Recent Fed meeting minutes revealed that Fed Chair Warsh is overhauling how the Fed speaks:
• Dovish forward guidance removed; statements are now shorter and sharper
• Price stability is the clear top priority
• New warning: AI‑fueled investment is now flagged as an inflation risk, alongside tariffs and energy costs
No policy change as of now but the message turned distinctly more hawkish. That is the signal that matters most. If you hold REITs , it must be of long term. Collect dividend and ignore those noises. 😉
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