Global Real Estate & Economy Brief — 2025-11-29

🌍 At a Glance

• US Fed Funds Rate: 4.09 (as of 2025-10-01)
• US 30Y Mortgage: 6.23 (as of 2025-11-26)
• ECB Policy Rate: 2.0 [FRED:ECBDFR] as of 2025-11-28
• BoE Bank Rate: 4.00 (as of 2025-08-07)

🇺🇸 United States

• $2 Million Homes in São Paulo, Brazil — Explore luxurious $2 million homes in São Paulo, featuring modernist designs and stunning views.
• How to Decorate a Country Home for the Holidays — Designer Shawn Henderson decorates his country home for the holidays with simple greens and vintage lights.
• Trump’s Childhood Home Is on the Market for $2.3 Million — Trump’s childhood home is listed for $2.3 million, alongside other high-end properties like Ozzy Osbourne’s condo.

🇪🇺 Europe

• Londoners told to be vigilant with messages after cyber-attack on council — The Royal Borough of Kensington and Chelsea warns residents to remain vigilant after a cyber-attack compromised some personal data.
• Jeremy Corbyn and Zara Sultana’s Your Party reveals shortlist for official name — Jeremy Corbyn and Zara Sultana's new party offers members a choice between four potential names ahead of its inaugural conference.
• Former Ukip MEP denies taking money to promote Russian interests — Former Ukip leader David Coburn denies allegations of accepting bribes to promote Russian interests following Nathan Gill's conviction.

🌏 Asia

• No 10 denies Reeves misled public in run-up to Budget — The Conservatives accuse Reeves of using gloomy public finance forecasts as a pretext for tax increases ahead of the Budget.
• Passengers face disruption as Airbus makes software updates to planes — Airbus's software updates are causing disruptions for around 6,000 planes, impacting half of its global fleet.
• 'Business rates changes will cost me £62,000' — Pub owners warn of a £62,000 increase in business rates despite government assistance.

🎯 GPT Strategy

🇺🇸 United States

• **Positioning Idea:** Invest in luxury real estate REITs to capitalize on high-end property demand.
• **Risk Note:** Market fluctuations may impact luxury segment performance.
• **Positioning Idea:** Consider ETFs focused on home decor and furnishings to benefit from seasonal spending trends.

🇪🇺 Europe

• **Positioning Idea:** Consider investing in cybersecurity-focused ETFs to capitalize on increased demand for data protection solutions.
• **Risk Note:** Regulatory changes could impact sector growth.
• **Positioning Idea:** Explore UK-focused REITs as political shifts may create opportunities in urban regeneration and affordable housing.

🌏 Asia

• **Positioning Idea:** Consider investing in defensive REITs focused on essential services, as rising business rates may pressure discretionary spending.
• **Risk Note:** Economic downturns could still impact occupancy rates.
• **Positioning Idea:** Explore infrastructure ETFs, as increased public finance scrutiny may lead to government investments in essential projects.

Not financial advice. Educational insights only.