkets #BondMarkets #EconomicForecast #FinancialInsights #MergenceMarketSnippets #Mergence

Exciting news! Fed officials have indicated that there might be just one interest rate cut before the end of 2024, according to Financial Times. This development could have significant implications for businesses and investors alike. Stay tuned for more updates on this. #FederalReserve #InterestRates #FinancialNews https://ift.tt/nLUcxzy

Now that investors have had time to digest the Federal Reserve Bank’s (Fed) current policy stance, there is talk that it could fuel a “risk-on” market rally. In fact, recent comments by Federal Reserve Chair Jerome Powell have sparked conversations on the potential return of the “Fed Put.” (This concept refers to the market’s belief that the Fed will intervene to support financial markets during periods of significant decline by adjusting monetary policy, typically through interest rate cuts. While not an official policy, the Fed Put has historically played a psychological role in stabilizing markets and influencing investor behavior. It only exists when there is room for the Fed to lower rates significantly.)   What might this mean for buyers and sellers of investment retail real estate?   Investors, anticipating the Fed’s support during downturns, might be more receptive to adding riskier assets to their portfolios, so knowing which way the market may move is crucial for both sellers and buyers of investment real estate. However, it’s crucial to remember that the Fed Put is not a guaranteed intervention, and its effectiveness depends heavily on economic circumstances. NNN Trends is an available resource for any investor wanting to know the market trends: where cap rates are trending, what comparable sales nationwide might be doing, and more. If you are considering selling or buying investment real estate, check out the website here: www.nnntrends.com #cre #commercialrealestate #federalreserve #interestrates #netlease

It's FOMC week again, time for the Fed to set its benchmark interest rate for the next six weeks. But for banks and other financial institutions, what the Fed says about its policy is arguably more important than the policy itself. Financial market participants will parse the Fed's policy statement and additional commentary from Chair Jerome Powell in search of hints about the central bank's expected policy path for the months ahead. This gives the Fed a set of conflicting obligations to balance. It must conveying its policy in a manner that is resolute but nuanced, it must anchor expectations without boxing itself in. And, it must do this in a manner that the markets understand and react to appropriately. It's a difficult task, one that many observers feel the Fed has not been lived up to in recent years. "Forward guidance provided by the Federal Reserve can be helpful, if it is accurately done and if they stick to it," said Komal Sri-Kumar, a senior fellow at the Milken Institute and independent macroeconomic consultant. "It is like I come to you asking for directions on the road, if you give me poor advice and send me the wrong way, I'm worse off with the forward guidance. That, I believe, is what has happened with the Fed." Others say the issue has not been what the Fed has been saying, but rather how the markets have interpreted it. "There was a market narrative that got ahead of the Fed," Michael Redmond of Medley Advisors said. "Maybe the Fed could have done more to extinguish that, but in December, when the Fed was signaling three cuts and the market wanted to price in six or more, the Fed certainly wasn't cheerleading that process." Either way, the Fed's communication will be critical this week and in the meetings to come, as higher than expected inflation readings threaten to upend market expectations of multiple rate cuts this year. Catherine Leffert and I dug into this topic this week. See our reporting in American Banker. #Fed #federalreserve #FOMC #monetarypolicy #communications #rates #interestrates #inflation https://lnkd.in/eQdtYtBR

On Wednesday, September 18th, the Federal Reserve announced that it would lower interest rates by 0.50%, marking the first reduction in interest rates by the Fed since 2020. In Impact Capital, LLC’s latest blog, we explore the trends in the markets that led to the Fed’s decision, the potential impact of cutting interest rates, and what we may expect next in terms of interest rate forecasts. Learn more: https://bit.ly/47JPYui

The first quarter of 2024 has investors of all stripes focused on the prospects for Federal Reserve rate cuts, with the interest rate futures market pricing in a more aggressive pattern of cuts than Fed officials are suggesting. Read the full February Market Wrap newsletter below: #interestrates #fomc #inflation #financialadvisor Thomas Quealy | Larry Whistler, CFA | Matthew J. Krajna, CFA | Timothy D. Calkins, CFA | Michael Skrzypczyk, CFA | Nicholas DiRienzo, CFA | Peter Kazmierczak | Ryan Flynn | Conner Gyllenhammer | Nicole Hendrix