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Shifting Fed Narrative, DNC Kicks Off, Strong Foundation for Homebuilders? 8/19/24

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Manage episode 435083679 series 1772319
Indhold leveret af CNBC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af CNBC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Three central bankers spoke out over the weekend, with all seemingly in favor of a September rate cut. Our strategist still sees three cuts this year and joins us with his read on the economy. Plus, the Democratic National Convention kicks off in Chicago today, and we have a live report from Chicago with what’s at stake and what a Harris presidency means for your money. And UBS sees the foundations for a homebuilder rally forming, despite the recent negative data. Their analyst will join us with the name he sees rallying 16% from here.

  continue reading

1930 episoder

Artwork
iconDel
 
Manage episode 435083679 series 1772319
Indhold leveret af CNBC. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af CNBC eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Three central bankers spoke out over the weekend, with all seemingly in favor of a September rate cut. Our strategist still sees three cuts this year and joins us with his read on the economy. Plus, the Democratic National Convention kicks off in Chicago today, and we have a live report from Chicago with what’s at stake and what a Harris presidency means for your money. And UBS sees the foundations for a homebuilder rally forming, despite the recent negative data. Their analyst will join us with the name he sees rallying 16% from here.

  continue reading

1930 episoder

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