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Wed, 17 Jul 2024 13:50:42 +0000	Investors are growing increasingly confident about a 'soft landing' With concerns about inflation declining, investors are feeling increasingly confident about the global economy exiting the central bank interest rate hiking cycle without an economic downturn.
Tue, 16 Jul 2024 08:00:27 +0000	The true bull market may finally 'wake up' as investors eye rate cuts Investors have been rotating to stocks outside of Big Tech in what could be the start of a new leg of the bull market.
Fri, 12 Jul 2024 21:51:19 +0000	Stocks rebound, housing market tips: Market Domination Overtime In today's episode of Market Domination Overtime, hosts Josh Lipton and Julie Hyman dive into the most prominent dynamics leading stocks and the US housing market. US equities (^DJI, ^IXIC, ^GSPC) are in focus as the major indexes rebound following a bad day for Big Tech stocks. Paul Hickey of Bespoke Investment Group joins to discuss the "rubber band" dynamic being created within markets. Mortgage rates are on a decline, potentially opening the door for new homebuyers. Zillow senior economist Orphe Divounguy joins to discuss everything buyers need to know from housing affordability to the best markets to shop in. This post was written by Angel Smith
Fri, 12 Jul 2024 21:02:28 +0000	Potential homebuyers due to see some relief in home prices As mortgage rates begin to see some easing and housing inventory begins to recover, there may be some hope on the horizon for potential homebuyers. Zillow senior economist Orphe Divounguy joins Market Domination Overtime to give insight into the housing market, what potential homebuyers need to know, and the more affordable housing markets in the US. Divounguy elaborates on some of the good news: "We have a low 4.1% unemployment rate. The loosening in the labor market came from a big increase in labor supply as opposed to layoffs. Potential home buyers are basically seeing mortgage rates easing, and that could be helpful for the housing market going forward. You take that and you combine that with the fact that we have more inventory than we had a year ago, and those are positive signs ahead". For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Nicholas Jacobino
Mon, 08 Jul 2024 20:35:49 +0000	What's behind record office sector vacancy rates: Economist According to a Moody's report, office sector vacancy rates have set a new record at over 20% in the second quarter. The author behind the report and Moody's head of CRE economics, Tom LaSalvia, joins Market Domination to give insight into the report and detail what's behind these record numbers. LaSalvia elaborates on the shift of office space use: "The way we're thinking about this as obsolescence, that there is a good 10 to 20% of office buildings out there that really just will not be able to compete in this new era, this era of remote work, this era of new offices, this era of new, let's say, centers of power in terms of where office-centric locations are, right? You're getting migration into the Sunbelt. You're seeing even within metropolitan areas like New York, certain submarkets doing much better than others. And so what you're left with is 10 to 20% of obsolete offices that are going to have to find some new life in this new era." For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Nicholas Jacobino
Thu, 20 Jun 2024 21:35:57 +0000	Housing trends, HPE CEO on Nvidia partnership: Market Domination There's never enough time in the day to trade, as Market Domination Hosts Julie Hyman and Josh Lipton walk investors through the final trading hour of Thursday, June 20. They cover the top trending stocks and market movements ahead of the closing bell. Hewlett Packard Enterprise (HPE) CEO Antonio Neri discusses HPE's new partnership with Nvidia (NVDA) on its line of "Nvidia AI Computing by HPE" product offerings. National Association of Home Builders (NAHB) CEO Jim Tobin stops into the studio to tackle some of the biggest challenges the US housing market is currently facing. Yahoo Finance's top trending stock tickers this hour include Gilead Sciences (GILD), commercial-grade EV maker Nikola (NKLA), and Advanced Micro Devices (AMD). This post was written by Luke Carberry Mogan.
