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  • Alex Pettee, CFA

Lower Forever? Fed Shift Reinforces Rally

Updated: Sep 10

  • U.S. equity markets continued their relentless rally this week amid a bullish convergence of positive economic and housing data, encouraging coronavirus trends and a dovish tack from the Federal Reserve.

  • Lower forever? A strategy shift that we view as fundamentally positive for the interest-rate-sensitive real estate sector, the Fed is abandoning the approach of utilizing "preemptive strikes" on inflation.

  • Gaining for the eighth week out of the past nine and closing at all-time record highs on all five trading days this week, the S&P 500 jumped another 3.3% this week.

  • "Shutdown-sensitive" sectors rebounded following the emergency-use approval of the potentially "game-changing" five-minute coronavirus test. Equity REITs gained 2.2% with 17 of 18 property sectors finishing in the green.

  • Housing data stayed red-hot as well. New Home Sales surged to the strongest sales rate since 2007 while Pending Home Sales and Mortgage Applications data suggested that housing will continue to lead the post-pandemic recovery.

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Hoya Capital Real Estate ("Hoya Capital") is an SEC-registered investment advisory firm that provides investment management services to ETFs, individuals, and institutions, focusing on portfolio and index management of publicly traded securities in the real estate industry. It is not possible to invest directly in an index. Index performance cited in this website or commentary does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. Nothing on this site nor any published commentary by Hoya Capital is intended to be investment, tax, or legal advice or an offer to buy or sell securities. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and should not be considered a complete discussion of all factors and risks. Data quoted represents past performance, which is no guarantee of future results. Investing involves risk. Loss of principal is possible. Investments in companies involved in the real estate and housing industries involve unique risks, as do investments in ETFs, mutual funds, and other securities. Hoya Capital has no business relationship with any company discussed/mentioned. Hoya Capital never receives compensation from any company discussed/mentioned. Hoya Capital, its affiliate, and/or its clients and/or its employees may hold positions in securities or funds discussed on this website and our published commentary. A complete list of holdings and other important disclosures and definitions are available by clicking the links below.

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