Podknife - Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24 by The Exchange

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Too Much Optimism?, 3 Buys & A Bail: Bank Edition, Home-Building Momentum 1/16/24

Podcast |: The Exchange
Publisher |: CNBC
Media Type |: audio
Podknife tags |: Business,; Business News,; Investing,; Stock Market
Categories Via RSS |: Business,; Investing,; News
Publication Date |: Jan 16, 2024
Episode Duration |: 00:45:11

Bank of America’s survey shows overwhelming optimism for a soft landing, but Fed Gov. Waller says not so fast… We’ll look at how to position in this environment. Plus, bank earnings have felt like a gut punch according to our trader, but he’s still buying three and staying away from one. And the CEO of Taylor Morrison joins us with the pulse of the housing market.

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