Thu, 20 Jun 2024 16:07:58 +0000	Chip stocks soar, housing market struggles: Morning Brief On today's episode of Morning Brief, Hosts Brad Smith and Madison Mills break down the market open and some of the trading day's biggest stories. The S&P 500 (^GSPC) and Nasdaq Composite (^IXIC) opened Thursday's trading session higher, while the Dow Jones Industrial Average (^DJI) hovered below its flat line. The tech sector continues to push the markets to new heights, as Nvidia (NVDA) has become the most valuable publicly traded company on the New York Stock Exchange. Meanwhile, Dell Technologies (DELL) has announced a new partnership with Nvidia to construct an AI factory for xAI, Elon Musk's artificial intelligence venture. In a parallel development, Musk indicated that xAI will also explore utilizing Super Micro Computer's (SMCI) server solutions. Meanwhile, new economic data releases painted a mixed picture of the labor market and housing sector in the United States. On the employment front, the number of initial jobless claims fell to 238,000 for the week ending June 15, coming in hotter than economists' expectations of 235,000. The housing sector also showed signs of strain, with both housing starts and building permits falling more than expected in May. Pulte Capital CEO Bill Pulte calls the print "a little bit of a speed bump" in an overall strong housing market. As the Swiss National Bank initiated its second interest rate cut this year, all eyes are on when the Federal Reserve will cut rates. JPMorgan US Head of Investment Strategy Jake Manoukian explains: "The Fed's going to join the party probably at some point this year. We're 90 days away from the September Fed meeting, traders are pricing in a 67% chance that that's the first cut." He adds that if a rate cut does not come in September, it will most likely come in December. This post was written by Melanie Riehl
Thu, 20 Jun 2024 14:50:07 +0000	Interest rate cuts could 'dramatically increase' home prices Housing starts and building permits data for May came in below expectations as mortgage rates continue to remain high. Pulte Capital CEO Bill Pulte and S&P Global Ratings Homebuilders Director Maurice Austin join Morning Brief to discuss the state of the housing market and its relationship to ongoing rate pressures. "I think it's a little bit of a speed bump. The housing market is very strong. It continues to be very strong," Pulte explains. He notes that big home builders — such as PulteGroup (PHM), which his family originally founded — are in a good position as they "have a balance sheet, have access to the mortgage bond market and, frankly, are taking market share right now." As the market awaits an interest rate cut from the Federal Reserve, Pulte adds that a cut will "dramatically increase" the price of homes. With more people being able to afford mortgages, demand could skyrocket, creating an affordability issue. Austin adds, "What we've seen is the level of sales incentives remain elevated, and they will continue to be so as long as rates stay higher for longer, which ultimately could lead to negative profitability on the homebuilder side." For more expert insight and the latest market action, click here to watch this full episode of Morning Brief. This post was written by Melanie Riehl
Tue, 18 Jun 2024 22:19:35 +0000	S&P 500 and Nasdaq, Boeing, recession warnings: Market Domination Overtime All three of the major US stock market indexes (^GSPC, ^DJI, ^IXIC) all closed Tuesday's session in the green in the middle of this holiday-shortened trading week. The S&P 500 and Nasdaq Composite continue to add to the growing list of record highs in 2024. Outgoing Boeing CEO David Calhoun (BA) testified before a US Senate panel addressing safety concerns within the company. Calhoun stood before families of victims from previous incidents involving Boeing and apologized to them directly. For more expert insight and the latest market action, click here. This post was written by Nicholas Jacobino
Tue, 18 Jun 2024 21:44:26 +0000	There is a 'real disconnect' in CRE, Hines Global CIO says Real estate capital markets have been under pressure globally, while the direction of interest rates in the US remains more uncertain as compared to the Federal Reserve's global central bank counterparts. Joining Asking for a Trend to discuss the evolving real estate environment is David Steinbach, Hines Global Chief Investment Officer. Steinbach notes that the real estate sector had experienced 40 years of declining interest rates, with many financial markets becoming "deeply embedded" in this dynamic. However, the shift towards the current interest rate environment represents a transition from a "beta to alpha" environment, calling today's landscape "a different sport" that requires more effort. Steinbach highlights downtown investments and transit-oriented investments as promising opportunities, also touching on the state of commercial real estate. Internationally, he identifies Europe, India, and Japan as attractive markets with high demand in the real estate sector. "Real estate is becoming more of a service, and so it's about what you're doing for the customer, the tenant. That really is moving the needle now more than ever," Steinbach told Yahoo Finance. For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend. This post was written by Angel Smith
