Let's look at the selling, the volume problem, the bonds, and sentiment.
Here's why we believe 'higher for longer DUE to higher GDP' has a more dovish tone, and remain constructive for the rest of the year.
Technically, the bears are in control of this market now.
Expect no Fed rate cuts, but for rates to hold higher for longer.
2024 could be a brutal for the real estate sector.
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