Communication Services and Real Estate ETFs Gain as Rate Hike Odds Fall

Macro
โดย Yahoo Finance·US·Read original
Summary · why it matters

The Communication Services Select Sector SPDR Fund and the Real Estate Select Sector SPDR Fund emerged as the strongest-performing S&P 500 sector funds on the day, rising 2.07% and 1.42% respectively, as the odds of a Federal Reserve rate hike at the September meeting sank to 32.14% according to the CME FedWatch tool. Communication services, which is still down about 4.8% year to date, benefited from falling yields that boost the present value of long-duration cash flows for names like Meta Platforms, Alphabet, and Netflix, with Netflix gaining more than 3% after Bill Ackman's Pershing Square disclosed a bullish stance. Real estate, the most rate-sensitive major equity sector, got relief from a decline in the 10-year Treasury yield, which lowers debt financing costs and improves dividend appeal, while REITs enter the potential pivot with a relatively low debt-to-market ratio of 32.8% and average debt maturities beyond seven years, limiting refinancing pressure.

Impact on stocks 4

Communication Services▲ · 1 stocks
Netflix Inc
NFLX
▲ PositiveMonetaryrelevance

Falling yields boost present value of long-duration cash flows, and Ackman's bullish stance adds positive sentiment.

Artificial Intelligence▲ · 1 stocks
Alphabet Inc Class C
GOOG
▲ PositiveMonetaryrelevance

Falling yields boost present value of long-duration cash flows for Alphabet.

Spatial Computing / AR/VR▲ · 1 stocks
Meta Platforms Inc.
META
▲ PositiveMonetaryrelevance

Falling yields boost present value of long-duration cash flows for Meta.

Others▼ · 1 stocks
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