: 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.
Cut Timeline, Red(Stone) Alert, and Retail vs. Real Estate 12/11/23
Goldilocks Jobs Report, Beating the Market, California Forever 12/8/23
Bond Voyage?, High-Flyer, Building on Gains? 12/7/23
The Exchange 12/6/23
Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23
What’s Driving the Rally?, Trillions to Tap, Kings of Retail 12/4/23
Soft Landing at Risk?, Stream Team?, and 3 Buys & a Bail 12/1/23
The Exchange 11/30/23
The Exchange 11/29/23
Data Divergence, Spending Surge, Earnings Exchange: AI Edition 11/28/23
Digging into Spending Data, Hybrids are Hot, and When Will Housing Normalize? 11/27/23
Holiday Shopping, Spending Signals, Pandora CEO 11-22-23
From the Desk of Kelly Evans: Where Things Are Getting Cheaper 11/22/23
AI Sector Shakeup, Trust the Rally?, and Corporate Pensions Comeback 11/21/23
The Exchange 11/20/23
Musk’s Mess, Lost the Recession Battle?, and E-Commerce Cold War 11/17/23
The Exchange - 11/16/23
Nadella, Biden & Xi and Swagel 11/15/23
Market Rallies on CPI Data, Emerging Market Opportunities, and Weight-Loss Winner 11/14/23
Shutdown Countdown, Thawing Tensions, and Consumer Baggage 11/13/23
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