Global Real Estate & Economy Brief โ€” 2026-01-25

๐ŸŒ At a Glance

  • US Fed Funds Rate: 3.72 (as of 2025-12-01)
  • US 30Y Mortgage: 6.09 (as of 2026-01-22)
  • ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2026-01-23
  • BoE Bank Rate: 3.75 (as of 2025-12-18)

๐Ÿ‡บ๐Ÿ‡ธ United States

๐Ÿ‡ช๐Ÿ‡บ Europe

๐ŸŒ Asia

๐ŸŽฏ GPT Strategy

๐Ÿ‡บ๐Ÿ‡ธ United States

  • **Positioning Idea:** Consider investing in REITs focused on mixed-use developments to capitalize on cultural shifts in towns like Park City.
  • **Risk Note:** Monitor local economic conditions and tourism trends.
  • **Positioning Idea:** Explore ETFs in home improvement and building materials as homeowners prepare for winter storms.

๐Ÿ‡ช๐Ÿ‡บ Europe

  • **Positioning Idea:** Consider investing in UK infrastructure REITs to capitalize on potential government spending for repairs post-Storm Ingrid.
  • **Risk Note:** Weather-related damages may lead to increased costs and delays.
  • **Positioning Idea:** Explore ETFs focused on UK public safety and security sectors, anticipating increased funding for national policing initiatives.

๐ŸŒ Asia

  • **Positioning Idea:** Consider investing in airport REITs, as Heathrow's new scanner technology may boost passenger traffic and retail revenue.
  • **Risk Note:** Regulatory changes or security concerns could impact growth.
  • **Positioning Idea:** Explore legal services or litigation finance ETFs, as ongoing lawsuits like the Post Office case may increase demand for legal resources.

Not financial advice. Educational insights only.


#RealEstate #Housing #Macro #US #Europe #Asia


๊ฒŒ์‹œ๋จ

์นดํ…Œ๊ณ ๋ฆฌ

์ž‘์„ฑ์ž

ํƒœ๊ทธ:

๋Œ“๊ธ€

๋‹ต๊ธ€ ๋‚จ๊ธฐ๊ธฐ

์ด๋ฉ”์ผ ์ฃผ์†Œ๋Š” ๊ณต๊ฐœ๋˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค. ํ•„์ˆ˜ ํ•„๋“œ๋Š” *๋กœ ํ‘œ์‹œ๋ฉ๋‹ˆ๋‹ค