The Exchange The House Divided, Biden’s Israel Visit, and Regionals & Rates 10/18/23
Oct 18, 2023
Highlights include the failure of the House Speaker vote, President Biden's visit to Israel, the impact of rising bond yields on loan demand, and updates on the housing market, mortgage rates, and activist investor campaigns.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Congress Stalemate and Aid to Israel
02:35 • 13min
Impact of Higher Yields on Housing Market and Mortgage Rates
15:32 • 13min
Activist Investor Campaigns and Market Update
28:37 • 2min
Investor Activism on the Rise
30:23 • 4min
Stock Recommendations, Protests, and NFL Contract Extension
33:55 • 14min
Recent Volatility in Macro Rates Trade and the Need for Bond Leadership
48:21 • 2min