12-21-18: What The Fed’s Rate Hike Will Mean ...

As the AI trade gets choppier and investors look for alternatives to mega-cap tech concentration, India is emerging as a serious destination for capital seeking growth without the AI boom-bust risk. But before you pivot your portfolio eastward, you need to understand the real ris ...  Show more

Electronic warfare, drones, and advanced defense technology are forcing Wall Street to completely rethink how defense companies are valued — moving them closer to tech multiples than old-school defense contractor models. With NATO spending commitments rising and geopolitical risk ...  Show more

Stocks selling off after this morning’s hot CPI print. Could the inflation gauge push The Fed to delay rates into 2025? Plus A Real Estate rough spot. That CPI data sending all things real estate into the red. How commercial property, housing stocks, and the homebuying proxies ...

Signs of strength in the rate-sensitive housing sector as builders and home improvement companies jump today. So is the market telling us the Fed is done with its rate hike cycle. Plus new reporting on the lawmakers trading stocks affected by the policy they enact. Will the la ...

The current U.S. housing market is plagued by soaring interest rates and dwindling affordability for millions of Americans. Plus robust consumer spending and rising debt is raising concerns about the long-term stability of the economy. Get the facts first on Morning Wire. Learn ...  Show more

The highest interest rates in years should lead to a fall in house prices. But peculiarities of America’s mortgage market are <a href="https://www.economist.com/finance-and-economics/2023/08/30/how-can-american-house-prices-still-be-rising?utm_campaign=a.io&utm_medium=audio.po ...