Tue, 18 Jun 2024 21:02:12 +0000	What Lennar's Q2 earnings signals for the housing market Shares of Lennar (LEN) are trading lower in Tuesday's after-hours trading, despite the homebuilder delivering a beat in its second-quarter earnings. The company reported revenue of $8.77 billion, surpassing analyst estimates of $8.57 billion, while also exceeding expectations on the adjusted earnings per share front, with a figure of $3.38 per share surpassing the anticipated $3.24. However, Lennar sounded a cautionary note, highlighting continued pressure stemming from the prevailing mortgage rate environment. Yahoo Finance's Dani Romero breaks down the details of Lennar's earnings report, providing insights into what it means about the state of the consumer and the broader housing market. For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Angel Smith
Tue, 18 Jun 2024 20:15:54 +0000	One way homeowners are paying more due to extreme weather Climate change is emerging as a new challenge for the housing market and homeowners. As severe weather-related risks and incidents escalate, homeowners find themselves grappling with the continued reality of soaring costs associated with homebuying. Yahoo Finance's Senior Columnist Rick Newman sheds light on the issue, offering insights into the escalating home insurance premiums across the nation. For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Angel Smith
Mon, 10 Jun 2024 20:50:24 +0000	Utilities sector is where the 'AI craze' gets 'out of hand' On Monday's edition of Good Buy or Goodbye, Interactive Brokers chief strategist Steve Sosnick breaks down two interest rate-sensitive sectors in a higher-for-longer economic backdrop. Sosnick sees the Real Estate Select Sector (XLRE) ETF as a "good buy," explaining that it is "interest rate-sensitive on the way in and the way out. They borrow a lot of money, but they pay a high dividend typically." The ETF covers a diverse set of companies, from offices to apartments to data centers, he says, noting, "it's OK to be in a diverse sector as long as you have winners to help out the losers." He points to the boom of residential real estate as balancing out the struggling commercial side of real estate. Conversely, Sosnick believes utilities (XLU) are "a manifestation of the AI craze that's gotten a little bit out of hand." He explains that while the sector's rate structure is pretty well fixed, the infrastructure is a much greater undertaking, with high costs and a longer time to build. "So if you're piling into utilities as an AI play, it's going to take you years for that to pay off," he explains. For those who already have utilities, he encourages investors to hold, but not buy more. For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Melanie Riehl
Fri, 24 May 2024 16:58:02 +0000	Why now is the time to buy a house: William Raveis VP Mortgage rates are showing signs of easing, falling below the 7% for the first time in a month. Melissa Cohn, William Raveis Mortgage regional vice president, joins Wealth! to discuss her outlook on the housing market. Cohn notes that "more buyers will come into the marketplace" as rates continue their downward trajectory. She advises individuals looking to purchase a home to buy now. As the number of homebuyers increases and rates continue to drop, Cohn says, "prices are likely to go up." Cohn also highlights home sellers, noting the importance of finding "that happy medium." For those looking to sell their properties, she says they must remember that they will ultimately be in the market to buy as well. For more expert insight and the latest market action, click here to watch this full episode of Wealth! This post was written by Angel Smith
Fri, 24 May 2024 16:06:03 +0000	Silicon Valley luxury homes sales soar amid AI boom While the broader housing sector continues to face challenges, luxury homes in Silicon Valley are flying off the market. Analysts attribute this surge in high-end real estate activity to the ongoing artificial intelligence boom. Yahoo Finance's Rebecca Chen breaks down AI's impact on the region's successful real estate trends. For more expert insight and the latest market action, click here to watch this full episode of Wealth! This post was written by Angel Smith
