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nvestors are reassessing their expectations for interest rate changes following a robust US jobs report. This shift in perspective may lead to a more gradual decline in rates, rather than a sharp drop. As a result, certain sectors like real estate and infrastructure could benefit from this new environment. The strong labor market data has prompted investors to reevaluate the trajectory of interest rates. While rate cuts are still anticipated, they may not occur as quickly as previously thought. This development could have positive implications for stocks in the real estate and infrastructure spaces.