Stocks selling off after this morning’s hot CPI print. Could the inflation gauge push The Fed to delay rates into 2025? Plus A Real Estate rough spot. That CPI data sending all things real estate into the red. How commercial property, housing stocks, and the homebuying proxies are all being impacted.
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Jun 5
Stocks Tumble To Wrap Up Week… And Tim Cook’s Last Developer’s Conference 6/5/26
A bleak day for markets as the Dow, S&P 500 and NASDAQ all tumble to wrap up the week. The semi stocks leading the sell-off, and if this is the start of a broader pullback. Head of Macro Strategy at Wells Fargo Mike Schumacher lays out where he sees stocks heading next, and gives ... Show More
43m 9s
Jun 4
A Market Rotation Underway… And Reaction to LuluLemon’s Latest Results 6/4/26
A mixed day for markets, as investors seemingly rotate out of tech and into financials. How the recent drops in semi stocks could be fueling the record runs in money centers and investment firms, and where our traders are positioning in the rotation. Plus, the next move for Netfl ... Show More
44m 17s
Jan 2024
1175 - Is Real Estate Still a Reliable, Inflation-Proof Investment Heading Into 2024? by Todd Parriott
In 2023, it’s been off to the races as everyone pondered: What will climb higher, faster—mortgage rates or home prices? Typically, the two work inversely and help offset one another, but in an unprecedented circumstance, both mortgage rates hit record highs as housing prices cont ... Show More
11m 42s
Dec 2023
859: BiggerNews: Fed Announces Rate Cuts, Jobs Grow, and Boomers Buy Up Housing
The Federal Reserve finally announced the end of rate hikes. It’s a day real estate investors have been eagerly awaiting. With lower mortgage rates on the horizon in 2024, buyers could gain more control of the housing market, and the seller standoff may finally break. What does t ... Show More
35m 4s
Oct 2023
1103 - Morningstar Says Housing Affordability Will Rebound by 2025—What are the Talking About? by Sandy Yong
In a recent economic outlook by Morningstar, the housing market affordability is currently mimicking the peak of the housing bubble in 2006. This similarity is due to a combination of mortgage rate hikes, rising home prices, and income levels.
In light of this, Morningstar sugge ... Show More
7m 50s
<p>As month over month data begins to show a downturn in home prices, will overall price growth and sales begin to fall steeper than expected? Co-Heads of U.S. Securitized Products Research Jim Egan and Jay Bacow discuss.</p><p><br></p><p>----- Transcript -----</p><p><br></p><p>< ... Show More
