We remain neutral on industrials heading into 3Q earnings, notes Mizuho’s Vikram Malhotra. He talks about how they see signs that other markets are also decelerating. He discusses how stocks fall as small caps gain. He goes over how interest rates affect REITs. He monitors trends in industrial REITs. He highlights some industrial REITs including EGP, FR, PLD, REXR, and TRNO. Tune in to find out more about the stock market today.