: Stocks higher, yields lower as investors digest mixed economic data. Business activity in April grew at the slowest pace so far this year, while new orders fell for the first time in almost four years. But manufacturing input costs hit a one-year high and services demand remains strong. So what does all this mean for the Fed? Our economist makes the case for a July cut. Meanwhile, new home sales notched their highest reading since September, as builders pull back on prices and offer incentives to offset higher rates. We’ll talk to the CEO of real estate developer Howard Hughes Holdings about the demand trends he’s seeing.
Israel-Hamas War, The Hunt for Yield, and Leaderless House 10/10/23
Geopolitical Turmoil, Peltz vs. Disney, and Utilities Opportunities 10/9/23
Reversing Course, Mortgage Mania, and Airlines Grounded 10/6/23
The Exchange 10/5/23
Fed Fallacy?, Rising Rates Bail, and Two Cents on the Dollar 10/4/23
Crypto & Consumers, $9B AI Tool, Weighing the Trades 10/3/23
Bond Voyage, Trash Talk, Take Shelter 10/2/23
It Might Just Be the Everything Shutdown 9/29/23
Charting Returns, Strikes & Stocks, and Demand Destruction 9-28-23
The Value Names to Buy Now, Cannabis and Capital, and the Everything Shutdown 9/27/23
Economic Pressure Points, Real Estate Magnate Don Peebles, and Consumer Credit Risk 9/26/23
From the Desk of Kelly Evans: The $2 trillion deficit: how did we get here? 9/25/23
From the Desk of Kelly Evans: Who is really raising rates in Washington? 9/25/23
Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23
Perfect Storm for Private Equity, UAW Expands its Strike, and In Da Club-onomics 9/22/23
From the Desk of Kelly Evans: The Less United Nations 9/22/23
Wrong Answer, Stocks Stalling, DTC Divergence - 9/21/23
The Fed Decision: Live from Washington, D.C. 9/20/23
From the Desk of Kelly Evans: Is Trouble Brewing for Private Equity? 9/20/23
The Exchange 9/19/23
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