What Does The Fed Rate Cut Mean For Mort...

Our Head of Asia Technology Research Shawn Kim explains what disruptions to shipping in the Strait of Hormuz could mean for the global semiconductor supply chain and the immediate future of AI infrastructure.Read more insights from Morgan Stanley.----- Transcript -----Welcome to ... Show More

Our co-heads of Securitized Products Research Jay Bacow and James Egan discuss the impact of upcoming regulatory changes on U.S. mortgage rates and home sales.Read more insights from Morgan Stanley.----- Transcript -----Jay Bacow: It is March and there's some madness going on. I' ... Show More

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Tho ... Show More

<p>On today’s show we are seeing another central bank drop their benchmark lending rate. The Bank of Canada dropped its benchmark interest rate for the third time in a row, leaving the rate at 4.25%. This is in stark contrast to the US Fed Funds rate which remains at 5.25%-5.5%.< ... Show More

<p>Preston Caldwell, senior US economist for Morningstar Research Services, discusses why the Federal Reserve made an aggressive interest-rate cut now. And what these lower rates mean for borrowers.</p><p>Morningstar’s Take on the Federal Reserve’s First Interest-Rate Cut in 2024 ... Show More

<p>On today show we’re taking a look at a major shift in the rental housing market. This change is a direct result of the rapid increase in interest rates. A lot has been written in recent months about the so-called lock in effect. I recently attended a talk by Dr. Doug Duncan, c ... Show More

<p>On today’s show we are talking about the coming financial crisis. You might be wondering how I can say that. We are not seeing more bank failures since the failure of First republic Bank. </p> <p>We are seeing signs of it creeping into the news headlines. Yesterday’s Wall Stre ... Show More

Pending home sales rose in August, boosted by a slight drop in mortgage rates. Overall, though, the market remains sluggish — owners don't want to give up their locked-in low rates and buyers are waiting to see if rates and other costs will cool. Also in this episode: Banks respo ... Show More

On today’s show we are going to take a look at the Federal Reserve’s announcement on Wednesday of this week. There has been lots covered about this on virtually every news channel. What I'm covering hopefully is different from what you might be hearing. All eyes were on the Feder ... Show More

Mortgage rates just hit a 10-month low, giving buyers a brief window to increase their purchasing power—but that opportunity may not last. Meanwhile, in Washington, D.C., inventory is rising fast as former federal workers list their homes amid job cuts and economic uncertainty. I ... Show More

Send a textThis week on The Wall Street Skinny, we dive headfirst into the chaos that’s been roiling the markets—and specifically why what's happening in the bond market has investors spooked. Treasury auctions, bond yields, the dollar, and gold are all flashing red, and we break ... Show More