: 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.
Hidden Risks in the Regional Banks, The AI Nine, Stream Dream Team - 2/7/24
Silicon V(AI)lley, Earnings Midpoint Exchange, Market Momentum 2/6/24
Bet on the Bulls?, AI & H2O, New Boeing Headwinds 2/5/24
Blowout Jobs Report, AI Lobbying Explodes, Activist Investing: 3 Bails & 2 Buys 2/2/24
Fed’s Timeline Turmoil, Mag 7 Becoming Terrific 3, and Big Oil, Clorox & Skechers 2/1/24
Fed Decision Countdown, Rates & The Consumer, The Tech Factor 1/31/24
Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24
The Fed’s Timeline, N. Carolina Cutting Coverage, CRE & The Red Sea 1/29/24
Intel Standing Pat, Inflation Situation, 3 Big Bails & a Surprise Buy 1/26/24
Alaska Airlines Earnings Exclusive, The Names Positioned for Gains, and Chips, Cards & Chinos 1/25/24
Forgotten Stocks, Bitcoin ETF Flow Race, Small Bank Barometer 1/24/24
Room to Run?, Red Sea Retail Ripples, Netflix’s Ad-vantage 1/23/24
The Exchange 1/22/24
S&P 500 Record High, Big Tech’s Big Week, and Abodes Abroad 1/19/24
MSCI Short Report, Contrarian Trades, The Deepfake Election 1/18/24
Consumer Won’t Quit, China’s Car Threat, 2024 Deal Barometer 1/17/23
Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24
Markets vs. The Fed, Red Sea Ripples & Powering G(ai)ns 1/12/24
Timing the Cuts, Bitcoin ETFs, Rapid Rundown 1/11/24
Boeing CEO Exclusive, Rate Cut Timeline, Election Year Boost? 01/10/24
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