Let's talk markets, uh, Fed, interest rates, inflation, and so much more with a guy who you probably need to know even better than you may already. David Zervos is here. He's chief market strategist at Jeffre, CNBC contributor, and yes, now he is officially on the list of candidates being considered for the job of Fed chairman.So, good morning. Now, do you have to watch your words in a different way, do you feel like. I I I think that's probably fair to say.I would also say that uh you know I kind of have t ...

Joining us now, Logan Motami, uh, Housingware lead analyst. And, um, I guess the first thing you can talk, you know, talk about what the Treasury Secretary alluded to or or just respond to the numbers that we just heard from, uh, from the federal government. >> You know, single family permits have been going lower and lower for some time now.Uh the big publicly traded builders can still buy down rates to get below 6% to move product, but the smaller builders are at a disadvantage here. Multif family constru ...

💥BREAKING:🇺🇸 FED CHAIR POWELL IS SCHEDULED TO DELIVER A SPEECH NEXT WEEK ON THE FED’S POLICY FRAMEWORK. https://t.co/qTxHKZx944 ...

🇺🇸 UPDATE: The probability of a U.S. Federal Reserve rate cut in September has risen to 99.8%. https://t.co/vfHn97vxPY ...

Yes, Bloomberg reporting was on the spot here, Mike, the idea of a fill in fed governor, we talked about this just yesterday. Why raid the council of economic advisors, though, for the job. Well, obviously, Myron and the president think it would be a more influential position to have him on the Fed, where he would be able to publicly criticized Fed policy if he doesn't like it and maybe help shape the policy going forward.The issue is he's got to leave the CIA. So if he does that, it seems logical that the ...

Let's start perhaps with the data side of things. Is there going to be a market fallout. It doesn't appear as though right now, but there is going to be a ripple effect and can we trust the data going forward.So, I think the next few days after you're seeing a considerable degree of surprise on Friday, you you very likely will see some market reaction. You're not going to solve this overnight because this is a revision off of several months of data. and the markets were caught by surprise in an environment ...

followed all the twists and turns for us today and got us up to speed with where we are. I mean, what a day. Grasso I'm just going to going to start right there.Do you think that this I know we're not all policy experts here but was this at all sort of strategic and attempt to like lob out the idea how markets reacted. Yeah. And then take it from there.>> He's done that before I think I think he he is good at doing that. That's part of his strategy I don't think that he the term is up in May 2026. So I don' ...

ANNOUNCER: THIS IS BALANCE OF POWER FROM D. C. JOE: WELCOME.THE WORLD WAITS FOR PRESIDENT TRUMP ON WHETHER TO JOIN ISRAEL OFFENSIVELY AGAINST IRAN. PRES. TRUMP: I LIKE TO MAKE A FINALS NAL DECISION ONE SECOND BEFORE IT IS DUE.JOE: WE TALKED TO MEGAN O'SULLIVAN. TYLER: THE CONFLICT SENDING OIL SURGING. WE HAVE A LOOK AT HOW THE INDUSTRY IS PREPARING.JOE: REPUBLICAN INFIGHTING INTENSIFIES. DEMOCRATS SHARPEN ATTACKS. >> REPUBLICANS HAVE MADE CLEAR THEY ARE WILLING TO THROW MILLIONS OF AMERICANS UNDER THE BUS S ...