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In any environment, markets reward clarity. We discuss the economy and the market to help make sense of emerging opportunities. Hosted by Siyamak Khorrami.
Higher interest rates are putting pressure on more than homebuyers. Builders are offering mortgage rate buydowns to keep sales moving, while apartment developers face higher borrowing costs as loans come due.
Real estate developer Jim Righeimer joins Market Insider to explain where the housing market is under the most strain, from new construction to apartment debt and Airbnb investments.
Freight data is showing two very different sides of the economy.
Shipments tied to data centers and industrial projects are rising, while grocery volumes are falling. What does that split tell us about the economy most people actually live in?
Craig Fuller, founder and CEO of FreightWaves, joins us to explain what freight data is revealing about American consumers and where the economy may be heading.
Bringing manufacturing back to the U.S. sounds straightforward until you run the numbers.
RM2 found that moving production from Mexico to the U.S. meant the old manufacturing model no longer worked. The company had to redesign the product, automate production and rebuild its supply chain around American costs.
Then another cost shock hit, showing how difficult it can be to build a domestic operation while remaining exposed to global markets.
What does it actually take to make manufacturing work in the U.S.?
Inflation is picking up again, but not all inflation comes from stronger demand.
With higher energy prices adding to inflation, higher interest rates can put pressure on borrowing costs without addressing the original source of the price increase. That creates a difficult tradeoff for an economy that may already be under strain.
Edward Dowd explains why he thinks the risks of this inflation cycle extend beyond the inflation numbers themselves.
For investors seeking more income, options ETFs have made once-specialized strategies far easier to access. But a large payout does not always answer the most important question: what did the investment actually return? YieldMax strategist Michael Khouw explains what sits behind these funds and the tradeoffs that come with their income.
Oil prices get much of the attention when supply is disrupted. But crude prices donât tell the whole story of what consumers ultimately pay for fuel.
Diesel supply has been hit by refinery disruptions across major producing regions, while some markets are already facing tight inventories. What happens when the crude benchmark doesn't fully capture the pressure in the physical fuel market?
Andrew Lipow, president of Lipow Oil Associates, examines what oil prices may not reveal about diesel costs and the broader inflation outlook.
Central banks are increasing their gold holdings as government bond yields remain elevated, fueling renewed debate over the future of the dollar and global reserves.
At the same time, bond yields are rising across several major economies, suggesting the story may extend beyond the U.S. dollar.
What is changing in global bond markets, and what does it mean for investors?
China was once the default source for much of the worldâs textile and apparel production. Now tariffs and shifting supply chains are pushing companies toward Vietnam, Mexico and other markets.
But if production is moving, how much is actually changing? And what does a âMade in Vietnamâ label tell us about where the materials came from?
Robert Antoshak of Gherzi Americas breaks down how the textile supply chain is changing and what a competitive U.S. textile industry could realistically look like.
AI spending continues to expand, and some companies tied to the buildout are generating unusually strong profits while trading at modest earnings multiples. But those valuations may not tell the whole story.
Michael Khouw examines the different risks behind the AI trade, from cyclical earnings to changing market expectations. **What happens when investors start pricing in less than perfect conditions?**
Market Insider
đ´ WATCH NOW: https://youtu.be/W4iqipW0bVc
Higher interest rates are putting pressure on more than homebuyers. Builders are offering mortgage rate buydowns to keep sales moving, while apartment developers face higher borrowing costs as loans come due.
Real estate developer Jim Righeimer joins Market Insider to explain where the housing market is under the most strain, from new construction to apartment debt and Airbnb investments.
1 day ago | [YT] | 5
View 0 replies
Market Insider
đ´ WATCH NOW: https://youtu.be/cxgx_L-gwlg
Freight data is showing two very different sides of the economy.
Shipments tied to data centers and industrial projects are rising, while grocery volumes are falling. What does that split tell us about the economy most people actually live in?
Craig Fuller, founder and CEO of FreightWaves, joins us to explain what freight data is revealing about American consumers and where the economy may be heading.
5 days ago | [YT] | 10
View 0 replies
Market Insider
ăMarket InsiderăCould Rising Rates Bring More Home Price Cuts?
