Emerging Money Daily Audio Call October 19 - Today we size up the housing market in the US after weaker than expected Housing Starts, but better than expected Single Family Starts.
Housing has an impact on the entire economy but notably banks and bank earnings have been more than “good enough”.
MS today indicates the old school business model still works…
Earnings season progresses and we remind investors where we see value and EPS growth.
ECB Preview: beware of the USD as the ECB makes it clear they are NOT tapering anytime soon.
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