: 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.
Where to Find Value, Nvidia Earnings & A(I) + Opportunity 5/22/24
Microsoft Build & Fed’s Christopher Waller 5/21/24
Case to Raise?, Risky Business, China Auto Threat 5/20/24
Market Momentum, D(AI)ta Dash, 3 Buys & a Bail 5/17/24
Milestone Momentum?, Cranking or Cracking?, & Killer or Catalyst? 5/16/24
Hitting Record Highs, Health of Housing, Getting AI-gressive 5/15/24
From the Desk of Kelly Evans: The stock market has done even better than you think 5/15/24
Google’s Big Event, Meme Stocks Return, Travel Spending Boom 5/14/24
From the Desk of Kelly Evans: Why is the Fed so itchy to cut? 5/14/24
Rebound or Real?, AI Arms Race, Finding Healthy Returns 5/13/24
What the Tech?, The Key Catalyst, & Weathering Choppy Waters 5/10/24
Consumer Cracking or Cranking?, Beyond Meat CEO Exclusive, Gen Z’s Trade School Boom 5/9/24
Rate Cut La-La Land, Once-in-a-Lifetime Opportunity, Time to Trim Nvidia? 5/8/24
Fed “Fumble”, Disney Disappointment, and iPad Promises 5/7/24
Buffett’s Cash Conundrum, Sticking with Starbucks, Earnings Exchange: DIS, SPG, LCID 5/6/24
Rate Cut Timeline, Apple’s Core Issue, 3 Buys & A Bail: Boomerang CEOs 5/3/24
Less Hawkish Than Feared, No Labor Pains, Earnings Exchange: AAPL, HSY, NET 5/2/24
Fed Decision Countdown, Taylormade CEO on Tiger Woods, Earnings Exchange: Insurers, Zillow, DoorDash 5/1/24
A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24
“Embrace Higher Rates” & Key Catalysts? 4/29/24
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