: 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.
2024 Playbook Pivot, Live from CES!, and Turnaround Ahead? 1/9/24
Trading the 2024 Election, Stealth Rate Cut Benefits, and Railroad CEO on Southern Border 1/8/24
Cuts & Concerns, Equities Excitement, and 3 Buys & a Bail: Tech Earnings Edition 1/5/24
Timeline Turmoil, Billion-Dollar Bet in SF, Hydration Hype 1/4/23
Rate Expectations, Escalating Tensions, Tech Wreck? 01/03/23
From the Desk of Kelly Evans: Remember "I" bonds? 1/2/24
‘Higher for longer’ for longer?, Red Sea Tensions Rise, The Risks Ahead 01/02/24
The Trade that Paid, Meta vs. Apple, and Three-V Buys & A Bail 12/29/23
2024 Opportunities, Heart-y Gains, Vice City Real Estate 12/28/23
January Rate Cut, Pain & Opportunity, and In the Fast Lane 12/27/23
Triggering the Fed Pivot, Big Biotech Buyouts, and Top 2024 Tech Picks 12/26/23
The Tech Names ARK’s Cathie Wood is Buying Now, Two Percent is Too Late, and the Med Tech Stock with 36% Upside 12/22/23
The Exchange 12/21/23
Timing the Cuts, Office Opportunity? and Overseas Playbook 12/20/23
Recession Inevitable?, Pivot Positioning, and Coinbase CEO on Crypto 12/19/23
Premature Pivot, Cheap but Controversial, Fade These Trades 12/18/23
Catalysts Trump Concerns?, “Screaming Buys?” and Building Out Gains 12/15/23
Full Steam “A-Fed”, Short Signals, Real Estate Turning Point? 12/14/23
Countdown to the Fed Decision 12/13/23
Soft Layover, Building Out Gains, Healthy Holiday 12/12/23
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