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Today's episode includes a dive into the differences between credit scoring and credit pricing. Plus, Robbie interviews Automax.ai's Humza Ahmed on how residential property appraisal technology is evolving, the way it's built for UAD 3.6, and what is dramatically reducing turnaround times. And we close by going through the latest CPI inflation figures, which were roughly in-line with expectations.Thank you to JazzX, the first true end-to-end AI platform built for mortgage. From application to underwriting, JazzX is a new operating model that helps you scale growth, boost productivity, and transform how your team performs.The Chrisman Commentary is your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.
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Inflation just came in hotter than expected... and some of the market's biggest winners are suddenly looking a whole lot weaker.For months, tech stocks seemed unstoppable. Names like Nvidia, Apple, Microsoft, Broadcom, and Palantir led the charge higher. But with CPI climbing back above 4%, rising rate hike expectations, and fresh sell signals appearing across the market, the story may be changing fast.In this video, we break down what the latest inflation report means for investors, why money is rotating out of high-growth tech stocks, and where smart money appears to be moving next.You'll also see several stocks flashing warning signs and a few surprising opportunities showing strength despite market weakness.✅ Why higher inflation could pressure tech stocks even more✅ The latest sell signals appearing across major market leaders✅ What the CME FedWatch Tool is revealing about future interest rates✅ Why consumer defensive stocks are suddenly outperforming✅ Buy signals emerging in stocks like Procter & Gamble, Church & Dwight, and US FoodsWhile everyone is chasing the hottest stocks, the biggest opportunities often show up where nobody is looking. If inflation remains elevated and market conditions continue to shift, defensive sectors could become one of the most important areas to watch.Stay ahead of market trends with OVTLYR and discover where capital may be flowing before the crowd catches on.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.
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The February Producer Price Index (PPI) data release came in way hotter than expected, exceeding consensus expectations by nearly double. This is on top of an already hot January report, which signifies that goods and services inflation in the pipeline is very much a trend and not an isolated event. PPI typically foreshadows consumer inflation—where the public really begins to feel the pain—by about two to three months. And these numbers don’t include the impact of the war in Iran and the unbelievable spike in energy costs. Today we break down the nature of inflation shocks, why this differs from the dual oil shocks of the 1970s, but how it has already produced the same stagflationary result. Resources U.S. Bureau of Labor Statistics: Producer Price Index News Release summary Trading Economics: United States Producer Price Inflation MoM Wolf Street: Core PCE Inflation Hits 3.1%, Worst in 2 Years, in Unique Twist Blows way past CPI Inflation. Driven by Core Services Morningstar: Inflation Set to Rise in 2026 as Tariff Costs Hit Consumers KPMG: Headline masks lingering inflation CNBC: $100 oil? Prolonged Hormuz closure could spark a 1970s-style energy shock Yahoo Finance: Oil at the Edge: Markets brace for the largest supply shock in decades: Oil & Gas 360 Investopedia: Understanding Hubbert's Peak Theory and Global Oil Production Bloomberg Law: Morgan Stanley Sees Private Credit Default Rates Reaching 8% (2) Business Insider: Morgan Stanley says AI disruption of software will send private credit defaults surging UNFTR Resources Video: Iran War, Energy Spike, and the Inflation Perfect Storm -- If you like #UNFTR, please leave us a rating and review on Apple Podcasts and Spotify: unftr.com/rate and follow us on Facebook, Bluesky, and Instagram at @UNFTRpod. Visit us online at unftr.com. Become a member at unftr.com/memberships. Buy yourself some Unf*cking Coffee at shop.unftr.com. Visit our bookshop.org page at bookshop.org/shop/UNFTRpod to find the full UNFTR book list, and find book recommendations from our Unf*ckers at bookshop.org/lists/unf-cker-book-recommendations. Access the UNFTR Musicless feed by following the instructions at unftr.com/accessibility.Support the show: https://www.unftr.com/membershipsSee omnystudio.com/listener for privacy information.
#stockmarket #nifty50 #sensex #crudeoil #inflation #cpi #semiconductor #niftyauto #coalindia #ambujacements #investing #trading #finance #geopolitics #stocksCoupon Code: WORLDCUP (60% OFF on Model Portfolio All, Fund-o-meter & Stock-o-meter) https://shorturl.at/XwkamHow to Achieve Financial Freedom - Offline Workshop by Parimal Ade & Gaurav Jain (Mumbai)https://shorturl.at/gM97lHow to Use Artificial Intelligence for Investing - Combo of 5 ebooksGlobal crude oil prices approach $100 amid the Middle East conflict and a blockade in the Strait of Hormuz. India's retail inflation rose to 3.21% under the newly adopted 2024 CPI base year. The government is planning a ₹1 lakh crore fund for India Semiconductor Mission 2.0. Nifty Auto plunged on energy supply fears, while Coal India rallied on strong inventory levels. Plus, Ambuja Cements successfully completed its merger with Sanghi Industries.
