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Data right now Barclays Says yes, the economist joins us to make the case. We are at historic lows and housing inventory, why thats pushing home prices down and rents down and how that will impact inflation reits and households well get to that. First, lets get a check on the markets. There is differentiation and the outperformance is coming in the blue chip Dow Jones Industrial average. Its been an underperformer with the broader s p and the nasdaq composite, todays trade has a lot of those kind of valueoriented type stocks one in the blue chip index and the dow is up 250 points and 1 higher ...

S p 500 up about one half of 1 . It is reaching new records this week. You also have the nasdaq 100 up about. 4 . Similar gains in the Philadelphia Semiconductor index. I have been watching the performance and the semiconductors versus the nasdaq 100. You have seen the nasdaq lose some steam to give shares to its other rival in technology. Twoyear yield down five basis points. 444 level. We started above 460. We started last week above 471. We will talk more about where yields are headed. Lets talk about the jobs report. That blowup report this morning the economy adding 275,000 jobs last mont...

Seeing a bit of a bounce as were about 85 of the way through earnings season at this point in time. A lot of questions we talked about last hour, you talked the hour before that about the overbought status of the market, how we reach peak fed. A lot of fed speak this morning. Looking ahead to cpi and ppi later this week. Ppi on friday in the wake of some of the international ppi numbers, which, of course, are negative in a lot of cases. Meantime, banks helping to lead, better than a percent. Industrials up a percent berkshire up a couple of bucks. Berkshire helping lift other insurers because ...

Lynton history prize, mark lynton history prize and the j. Anthony prize, the work in progress prizes are administered jointly by Columbia Journalism School and the Nieman Foundation for journalism at harvard md. And i want to introduce our host for this evening. Thats ann marie lipinski, Pulitzer Prize winning former editor of the chicago tribune, and the curator here of the Nieman Foundation. Weve got a good and very stimulating evening ahead. So ann marie. Were killing the music. Ive done it. Thats it. Its my folks that jazz. Its called the jazz lounge bar. In case anyones interested intere...

To this that is not constructive in our country. Joe biden looked all of us in the eye in 2020 and said, elect me and ill bring us together. And then he ran far left and abandoned most of the country philosophically. So, how could he be the uniter in a second term . A second term all hell do is keep doing what hes doing, which is dividing the country even more than we were divided in 2020. So, the way i would go about it is very direct and very simple, that there is no bad opinion. You want to express your opinion in this country, express it. I want to hear it. And then everybody gets around t...