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

43:56
 
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Manage episode 435083679 series 1772319
Kandungan disediakan oleh CNBC. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh CNBC atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

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iconKongsi
 
Manage episode 435083679 series 1772319
Kandungan disediakan oleh CNBC. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh CNBC atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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 episod

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