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Interest Rate & Yield Curve Impact - Potential Fed rate cuts as early as September could steepen the yield curve, benefiting banks' net interest income [2] - Rate cuts of 25 to 50 basis points between now and year-end, and potentially further next year, are anticipated [5] Loan Growth - Consumer loan growth, particularly in credit cards, has been robust over the last two years [3] - Corporate lending has been modest, but commercial and industrial lending has shown a pickup in the last 6 to 8 weeks [4] - The industry could see loan growth exceeding 4% on an annualized basis in the current (third) quarter [4] Regional vs Money Center Banks - Regional banks benefit more from a steeper yield curve because they generate 65% to 70% of revenues from net interest income (spreads) [6] - Money center banks like JP Morgan and Bank of America generate closer to 55% of revenues from spreads [6]

Like your heart rate right now is at 116. >> At the Cory Stringer Institute at the University of Connecticut, lead scientist Douglas Casa is racing against climate change to help folks stay safe in the summer heat. >> Every single day there are people dying because they don't have the proper strategies um to do their job or sport in the heat.>> Do more people die of the heat than the cold. >> Without question. All the kind of natural things, hurricanes, even combine them all together, the number of deaths d ...

The home construction ETF, the ITB, is having its best day since July 22nd. Our next guest says the rally is long overdue. Let's bring in UBS home builders analyst John Lvalo.John, why is it overdue. Hey, Morgan, thanks so much for having me. Interestingly, this is sort of the next leg of a rally that began at the beginning of earning season, and it's something that we had highlighted in our preview note, and we our preview note was titled bear trap.And really what we were suggesting is that investor sentim ...

Right, we've got a social media post now from the Commerce Secretary Howard Lutnik on Intel. The Commerce Secretary posting just a short time ago, big news. The United States of America now owns 10% of Intel, one of our great American technology companies.This historic agreement strengthens US leadership in semiconductors, which will both grow our economy and help secure America's technological edge. Thanks to Intel CEO Lip Bhutan for striking a deal that's fair to Intel and fair to the American people. Tha ...

Good day. I'm Tom Costello. I'm in for Howie.And as we said, we start with a lot of breaking news. This mass casualty response. Emergency responders from multiple towns are digging through the wreckage of a horrific deadly accident on the New York throughway.This is the scene right there. A tour bus toppled over after crashing into a semi-truck. We know from one fire department that multiple people are reported dead, including a child.Police say the tour bus was on its way back to New York City from Niagara ...

For more on what this means for Intel and for America's semiconductor industry, let's bring in Bernstein Stacy Rascott. Stacy, want to get your thoughts on this. Is this good for Intel.Well, I mean, it's good in the sense that they're getting dollars that they, you know, may or may not have gotten otherwise. But at the same time, if they were supposed to get those dollars before, they were going to get them for free, and now they're giving up presumably 10% of the company for them. Um, I think the biggest i ...

the fact that we did see this rebound today. Was this just springloaded and a relief rally uh that was triggered by the POW comments or do you expect that the uh correction, can we even call it a correction that we saw in tech has has happened. >> Yeah.Well, I think it's mostly a reaction to a pretty big earnings season. I think you had the AI winners really have strong relative valuation to cyclicals um and other stocks. And so I think there's a little bit of a kind of relative valuation that's kind of uh ...

Content Moderation & Automation - Meta incorrectly applied a sensitive content warning to a post due to automation [1] - The warning stated the post "may contain images that some people find upsetting" [1] - Meta has since removed the warning [1] - Meta is actively investigating why the post was flagged [1] Content Policy - Meta's content policy protects refugees, migrants, immigrants, and asylum seekers from the most severe attacks [1] - Commentary on and criticism of immigration policies is allowed [1]

Just within the past couple of moments, the president of the United States announcing a major tariff investigation in the furniture industry, posting on social media a couple minutes ago, "I am pleased to announce that we are doing a major tariff investigation on furniture coming into the United States within the next 50 days. That investigation will be completed and furniture coming from other countries into the United States will be tariffed at a rate yet to be determined. This will bring the furniture bu ...