Thu, 23 May 2024 22:10:47 +0000	ETF approval, housing shortage, e.l.f. CEO : Asking for a Trend On today's episode of Asking for a Trend, Host Josh Lipton explores three markets — cryptocurrency, housing, and the beauty market. As the crypto world eagerly awaits the decision on the approval of an ether ETF, the show welcomes BitGo Go Network Head and Managing Director Matt Ballensweig who offers his expert perspective on why he believes the SEC will ultimately greenlight this investment product. Yahoo Finance's Julie Hyman takes a deep dive into the housing market, exploring the persistent supply challenges faced by homebuyers despite the easing of mortgage rates. Finally, E.l.f. Chairman and CEO Tarang Amin joins the show to discuss the beauty giant's impressive fourth-quarter earnings beat and his outlook on the company's growth trajectory. This post was written by Angel Smith
Thu, 23 May 2024 21:24:00 +0000	Mortgage rates dip under 7%, housing supply still low As the spring homebuying season blooms, mortgage rates offer some reprieve, dipping below the 7% mark for the first time in over a month. While this downward trend may provide a glimmer of hope for prospective homebuyers, the housing market continues to grapple with a severe supply crunch. Yahoo Finance's Julie Hyman breaks down the details. For more expert insight and the latest market action, click here to watch this full episode of Asking for a Trend. This post was written by Angel Smith
Wed, 22 May 2024 19:57:24 +0000	Housing market to see 'slow comeback' as mortgage rates fall US existing home sales fell below April estimates, reporting a figure of 4.14 million for the month while declining more than expected by 1.9% month-over-month. Realtor.com Chief Economist Danielle Hale helps Yahoo Finance look deeper into the housing data and what it signifies for forthcoming improvements in the housing market. "For existing homeowners who are maybe reasonably happy with their home, but ready to make a trade either up or down or to something different, it is really expensive to try to get a mortgage at a 7% rate, compared to their current rate," Hale explains. "90% of them are under six and two-thirds are under 4%. so it makes it a lot more expensive to move." She also expects real estate market and buyer activity to "ramp up" with every little decline in mortgage rates, but forecasts it to still be a "slow comeback." For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Luke Carberry Mogan.
Thu, 16 May 2024 21:08:34 +0000	Homebuilding fundamentals remain 'robust': Saint-Gobain NA CEO Mortgage rates have slowly fallen for the second week in a row, with the 30-year fixed mortgage rate just above 7%. With the potential for mortgage rates to come down further, the housing market may see a bit of a turnaround for homebuyers. However, the supply of homes is still low. Saint-Gobain North America CEO Mark Rayfield (SGO.PA) joins Market Domination Overtime to discuss the state of homebuilding and the broader housing market. On the fundamentals of homebuilding in North America, especially after COVID-19, Rayfield states: "It's still a very robust market. So for the vast majority of building materials, if you look at exterior products and roofing and siding and gypsum and insulation, the market is there, thereabouts at capacity. Not sold out like it was in COVID. But depending on where you are regionally, there could be some supply challenges, not long. So that is another reason I say the market remains quite robust at these housing levels." For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Nicholas Jacobino
Thu, 09 May 2024 13:33:22 +0000	Affirm stock sinking, Good Buy or Goodbye: Market Domination Stocks (^DJI, ^IXIC, ^GSPC) search for direction ahead of Wednesday's market close with the Dow Jones Industrial Average holding in the green. After topping fiscal third-quarter revenue estimates and narrowing expected losses per share, Affirm shares (AFRM) are now sinking in the afternoon and analysts have an idea of what the cause is. Tripadvisor (TRIP), Teva Pharmaceutical Industries (TEVA), and Dutch Bros (BROS) are also reporting earnings. Defiance ETFs CEO and CIO Sylvia Jablonski joins Market Domination for the latest installment of Yahoo Finance's Good Buy or Goodbye to talk about the latest trend in clean energy investing: Uranium. Dine Brands (DIN) CEO John Peyton — whose company owns IHOP and Applebee's — discusses consumer spending patterns at his restaurants. This post was written by Luke Carberry Mogan.

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