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On today’s show, we discuss:
- Campbell Harvey on the soft landing
- Has the U.S. Economy Reached a Tipping Point?
- Flights, Hotels and Parks Are All Flashing Travel Warning Signs
- Recession Fears May Be Overstated, but Not Unfounded
- How vulnerable are Americans to unexpected expenses?
- Mortgage rates fall to the lowest level since May 2023, and refinances surge 16%
- More Americans Are Tapping Home Equity Credit Lines, NY Fed Says
- Boomers Buying Houses Had It Bad in the ’80s. Millennials Have It Worse.
- ABNB earnings
- DIS earnings
- How Going to the Movies Is Changing, in Charts
- No Need to Survive Until ’25?
Listen here
Recommendations:
Charts:
Tweets:
@michaelbatnick @awealthofcs how low does the fed lower rates if we have a hard landing (unemployment at above 7% and not that the fed cares about stocks but a 30% drop in the S&P)?
— Adam Morrissey (@VegasAdam702) August 9, 2024
92% of outstanding mortgages have interest rates below primary market surveyed rate pic.twitter.com/At6BLM1Mlz
— Mike Zaccardi, CFA, CMT 🍖 (@MikeZaccardi) August 7, 2024
YoY Room Nights for Booking Holdings and Airbnb $BKNG $ABNB pic.twitter.com/clxp3ROagp
— Alex Morris (TSOH Investment Research) (@TSOH_Investing) August 9, 2024
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