: 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.
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
San Francisco Fed Pres. Mary Daly, Holiday Spending Squeeze, and the Experience Economy 11/10/23
Catalysts & Concerns, Debut Drought, and the Electric Butterfly Effect 11/9/23
Fed Fallacy?, Health of Housing, and Bellwethers on Deck 11/8/23
Credit Concerns, Concerts & Conventions, and Everything is “Paw-some” 11/7/23
Yielding Problems, Buy or Beware, Private Credit Concerns
From the Desk of Kelly Evans: Could corporate pensions save America? 11/6/23
Rally, Set, Go?, Read on the Consumer and Themes & Trades 11/3/23
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