Global Real Estate & Economy Brief — 2025-10-13

🌍 At a Glance

• US Fed Funds Rate: 4.22 (as of 2025-09-01)
• US 30Y Mortgage: 6.3 (as of 2025-10-09)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-10-10
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• This Family’s Home Has Stood for a Century — in Four Different Countries — A family's home reflects a century of historical turmoil and cultural shifts across four nations.
• $650,000 Homes in the Cotswolds — Explore charming $650,000 homes in the picturesque Cotswolds, featuring unique historical architecture.
• What’s the Hype With Dirty Pastel Colors? — Dirty pastel colors are trending in luxury homes and fashion, blending nostalgia with modern aesthetics.

🇪🇺 Europe

• Jonathan Powell had no role in dropping of China spy case, senior minister says — Senior minister confirms Jonathan Powell was not involved in the decision to drop the China spy case prosecution.
• Green party reaches 100,000 members for first time after Polanski becomes leader — The Green party in England and Wales has surpassed 100,000 members, marking a nearly 50% increase since Zack Polanski's leadership began.
• UK to host international summit on Gaza recovery plan — The UK will host an international summit focused on Gaza's recovery, with representatives from several nations expected to attend.

🌏 Asia

• China accuses US of 'double standards' over tariff threat — China threatens countermeasures against the US if a 100% tariff on its imports is imposed.
• How will the EU's new border system work? — The EU's Entry/Exit System will alter travel procedures for UK passengers visiting 29 countries.
• 'It's going to be really bad': Fears over AI bubble bursting grow in Silicon Valley — Concerns are rising in Silicon Valley about a potential bubble burst in AI tech company valuations.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Invest in REITs focused on historical properties to capitalize on cultural nostalgia and unique architectural trends.
• **Risk Note:** Market demand may fluctuate with changing consumer preferences.
• **Positioning Idea:** Consider ETFs targeting luxury real estate markets, particularly in regions with historical significance like the Cotswolds.

🇪🇺 Europe

• **Positioning Idea**: Consider investing in green energy ETFs to capitalize on the growing influence of the Green party in the UK.
• **Risk Note**: Regulatory changes could impact sector growth.
• **Positioning Idea**: Explore REITs focused on infrastructure and recovery projects, anticipating increased funding from international summits like Gaza's recovery.

🌏 Asia

• **Positioning Idea**: Consider investing in defensive REITs focused on essential services, as economic tensions may drive demand for stable, income-generating properties.
• **Risk Note**: Economic downturns could impact tenant stability.
• **Positioning Idea**: Explore ETFs focused on international travel and tourism sectors, as regulatory changes may reshape travel dynamics in Europe.

Not financial advice. Educational insights only.