In this eye-opening episode of The Alan Sanders Show (Ep. 047), we break down today's BLS CPI report: headline inflation held flat at 2.4% year-over-year for February 2026 (unchanged from January), with core CPI steady at 2.5%, good news pre-Iran war impacts. We expose the growing Red-Green Alliance: radical Leftists and Islamists uniting against America and Israel, echoing the 1979 Iran betrayal where Marxists aided the mullahs only to be crushed. Plus, the propaganda machine from legacy media and Democrats spins narratives to hide threats, while the Dunning-Kruger Effect explains why overconfident voices dominate discourse. Facts, no spin! Please take a moment to rate and review the show and then share the episode on social media. You can find me on Facebook, X, Instagram, GETTR, TRUTH Social, TikTok, YouTube and Rumble by searching for The Alan Sanders Show. And, consider becoming a sponsor of the show by visiting my Patreon page!
Kia ora. Welcome to Thursday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand. I'm David Chaston and this is the international edition from Interest.co.nz. Today we lead with news markets seem to be ignoring current economic data releases, building up higher risk settings. First, oil prices have risen despite official fanfare that strategic oil reserves are being released. Secondly, 'risk-free' benchmark interest rates are rising despite US inflation coming in unchanged. And thirdly, the sudden twist in Aussie rate expectations has seen their currency appreciate significantly, up +2.5% from the start of the week, up almost +7% since the start of 2026. But first in the US CPI inflation in February came in at the expected 2.4% rate, unchanged from January. But of course this survey was for a period that predates the current war impacts. Their core inflation rate rose slightly in February from January, to be 2.5% in February. In this data year-on-year petrol prices fell -5.6% to give these results, and we all know they have actually risen +22% in the past month. No doubt consumers there will be wonder why, if the US is a net energy exporter. But Trump's billionaire mates won't be turning down a grift. US mortgage applications rose for a fourth consecutive week last week, up +3.2% from the prior week, driven largely by new home purchase activity, and in spite of rising interest rates. There may by FOMO operating here, fear of even higher rates locked in for the future. Chinese new vehicle sales fell sharply in February from January. But that sort of seasonal shift isn't unusual. However, February sales were actually -15.5% lower than February 2025, and actually even lower than in February 2016. After a very strong run over the past three years, the Chinese car-making industry will be looking at the developing 2026 trends nervously. Beijing doesn't need this sector to repeat what went on in their residential housing sector. In Europe, ECB boss Lagarde has been out emphasising that they will be redoubling their efforts to keep inflation under control with an active monetary policy in the face of oil price pressures, and "will take the necessary measures to control inflation". In England, we should note that their central bank's prudential regulators have given on-line fintech Revolut a full banking license. This is expected to see them attack mainline banks in their most profitable sectors, lending, although Revolut will not be encumbered with branches or any broad requirements to provide full service offerings. Revolut has been a haven for crypto transactions. And staying in Europe, we should note there is an election in three weeks in Hungary, and EU member state. Current polling shows Prime Minister Viktor Orbán is heading for defeat. The pressure is on Orbán, and he has called for Russian help to smear his opponents. In Australia, there are more stories about panic buying of fuel, especially diesel, as farmers and fishers worry about availability to keep their operations going. They worry that food prices will be next. And staying in Australia, Westpac among others are suddenly forecasting that the RBA will hike its cash rate target by +25 bps on March 17 to 4.1% and again in May to 4.35%. The sudden rise in inflation threats are behind the sharp change, with their central bank "feeling compelled to act". The UST 10yr yield is now just on 4.21%, up +7 bps from yesterday. The price of gold will start today down -US$58 from yesterday at US$5170/oz. Silver is down -US$4 at US$85.50/oz today. American oil prices are up +US$3, at just under US$87.50/bbl, while the international Brent price is now just over US$91.50/bbl. The Straits of Hormuz remain essentially closed. But even if they reopened today, the status quo is unlikely to be restored. So the echo of this crisis may last a very long time. At least, that is what markets are pricing in. The Kiwi dollar is down -40 bps against the USD from yesterday, now just over 59.1 USc. But against the Aussie we are down -50 bps at 82.7 AUc. We are up +20 bps against the yen. Against the euro we are unchanged at 51.1 euro cents. That all means our TWI-5 starts today down -30 bps at just under 62.7. The bitcoin price starts today at US$70,706 and down -0.7% from this time yesterday. Volatility over the past 24 hours has been modest at just on +/- 1.6%. You can get more news affecting the economy in New Zealand from interest.co.nz. Kia ora. I'm David Chaston and we'll do this again tomorrow.
