rationale for pullback

there are contradictory articles or perhaps not,it seems one reason cited are concerns over tightening credit markets,i think really this refers to the more than strong possibility of int. rate rises.in the case of reits given the high margins they are already paying its more than possible that margins will reduce thus offsetting any basis increase.

on the other hand changing forex conditions are suggestive of a surge in commodity prices.

to me it all sounds like the foundations for growth in the world economy and on a personal view barclays partial exit is as much about capturing profit on behalf of various nominees as it might be about creating a short position to drive the stock back to a more fundamental position.given the criticism that has been levelled at barclays market manipulative engineering in more recent times.all those funds will look like they are performing

if fundamentals change to a more realistic appraisal i only see considerable upside for reits,it looks like we are on the mend,the usa dollar will be a very big influence on the way this game plays out.

any views please