Basis Points

Weekly Market Commentary

Basis Points – June 1, 2023

• Case-Shiller makes a very bold call on housing
• Execs warn about AI dangers
• Job openings reverse course

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Basis Points – May 25, 2023

• Banks to Americans: Pay up if you really want a mortgage
• Netflix enacts its password-sharing clampdown
• Apple and Broadcom stay together … for now

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Basis Points – May 18, 2023

• What (exactly) defines a recession?
• Apple’s “nerd helmet” is coming
• Changes may be coming for lumber prices

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Basis Points – May 11, 2023

• Inflation continues to ebb, earnings results mixed
• Bed Bath & Beyond’s real estate impact
• Junk bond market’s view on recession

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Basis Points – May 4, 2023

Where do mortgage rates go from here?

Uber speeds up

More not-so-rosy jobs data

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Basis Points – April 27, 2023

• Reconciling a debt ceiling debacle … again
• Microsoft-Activision deal rejected by U.K. regulator
• Google’s wavering ad revenue

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Basis Points – April 20, 2023

China’s frenemies rethinking relationships

Netflix to shutter 25-year-old business

Apple digs ever deeper into India

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Basis Points – April 13, 2023

• Can we finally call it a trend?
• Twitter disappears
• Can Digidogs solve NYC’s crime problems?

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Basis Points – April 6, 2023

• The great money market fund banking suck
• Are there deals to be had in multi-family real estate?
• Job openings continue to decline

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