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Mohawk's earnings will rise once housing normalizes, says Ariel's Charles Bobrinskoy
CNBC Televisionยท2025-06-20 17:40

All right, your first guest today says that if we get lower rates, again, big if, it could bring new buyers into housing and some housing related stock. For more, let's bring in Charlie Brinsko, he is vice chairman of Aerial Investments. Charlie, it's great to have you on.I mean, you just heard Steve's comments. Listen, what the Fed does and what the bond market does can ultimately be different things as we are kind of finding out. The Fed cut last year, bond yields rose.What do you think would happen to ac ...