Rate Cuts Are Coming. Now What?

With the news out of Jackson Hole signaling that the Fed is ready to make cuts, what happens now that we’re heading into a rate-cutting cycle outside of the realm of emergency cuts in a recession? We’ll dive into how that affects real estate and the economy as a whole, and we’ll discuss the seemingly closed IPO window and a revised jobs report.

Key Takeaways

[00:18] - An aura of “mission accomplished” from the Fed [05:14] - What happens to real estate prices post-rate cuts? [11:30] - What to make of the revised jobs report [15:24] - Why has the IPO window closed? [22:01] - Our Saints predictions [24:22] - How AI and nuclear fusion can shape the future of energy

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