DHUnplugged #664 – Ghost Economics

Economy on fire in the US – while China sinks to new lows. Housing market sentiment slows – hit by high mortgage rates. Big break for big insurers. The Closest to The Pin Winner! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? <br /> <br /> <br /> Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up<br /> - Musk/Zuck cage-fight news (AGAIN)<br /> - FITCH - at it again<br /> - M&A in Steel industry<br /> - China eco spooks markets (Ghost Economics hits)<br /> - Impact of Maui Fires - Focus on A Utility Company<br /> Market Update<br /> - Sentiment shifting - AI craze dulls some tech selling off<br /> - Housing index drops - (builder sentiment) - 7% mortgage rates hit hard<br /> - EV price wars - led by Elon (beat them and bury them)<br /> - Disinflation is slowing ( Confusing?) Inflation<br /> - PPI comes out hot<br /> - Concern rising that there is commodity inflation returning<br /> - Talk of one more hike this year then cuts mid-2024 (Goldman Sachs Update)<br /> - Meanwhile - rates movin' up 10's Moving Yield Curve<br /> - Getting Crazy!