But the weakening labor market will take precedent and the Fed by the end of the year will have cut 100 to 125 basis points in total. It's good for CRE investors, good for a lot of people. Fed's balance sheet Quantitative tightening has already ended. The Fed will keep its balance sheet flat through most of next year. but be forced by year end to start quantitative easing again. Asset value predictions equities will remain in a bubble through the end of this year and the beginning of next, helped by rate cuts. (1:20:48–1:20:55)
CLAIM
Claims that quantitative tightening has ended and the Fed will maintain a flat balance sheet through most of the next year.
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