New Zealand’s central bank is ready to cut interest rates further if the outlook for price pressures continues to soften as expected, chief economist Paul Conway said https://t.co/jLvvwbuA3d ...

With interest rates near two-decade highs, it is no wonder that homebuyers want to cut corners. Some strategies are risky—especially for sellers https://t.co/yV1cNASkGY ...

Philippine bonds are poised to rebound from the bottom of Asia’s debt rankings, thanks to the central bank’s room to cut rates and their relative insulation from US Treasury moves https://t.co/G2LaV6nsB8 ...

All right. What the heck just happened to the stock of SL Green Realy, the largest commercial real estate landlord in Manhattan with interest in 53 New York City office buildings totaling over 30 million square ft. Now, this stock has been frustrating, basically flat over the past 12 months, and it only got worse last week when SLB reported a seemingly strong quarter.And yet it share price got clobbered. Anyway, before we get to this quarter though, let's set the scene. Last year, the office reached they we ...

What the heck just happened to the stock of SL Green Realy, the largest commercial real estate landlord in Manhattan with interest in 53 New York City office buildings totaling over 30 million square ft. Now, this stock has been frustrating, basically flat over the past 12 months, and it only got worse last week when SLB reported a seemingly strong quarter and yet it share price got clobbered. Anyway, before we get to this quarter though, let's set the scene.Last year, the office reached they were on fire. ...

What is the common denominator to the meme stock frenzy that we're seeing right now. Well, it's that they're all terrible businesses that aren't trading on fundamentals and are all across Wallstreetbets forums, across Reddit that people are talking about. And it's an effort to get rich quick to capitalize on these really big swings in these companies.This is starting to second day today with all of these companies that you mentioned, GoPro, Krispy Kreme, Wendy's. Amateur traders piling in once again. This c ...

Do you think that Fed chair drone pal should move on. I think he's doing a bad job, but he's going to be out pretty soon anyway. In eight eight months, he'll be out.Uh but he's uh I call him too late. He's too late all the time. He should have lowered interest rates many times.Europe lowered their rate 10 times. We lowered ours none. And it's causing a problem for people that want to buy a home.Look, our economy is so strong now, we're blowing through everything. We're setting records. You know that. You se ...

Private Credit Market Growth - Private markets have expanded significantly, reaching a $13 trillion valuation [1] - The private credit industry tripled in value from $517 billion in 2015 to over $1.7 trillion in 2025 [1] - The industry is expected to increase by 50% in the next 4 years [1] Risks and Concerns - Regulators and investors are concerned about the risks associated with private credit's rapid growth [1] - Systemic risks are a concern due to the size of the private credit market [2] - Rising interest rates pose a significant risk, potentially straining borrowers' balance sheets [2] - Default rates are expected to rise, regardless of a recession [2] - Private credit loans are hard to value, and defaults could occur rapidly if the economy weakens [2]

Monetary Policy Stance - Christopher Waller advocated for a rate cut at the upcoming meeting in two weeks [1] - Waller's views have shifted from hawkish to dovish over the past couple of years [1] - The speaker expressed concern that the optimal time for rate cuts was in April and May [2] - The current level of interest rates is considered restrictive [3] - The speaker would like to see the Fed make further adjustments, believing they paused prematurely [3] Economic Outlook - Anticipation of economic reacceleration in September, October, and November [3] - The speaker believes the "one big beautiful bill" contains incentives for business investment [2]

Market Trends & Sentiment - Homebuilder ETF experienced its best day since 2022, with Horton and PTE jumping double digits [1] - Consumer confidence is improving, potentially bringing buyers off the sidelines [2] - Investor sentiment is improving with optimism that this quarter will be the last cut for homebuilders and the housing market will improve moving into 2026 [3] - Stabilization in rates is needed more than rate cuts for homebuilders to plan and consumers to make decisions [4] Company Strategy & Operations - Builders are building smaller footprints with fewer SKUs (stock keeping units) to make the build process more efficient and affordable [5] - Builders are offering financing incentives to solve for affordability [6] - Stick and brick costs (labor and material) for homebuilders are down low single digits year-over-year [7] - Public builders are gaining market share, now representing about 50% of the market among the top 16 builders, due to better access to land, labor, materials, and financing [10] External Factors & Policy - Lumber prices are up 20-30% for the year but remain in a manageable range [6] - Potential elimination of capital gains for selling homes could put incremental dollars in the hands of consumers, making home purchases more palatable [8][9] - There is a real shortage of labor in the market, but the immigration crackdown has not caused any disruption as of yet [12]