Derek Moore is joined by Mike Snyder to talk about the CPI release and how there isn't any evidence that tariffs are causing any issues with inflation. So, does this mean the Fed has a green light to cut rates? As the market broadens, you might be surprised what sectors are leading and hint, it's not tech. CPI Inflation report No inflation from tariffs Fed interest rate cuts Mag 7 passes the baton to energy, materials, and staples Nvidia earnings are coming up so what does the implied volatility say at this point? Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Kia ora.Welcome to Monday's Economy Watch where we follow the economic events and trends that affect Aotearoa/New Zealand.I'm David Chaston and this is the international edition from Interest.co.nz.Today we lead with news the modest US inflation rate reported for January is fueling a disconnect and scepticism in US households.But first, this is a week where we will get the next RBNZ OCR review on Wednesday, important because it is Governor Brennan's first. And she will get her first inkling of January inflation impulses on Tuesday, and may have the January REINZ data later today. And she will likely know how the bank's consumer and business surveys are tracking, especially on inflation expectations.In Australia, the key data will come on Thursday with their January labour force updates. And the RBA will release the minutes of it February 4 meeting on Tuesday, always a potential market-moving event.The US Fed will also release its minutes this week. And we will get the advance estimate of Q4-2025 US GDP, as well as the Fed's [referred inflation gauge, the PCE. Canada will chime in with its own key releases.In China, markets will be closed for the week-long Lunar New Year holiday from February 16 to 23, although January foreign direct investment data is still expected to be released. Elsewhere, trade figures are due from Singapore, Malaysia, and New Zealand, while Malaysia will also publish inflation data.Over the weekend, China reported that that price deflation in their housing market picked up in January for a third straight month at a faster pace, overall down -3.1% from a year ago. In January, the year-on-year sales price of existing homes in first-tier cities fell by -7.6%. Specifically, prices in Beijing, Shanghai, Guangzhou, and Shenzhen falling by -8.7%, -6.8%, -8.3%, and 6.5% respectively. In second- and third-tier cities, the year-on-year sales prices of existing homes fell by -6.2% and -6.1%. Prices for new-built houses fell too, but only by -2.1%.Staying in China, and as expected, the normal January surge in new yuan lending by banks occurred again this year, but by less than expected and by a -8.2% lower level than for 2025, -4.3% lower than for January 2024. And it was -5.8% lower than what was expected. It is a soft result and is typically followed by a sharply lower level of lending in February during the Spring Festival/CNY period. 2026 is off to a languid start for them.Meanwhile, China's export economy is still functioning at full speed. Their current account surplus widened to an unprecedented US$242 bln in Q4-2025, sharply higher than the US$164 bln recorded a year earlier.India also released bank loan data overnight, and their firms are borrowing up big. In fact, it was up +14.6% in January from a year ago, the strongest surge in a year.Malaysia reported that its economic activity rose +6.3% in Q4 2025 from a year ago, revised up from an initial 5.7% and accelerating from 5.4% growth in Q3. This was their sharpest expansion since Q4-2022, with broad gains in agriculture, driven by oil palm output (+16, manufacturing, and services.On Saturday in the US CPI inflation came in at 2.4% for the year to January, slightly below the expected 2.5%. Core inflation came in at the expected 2.5%. This result was all due to lower petrol prices and falling used car prices. However, food was up +2.9%, and rents were up +3.0%. Electricity prices were up +6.3% (thank you, AI) and home gas was up +9.8%. It will be hard for households to feel inflation is under control.And key will be how the US Fed will interpret this data when setting their policy rates at their next meeting on March 19, 20206 (NZT). Markets currently expect a hold, and at least until the middle of the year.And one reason food prices seem higher there than the official data is that US beef cattle herd is now at its lowest in 75 years. This helps explain why US imports are soaring, and prices are high & rising.And don't forget, it is a long holiday weekend in the US for Washington's Birthday/President's Day. US-based activity will be low tomorrow and that will show up in our financial markets.The UST 10yr yield is still just under 4.06%, little-changed from Saturday but it is down -15 bps from this time last week.The price of gold will start today up +US$21 from Saturday at US$5041/oz. Silver is down -50 USc at US$77.50/oz today.American oil prices are little-changed at just under US$63/bbl, while the international Brent price is still under US$68/bbl.The Kiwi dollar is little-changed against the USD from Saturday, now just on 60.4 USc and down -10 bps. Against the Aussie we are unchanged at 85.4 AUc. We are down marginally again against the yen. Against the euro we are unchanged at 50.9 euro cents. That all means our TWI-5 starts today little-changed, now at 63.8 and down -10 bps from Saturday.The bitcoin price starts today at US$68,565 and down -0.8% from this time Saturday. Volatility over the past 24 hours has been modeST at just under +/- 1.5%.You can get more news affecting the economy in New Zealand from interest.co.nz.Kia ora. I'm David Chaston and we'll do this again tomorrow.
