The Exchange No Landing No-Kay!, Downgrades Ahead, Health of Housing 8/15/23
Aug 15, 2023
Today's retail data showing no signs of an economic slowdown, posing a problem for the Fed. Fitch warns of possible downgrades, including JPMorgan Chase. Homebuilder sentiment drops sharply. Shortage of minerals challenges meeting increasing demand. Housing trends shift with financing options and tech rally attracts big-name investors. Stock market predictions and asset allocation are discussed.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Economy, Retail Sales, and Implications for Inflation and Rate Cuts
03:19 • 12min
Current Problems in Commercial Real Estate and Builders' Concerns on Rising Mortgage Rates
15:30 • 5min
Challenges in the Home Building Market
20:46 • 4min
Shifting Housing Trends and Investor Activity in the Tech Rally
24:31 • 3min
Stock Market Predictions and Asset Allocation
27:59 • 12min
Challenges and Opportunities in Meeting the Increasing Demand for Minerals
39:40 • 6min