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- The Daily REITBeat | Wednesday, July 16th, 2025
The Daily REITBeat | Wednesday, July 16th, 2025
"Earnings vs. Tariffs"
David Auerbach
July 16, 2025
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Futures mixed at the time of this writing as talking heads focus on bank earnings season amidst a busy stream of constant tariff headlines. 10-year holds steady near 4.50% currently around 4.477% and crypto once again on the move.
From Bloomberg
"US stock futures pared earlier losses as solid earnings helped counter concerns about a steady stream of tariff headlines.
S&P 500 contracts were little changed after falling as much as 0.4%. Bank of America Corp. rose more than 1% in premarket trading as net interest income and trading revenue beat estimates. Johnson & Johnson gained 1.2% after lifting its full-year outlook.
US Treasuries nudged higher. Japan’s super-long bonds rebounded following a sharp selloff earlier in the week, as investors weighed the potential for increased fiscal spending after this weekend’s upper house election. The dollar was little changed.
President Donald Trump signaled that tariffs on pharmaceuticals could be introduced by the end of the month, with similar measures on semiconductors potentially to follow. Traders further pared bets to their lowest level in a month for two US interest rate cuts this year, while Trump aide Kevin Hassett has emerged as the early frontrunner to replace Federal Reserve Chair Jerome Powell.”
In REIT News
Truist Securities upgrades PCH to Buy from Hold (raise price target by $8 to $52)
BMO upgrades DEA to Market Perform from Underperform (raise price target by $1 to $25)
BMO upgrades DEI to Market Perform from Underperform (raise price target by $2 to $17)
BMO downgrades KRC to Underperform from Market Perform (lower price target by $1 to $35)
PLD announced quarterly earnings while FR, REXR, SLG announce after the close of trading
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David Auerbach