The S and P 500 fell as investors absorbed the latest inflation reading 2.7 percent and weighed whether Trump's credit card price controls will come to fruition, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge this Thursday January 15th at 6:30pm covering important tax strategies and more
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at the market's reaction on Monday to criminal charges being levied against Federal Reserve Chairman Jerome Powell. Plus, Robbie sits down with Clever's Jaime Seale for a discussion on the widespread financial barriers and affordability concerns of younger generations, and why Millennials, in particular, are willing to stretch budgets significantly despite planning to purchase homes below current median prices. And we close by examining what the latest CPI report says about inflation in the U.S.Thank you to Figure. Figure is shaking up the lending world with their five-day HELOC, offering borrower approvals in as little as five minutes and funding in five days. Figure has hundreds of partners in the Banking, Credit Union, Home Improvement, and of course, IMB space embedding their technology.
The S and P 500 fell as investors absorbed the latest inflation reading 2.7 percent and weighed whether Trump's credit card price controls will come to fruition, Certified Financial Planner Chad Burton on retirement strategies, More on the next seminar with EP Wealth Advisors CFP's Chad Burton and Ryan Ignacio at the Palo Alto Elks Lodge this Thursday January 15th at 6:30pm covering important tax strategies and moreSee omnystudio.com/listener for privacy information.
Derek Moore is joined by Shane Skinner, Mike Snyder, and yup Jay Pestrichelli makes an appearance to give our 2026 predictions. Where will markets, the economy, gold, the dollar, the fed, interest rates, bitcoin, recession, oil, bitcoin and much more plus a look back at who got 2025 right. 2026 Year End S&P 500 Index Targets VIX high for 2026 10 Year Treasury predictions Where will Bitcoin end 2026? Where will Oil, Gold, & the US Dollar End land in 2026? Outliers amongst the group and some consensus Why you shouldn't trade off these Why committing to strategies rather than trying to time markets is the way 2025 Predictions and who was right and who was wrong The challenge in trying to predict markets When will the last Fed rate change happen next year? Where do interest rates wind up landing? What about GDP and CPI Inflation forecasts for 2026? Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
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87% of the S&P 500 index companies that have reported their Q3 earnings thus far have beaten consensus forecasts - significantly higher than the 10-year average beat rate of 75%. Earnings growth is running at 9.2% year/year, vs. 7.9% that analysts had estimated prior to the start of the reporting season. The NASDAQ 100 index is also on track to post 7 consecutive months of gains. In each of the four times this had happened before, returns in the 12 months that followed were double-digit, averaging 17.5%. This episode is presented by Mark Matthews, Head of Research Asia at Julius Baer.
Charles is joined by Michael Darda, Roth Capital Partners Market strategist as they discuss the upcoming CPI (Consumer Price Index) report which is expected to show a monthly and yearly increase, concerns that by the time the official jobs report data is released the Fed may be behind the curve in understanding the true state of the job market, and question of “jobless prosperity:” Can the economy prosper with fewer jobs due to factors like increased productivity and AI? Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today's July CPI report could show if imported goods saw a blunter tariff impact after signs of that emerged in June. Yields might jump if the data come in hotter than expected.Important DisclosuresThis material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decisions.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.All names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request.Past performance is no guarantee of future results.Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets.Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment.The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc.Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries.Google Podcasts and the Google Podcasts logo are trademarks of Google LLC.Spotify and the Spotify logo are registered trademarks of Spotify AB.(0131-0825)
From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jessica Ettinger.
Welcome to another AI Takeover Series episode of Blockchain DXB Podcast – created 100% using Notebook LM by Google. Let's break down this week's big moves in Bitcoin and crypto, completely through AI analysis.
