A brand-new form of government-authorized money is about to be unleashed on America… a so-called Dollar 2.0. |
Treasury Secretary Scott Bessent says the Dollar 2.0’s value could "greatly exceed" $2 trillion by 2028… |
And it’s also opened up a colossal wealth-building opportunity. |
As you can see here, investors who position themselves now could see gains as high as 40X by 2032. |
But the window to act is closing fast… as the next major money minting event is happening on June 11th. |
Go here now to make sure you get ahead of it. |
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🏘️ BONUS: What Today's Fed Day Means for Your REIT Sleeve 🌙The income read on a Fed decision and a rising 10-year, without needing to know how the day closed.
Tonight's Numbers
4.61% — where the 10-year Treasury stood this morning, its highest level in weeks, worth watching against the yields in your REIT sleeve.
3.50%-3.75% — the Fed's target range heading into today's 2pm ET decision, unchanged for four straight meetings before today.
14% — Bank of America's dividend increase, declared July 24, one of two blue-chip raises worth noting for income holders this week.
Rate-sensitive income names, REITs especially, tend to trade on where investors think rates are headed, not just where they sit today. That's why the 10-year Treasury's move to roughly 4.61% this morning, ahead of any word from the Fed, is worth more attention from an income portfolio than a single day's stock price. REITs borrow to buy property and pass along rental income as dividends; when long-term rates climb, that borrowing math gets a little less favorable, and REIT yields typically need to rise to compensate, which usually means REIT prices fall first and recover later, sometimes well after the rate move that caused it. Worth keeping an eye on as this week's dividend calendar plays out. None of that requires knowing what Fed Chair Kevin Warsh said at his 2:30pm press conference today. The Fed has held its benchmark rate at 3.50%-3.75% for four consecutive meetings, and going into today's decision, futures markets were pricing better than two-in-three odds of a fifth hold. June's dot plot leaned hawkish, with the median policymaker penciling in higher rates by year-end as inflation ran at 4.2%. A hawkish tone today would be the less favorable near-term setup for REIT prices, but a REIT held for its income stream, not its price chart, doesn't need to be rebuilt around one afternoon's language, and a rate-driven dip in a well-run REIT isn't the same thing as a dividend risk.
Income Watch Declared: Bank of America raised its quarterly dividend 14%, to $0.32 a share, declared July 24. Procter & Gamble announced its 70th consecutive annual increase in mid-July. Ex-dates ahead: This run didn't turn up newly confirmed ex-dividend dates for widely held income names in the coming week, a quiet stretch worth double-checking against your own broker's calendar before any early-August move. Yield check: The 10-year Treasury stood at roughly 4.61% this morning, up modestly ahead of today's Fed decision. |
This is also a decent week to check position sizing rather than add to any single income name on a headline. Two blue-chip dividend raises landed this week: Bank of America lifted its quarterly payout 14%, to 32 cents a share, declared July 24, and Procter & Gamble announced its 70th consecutive annual increase in mid-July, its 71st straight year of raising the payout in some form. Neither move is related to today's Fed decision, and that's the point. Payout durability, not the afternoon's rate headline, is still what should be doing the heavy lifting in an income portfolio. If REITs are a smaller slice of the total picture, one rate-sensitive afternoon shouldn't move the plan. If they're a larger slice, it may be worth confirming the payout history behind each name goes back further than the last hike cycle, since durability through a full rate cycle, not this week's headline, is the real test of an income holding. Tomorrow brings its own data, but tonight's numbers alone are enough to sit with for now. Tomorrow's CalendarQ2 GDP, first estimate, Thursday 8:30am ET: the first broad growth read since today's Fed decision.
Weekly jobless claims, Thursday 8:30am ET: same release window as GDP; a trend matters more than one week's print.
Apple and Amazon earnings, Thursday after the close: the second half of this week's Big Tech gauntlet, following tonight's Microsoft and Meta reports.
Which matters more to your income sleeve tonight, the 10-year's move or this week's dividend raises? Drop me a reply, I read every note. — Randy Cole, Editor
Get Tomorrow's Numbers First GDP, jobless claims, and Apple and Amazon earnings all land within hours tomorrow. Thursday stacks the first GDP read on the economy with the weekly jobless claims report and Apple and Amazon earnings after the close. Our text subscribers get a heads-up on what to watch before the numbers hit, so tomorrow doesn't catch your portfolio by surprise. Free, two to three texts a week, opt out anytime. Get the SMS alerts (free) → |
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