Скачать или смотреть Why This Economist Says We’re in a Housing Market Recession | WSJ’s Take On the Week

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dissect the latest consumer price index data and how its results have U.S. markets asking: “Will the Federal Reserve cut rates in September?” Next, Gunjan explains how a new generation of investors are “buying the dip” when markets decline. Plus, home-improvement retailers Home Depot and Lowe’s have earnings out this week.

Then after the break, Gunjan sits down with Neil Dutta, head of economic research at Renaissance Macro Research, to discuss housing. First, they dive into the state of the housing market and why Dutta believes it is in a recession. Later, Gunjan asks the important question: “Can the housing market be in a recession without the entire economy falling into a recession?”

Chapters:
00:00 Economic weakness, and Fed watch
00:50 Reading the latest inflation reports
01:56 Are Fed officials on board with rate cuts?
02:30 Why investors keep "buying the dip"
05:20 What to watch in upcoming housing data
07:21 Neil Dutta: the housing market is in a recession
07:54 The key indicators of a housing downturn
10:10 How a housing slump hurts consumer spending
11:02 Why record household net worth is deceiving
12:02 Why home prices are likely to keep falling
15:58 Will housing affordability improve for the wrong reasons?
16:52 Can the economy avoid a recession?
18:332 Why the AI boom won't save the economy
19:48 Advice for Fed Chair Jerome Powell
22:33 The US economy is on "thin ice"

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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