Tuesday morning's CPI report is one Charles Schwab's Collin Martin expects to be "pretty important" to the market, but one that won't signal a trend to the FOMC's rate cut cycle. Even if the number comes in cooler than projected, Collin warns it could be for the wrong reasons. On tariffs, Mike Townsend says investors have learned not to overreact to tariffs, but warns uncertainty will linger for the long-term. He later goes over expectations of "Crypto Week" on Capitol Hill. ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Episode: “Bitcoin Rich List, CPI Impact, Tether Moves & UATX's Bold BTC Curriculum”Generated via: Notebook LM by Google
Derek Moore explains how what sometimes seems obvious isn't what happens as we can see with inflation numbers that continue to move lower despite consumer sentiment surveys expecting 6.6% inflation in the next year. Plus, NVDA had its earnings and the stock' forward PE is lower due to the next 12-month analyst estimates being near all-time highs. Plus, sell in May would have been a mistake as markets recovered and are now back to within several percent of all-time highs. PCE Inflation vs CPI Inflation NVDA forward PE ratio and earnings EPS estimates Calendar Spreads vs Diagonal spreads explained Inflation continues to be lower University of Michigan consumer sentiment survey says 1-year inflation 6.6% Atlanta FED GDP Now EconPi Mentioned in this Episode Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag Contact Derek derek.moore@zegainvestments.com
Blockchain DXB Podcast – 15th May EpisodeTitle: CPI Drops to 4-Year Low | Trump's $1.2 Trillion Middle East Play | Ethereum's Trillion Dollar Security | Ondo's Cross-Chain DvP | VanEck's NODE ETF
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The 10-year treasury "settling in" as Joe Mazzola calls it, could be signs of possible calm amid ongoing tariff negotiations and trade policy talks. Collin Martin looks ahead to next week's inflation data as key to clearing uncertainty surrounding tariff impact on the real economy.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about
Welcome to The Chrisman Commentary, your go-to daily mortgage news podcast, where industry insights meet expert analysis. Hosted by Robbie Chrisman, this podcast delivers the latest updates on mortgage rates, capital markets, and the forces shaping the housing finance landscape. Whether you're a seasoned professional or just looking to stay informed, you'll get clear, concise breakdowns of market trends and economic shifts that impact the mortgage world.In today's episode, we look at how mortgage lending and politics are intertwined. Plus, Robbie sits down with TransUnion's Satyan Merchant to talk about how data and analytics are transforming the mortgage industry, from leveraging credit and alternative data to improving targeting, personalization, and marketing innovation. And he closes by going through the latest CPI inflation figures.This week's podcast is sponsored by TransUnion. TransUnion offers thousands of B2B solutions designed to address the unique needs of mortgage lenders, especially for their identity-focused, data-driven mortgage insights and solutions.
Carl Quintanilla, Jim Cramer and David Faber explored market reaction to November CPI ahead of next week's Fed decision on interest rates.Albertsons called off its planned merger with Kroger and filed suit against the company for breach of contract, after federal and state judges blockedtheir deal. A CEO doubleheader at Post 9: GE Vernova's Scott Strazik discussed his company's outlook after seeing shares skyrocket since April, when it was spun off byGeneral Electric. Southwest's Bob Jordan spoke about everything from the airline's 2025 outlook to board changes sparked by activism. Also in focus: President-elect Trump picks Andrew Ferguson to chair the FTC, Walgreens reportedly in talks to be taken private, Nasdaq's march toward 20,000. Squawk on the Street Disclaimer
US Rates Strategist Phoebe White discusses her takeaways from the October CPI report, as well as the path ahead for US rates and inflation markets. October CPI showed broad-based strength, outside of some idiosyncratic weakness in core goods prices, and points to some stickiness in core services inflation, even before considering upside risks stemming from policy uncertainty. With Treasury valuations cheap and the Fed maintaining an easing bias, there is likely limited room for yields to rise further. TIPS breakevens are likely to outperform their historical beta to nominal yields in a rally. Speaker: Phoebe White, Head of US Inflation Strategy This podcast was recorded on 15 November 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4845562-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
Ryan and Emily discuss Robert Hur's explosive Congressional testimony, UAE threatens to cut off Israel economic support over lack of Gaza aid, State Dep Spox confronted on IDF beatings of Gaza medics, CPI report shows inflation rise, Kenya halts troops to Haiti amid gang uprising, Putin says Russia ready to negotiate, leaked French military docs say Ukraine victory is impossible, and Andrew Tate arrested after streamer Adin Ross revealed his escape plans from Romania. To become a Breaking Points Premium Member and watch/listen to the show AD FREE, uncut and 1 hour early visit: https://breakingpoints.supercast.com/ Merch Store: https://shop.breakingpoints.com/See omnystudio.com/listener for privacy information.