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  • Alex Pettee, CFA

Good News, Bad News On Inflation

  • U.S. equity markets rallied to their best week since July as a strong start to corporate earnings season and a solid slate of economic data temporarily eased investor jitters over potential stagflation.

  • Rebounding for the second-straight week following a rough September, the S&P 500 gained 1.8% this week while the MidCap 400 rallied 2.2% and the Small Cap 600 rose 0.4%.

  • Real estate equities - particularly residential REITs - led the charge this week with gains of more than 3% as logistics giant Prologis kicked off earnings season with another stellar report.

  • Hidden beneath another month of soaring inflation rates on food, energy, and rents, there were some potential glimmers of "good news" with signs that we may currently be seeing the worst of the price pressures.

  • Meanwhile, strong retail sales data and improving jobless claims were juxtaposed with an unexpected slump in consumer confidence and a record surge in workers quitting their jobs.

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Disclosure: Hoya Capital Real Estate advises two Exchange-Traded Funds listed on the NYSE. In addition to any long positions listed below, Hoya Capital is long all components in the Hoya Capital Housing 100 Index and in the Hoya Capital High Dividend Yield Index. Index definitions and a complete list of holdings are available on our website.

Additional Disclosure: It is not possible to invest directly in an index. Index performance cited in this commentary does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. Data quoted represents past performance, which is no guarantee of future results. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy.

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