How housing inventory has changed since the pandemic

How housing inventory has changed since the pandemic

3 charts illustrate how a handful of US states have finally returned to pre-COVID levels.

Phil Rosen, +1
China's new plan to fix its broken economy isn't enough

China's new plan to fix its broken economy isn't enough

Beijing introduced billions in liquidity for the stock market and plans to slash interest rates and payments for home loans.

Phil Rosen
The stock market will be boring until election day

The stock market will be boring until election day

With the Fed's first rate cut in the books, investors are set to benefit from the lack of uncertainty ahead.

Phil Rosen
The Fed sees its jumbo rate cut as a one-and-done — that's good news for stocks

The Fed sees its jumbo rate cut as a one-and-done — that's good news for stocks

Investors have cheered as policymakers see a series of gradual 25-basis-point rate cuts going into next year.

Phil Rosen
Stocks are on track for a rare achievement. Investors can thank the Fed.

Stocks are on track for a rare achievement. Investors can thank the Fed.

The 50-basis-point rate cut has juiced markets toward their first winning September in years.

Phil Rosen
Does the Fed’s jumbo rate cut mean we’re headed for a recession? Perhaps the opposite.

Does the Fed’s jumbo rate cut mean we’re headed for a recession? Perhaps the opposite.

The reasons behind the 50-basis-point move, explained by a top Wall Street strategist.

Phil Rosen, +1
The world's fixated on the Fed’s first rate cut. Markets will react to something else entirely.

The world's fixated on the Fed’s first rate cut. Markets will react to something else entirely.

Uncertainty runs high as the Fed gears up for its first policy cut in four years.

Phil Rosen, +1
Corporate America is moving on from inflation, just like the Fed

Corporate America is moving on from inflation, just like the Fed

Fewer S&P 500 companies are mentioning high prices during earnings calls as the Fed readies its first rate cut.

Phil Rosen
China can't shake its deflation problem even as pork prices spike 20%

China can't shake its deflation problem even as pork prices spike 20%

The world's second-largest economy faces the opposite challenge of the US as local meat prices go haywire.

Phil Rosen
Global interest rates are about to converge. Here's what comes next.

Global interest rates are about to converge. Here's what comes next.

The first Fed rate cut will bring US rates closer to those of Europe, Japan and others while changing the dynamic of money market funds and carry trades.

Phil Rosen
The Fed's case for a jumbo rate cut has evaporated

The Fed's case for a jumbo rate cut has evaporated

Traders see little chance of a 50-basis-point move for September after the August CPI report.

Phil Rosen
The Trump-Harris debate still leaves questions around corporate taxes

The Trump-Harris debate still leaves questions around corporate taxes

The candidates' visions diverge on how much to tax businesses come 2025.

Phil Rosen
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