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Housing Market & Interest Rates - Lowering the Fed rate might help consumers buy homes by injecting liquidity into the market, but other factors complicate the situation [1] - Mortgage rates are based on the 10-year yield, not the Fed funds rate; rate cuts don't automatically translate to cheaper mortgages [2][3] - Last year, Fed rate cuts spurred expectations for growth and inflation, pushing up the 10-year yield and hurting housing [3] - The belief that Fed cuts automatically lead to cheaper mortgages is not universally held; while it often happens, it didn't last year [4] Inflation & Monetary Policy - Higher and stickier inflation changes how the 10-year yield reacts to policy changes; bonds may not behave the same way to Fed cuts as in the past 20 years due to a different inflationary environment [5][6] - Equities are potentially a better inflation hedge than bonds, questioning bonds' role as a diversifier [6] - The labor market is showing signs of softening, which could lead to the Fed cutting rates and potentially pulling down long-term yields and inflation [8][9] Labor Market & AI Impact - 34% of CEOs surveyed by the Conference Board expect job cuts in the next 12 months, the first time those expecting cuts outnumbered those expecting to hire since COVID [8] - Companies are expected to accelerate job cuts to control costs [9] - Companies are investing in AI and training their staffs, but the timing and degree of AI's disinflationary impact are uncertain [10][11] - Companies are pressured to invest in AI, which requires upfront spending and may lead to headcount reductions to offset costs [11][12]

Palo Alter Networks, one of the biggest winners right now in the S&P 500. The cyber security software company beating top and bottom line expectations for its quarter and giving strong guidance as well. CEO Nikesh Aurora joins us now first on CNBC.Nikesh, it's great to see you. Welcome. >> Nice to see you, Sarah.>> You you say that this reflects a fundamental market shift for consumers. Explain what you're seeing. Um I'm not sure I said consumers but I think what it would be meant is it reflects the fundame ...

Economic Outlook - The analysis considers scenarios reminiscent of the 1990s with low inflationary growth or President Trump's first term [1] - Higher interest rates are creating distributional issues, especially in housing and for lower-income households with high credit card debt [1] - A significant capex boom is underway, driven by AI and tax policies [1] Housing Market - Home building is currently struggling [2] - Constraining home building could lead to inflation in the future [2] - A rate cut could stimulate a boom or pickup in home building, potentially lowering prices in the future [3]

Home Depot has been hosting its earnings call this hour. Let's get to Courtney Reagan with some highlights. Morning, Courtney.>> Hi, Carl. Yeah, so despite missing the street's expectations for earnings and revenue for the first time since May of 2014, shares are higher on the reaffirmed guidance for the full year. Comparable sales also disappointed slightly, only the second positive comp in 11 quarters.though sales did continue to get stronger each month of the quarter and McFale just said the CFO on the c ...

talk more about the possibility of this government stake with the commerce secretary Howard Lutnik who joins us I believe this morning from Washington. Morning Mr.. Secretary. Good to see you. >> Good morning. Nice to see you guys. >> Can you can you help us understand sort of the calculus behind this move? >> Sure. So for national security we need to make our own chips here. We cannot rely on Taiwan, which is 9,500 miles away from us and only 80 miles from China. So you can't have 99% of leading edge chips ...

Joe, let's go all the way back to Friday because, you know, I want to set the record straight on what went on in Alaska. Alaska was a show of force by President Trump. He invited President Putin to land that the Russians used to own.Uh he displayed a huge amount of military hardware and then did a flyover. It It was kind of like inviting your uncontrollable neighbor uh to your house and showing him your gun case. So then we the president Zalinski we had a very good meeting with him in and his team in the ov ...

of the last payroll report or because you absolutely must look through the inflation principle. Yeah, I think that's I think that's a fair assessment as to whether it'll be red hawkish and then maybe the market will say I don't we don't care. We still think it's going to go.Let's get the opening bell here in the CBC realtime exchange with the big border. CB Research Partnership, a nonprofit seeking to cure some rare skin diseases at the NASDAQ as soup and snack food maker. The Campbell company celebrating i ...

Let's talk more about the possibility of this government stake with the commerce secretary Howard Lutnik who joins us I believe this morning from Washington. Morning Mr.. Secretary. Good to see you. >> Good morning. Nice to see you guys. >> Can you can you help us understand sort of the calculus behind this move? >> Sure. So for national security we need to make our own chips here. We cannot rely on Taiwan, which is 9,500 miles away from us and only 80 miles from China. So you can't have 99% of leading edge ...

I I know part of what the administration has done has tried to make it tougher for Russia to be able to sell its oil. Um it cracked down pretty tough on India which is importing a lot of Russian oil but not so much when it comes to China. Is is China in the wrong for importing so much Russian oil as well.I think they import just as much as India does. Uh well let's go back and look at the history though, Becky. And look, the China importing it is suboptimal.But if you go back and look pre22, pre-invasion, 1 ...