Global Real Estate & Economy Brief — 2025-09-06

🌍 At a Glance

• US Fed Funds Rate: 4.33 (as of 2025-08-01)
• US 30Y Mortgage: 6.5 (as of 2025-09-04)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-09-05
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• ‘Can You Print a House?’: God, Robots and the U.S. Housing Crisis — Jason Ballard advocates for 3-D printing as a solution to the U.S. affordable housing crisis.
• Why Are More Millionaires Renting Homes Instead of Buying? — The population of millionaire renters in the U.S. surged over threefold from 2019 to 2023.
• The Teachers Lurking in Your Garden: Hungry Rabbits and Ancient Insects — Gardening offers a unique opportunity for lifelong learning in science and nature.

🇪🇺 Europe

• Rare total lunar eclipse ‘blood moon’ to be visible from UK — A rare total lunar eclipse, or "blood moon," will be visible from the UK on Sunday night for the first time since 2022.
• Lammy made deputy PM with Cooper as foreign secretary and Mahmood at Home Office – as it happened — Keir Starmer reshapes his cabinet, appointing Lammy as deputy PM and Cooper as foreign secretary after Rayner's resignation.
• Crisis engulfs Labour as Angela Rayner is forced to step down as deputy PM — Angela Rayner's resignation as deputy PM amid a crisis poses further challenges for Keir Starmer's leadership and the Labour Party's reputation.

🌏 Asia

• Google fined €2.95bn by EU for abusing advertising dominance — The EU fined Google €2.95 billion for advertising dominance, impacting competitors' costs and revenues.
• Woman's online shopping at work not sackable offence, judge rules — A tribunal ruled a woman's online shopping at work was not grounds for dismissal, awarding her over £14,000.
• Tesla proposes $1tn award for Musk if he hits targets — Tesla's proposed $1 trillion award for Musk is contingent on achieving ambitious performance targets.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Consider investing in REITs focused on affordable housing developments, particularly those utilizing innovative construction methods like 3-D printing.
• **Risk Note:** Regulatory hurdles and construction costs may impact project timelines.
• **Positioning Idea:** Explore ETFs targeting the rental housing sector to capitalize on the growing population of millionaire renters.

🇪🇺 Europe

• **Positioning Idea:** Consider investing in UK-focused REITs to capitalize on potential increased domestic tourism during the lunar eclipse.
• **Risk Note:** Economic uncertainty may dampen consumer spending.
• **Positioning Idea:** Explore ETFs focused on UK political stability, as leadership changes could impact market sentiment and investment flows.

🌏 Asia

• **Positioning Idea:** Consider investing in digital advertising ETFs to capitalize on potential shifts in market dynamics post-Google's fine.
• **Risk Note:** Regulatory changes may further impact sector profitability.
• **Positioning Idea:** Explore REITs focused on logistics and e-commerce to benefit from increased online shopping trends, especially post-tribunal ruling.

Not financial advice. Educational insights only.