đ´ WATCH NOW: https://youtu.be/LkM3kY5owvQ
Home prices have held up even as mortgage rates moved higher.
But with rates climbing again, can that resilience continue?
Barry Habib breaks down what has kept home prices supported so far, and what another leg higher in borrowing costs could mean for the housing market.
1 week ago | [YT] | 6
View 0 replies
Market Insider
ăMarket InsiderăWhat It Takes to Bring Manufacturing Back
đ´ WATCH NOW: https://youtu.be/3j-atLYq4BM
Bringing manufacturing back to the U.S. sounds straightforward until you run the numbers.
RM2 found that moving production from Mexico to the U.S. meant the old manufacturing model no longer worked. The company had to redesign the product, automate production and rebuild its supply chain around American costs.
Then another cost shock hit, showing how difficult it can be to build a domestic operation while remaining exposed to global markets.
What does it actually take to make manufacturing work in the U.S.?
1 week ago | [YT] | 6
View 0 replies
Market Insider
ăMarket InsiderăWhy the Economy Canât Handle Higher Rates
đ´ WATCH NOW: https://youtu.be/OI2EY3oR4BQ
Inflation is picking up again, but not all inflation comes from stronger demand.
With higher energy prices adding to inflation, higher interest rates can put pressure on borrowing costs without addressing the original source of the price increase. That creates a difficult tradeoff for an economy that may already be under strain.
Edward Dowd explains why he thinks the risks of this inflation cycle extend beyond the inflation numbers themselves.
2 weeks ago | [YT] | 6
View 1 reply
Market Insider
ăExclusiveăOptions ETFs Can Generate Income. What Does the Payout Say About Returns?
đ´ WATCH NOW: www.ntd.com/ntdplus/options-etfs-can-generate-incoâŚ
For investors seeking more income, options ETFs have made once-specialized strategies far easier to access. But a large payout does not always answer the most important question: what did the investment actually return? YieldMax strategist Michael Khouw explains what sits behind these funds and the tradeoffs that come with their income.
2 weeks ago | [YT] | 6
View 0 replies
Market Insider
đ´ WATCH NOW: https://youtu.be/5m0EgvSzfvc
Oil prices get much of the attention when supply is disrupted. But crude prices donât tell the whole story of what consumers ultimately pay for fuel.
Diesel supply has been hit by refinery disruptions across major producing regions, while some markets are already facing tight inventories. What happens when the crude benchmark doesn't fully capture the pressure in the physical fuel market?
Andrew Lipow, president of Lipow Oil Associates, examines what oil prices may not reveal about diesel costs and the broader inflation outlook.
2 weeks ago | [YT] | 11
View 0 replies
Market Insider
đ´ WATCH NOW: https://youtu.be/oS1eX4R8u2I
Central banks are increasing their gold holdings as government bond yields remain elevated, fueling renewed debate over the future of the dollar and global reserves.
At the same time, bond yields are rising across several major economies, suggesting the story may extend beyond the U.S. dollar.
What is changing in global bond markets, and what does it mean for investors?
3 weeks ago | [YT] | 12
View 0 replies
Market Insider
đ´ WATCH NOW: https://youtu.be/ZhyxjDOqLPk
China was once the default source for much of the worldâs textile and apparel production. Now tariffs and shifting supply chains are pushing companies toward Vietnam, Mexico and other markets.
But if production is moving, how much is actually changing? And what does a âMade in Vietnamâ label tell us about where the materials came from?
Robert Antoshak of Gherzi Americas breaks down how the textile supply chain is changing and what a competitive U.S. textile industry could realistically look like.
3 weeks ago | [YT] | 13
View 1 reply
Market Insider
đ´ WATCH NOW: https://youtu.be/ZlS8WYvIBME
AI spending continues to expand, and some companies tied to the buildout are generating unusually strong profits while trading at modest earnings multiples. But those valuations may not tell the whole story.
Michael Khouw examines the different risks behind the AI trade, from cyclical earnings to changing market expectations. **What happens when investors start pricing in less than perfect conditions?**
4 weeks ago | [YT] | 10
View 0 replies
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