Piper Sandler’s Michael Kantrowitz sees a two-handle for CPI inflation by year-end, which will put the Fed hawks on pause. Will M&amp;A drive the next leg of the bull market? Plus, a record-setting NYC real estate agent on what’s next for luxury properties.<br><br>Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26

The Exchange

[SPEAKER_A] For a small business owner, every day is full of surprises. Some great, some not so great, like when a client cancels their order at the last minute. But here's a surprise you will like. Progressive provides small business owners with 30 customizable coverage options to help keep their business going strong. So go ahead, surprise yourself. Get a quote in as little as 8 minutes at progressivecommercial.com. Progressive Casualty Insurance Company and affiliates and third-party insurers, coverage is not available in all states or for all vehicles and coverage selections.

[SPEAKER_B] This episode is brought to you by Schwab Market Update, an original podcast from Charles Schwab. Join host Keith Lansford for this information-packed daily market preview delivered in 10 minutes or less, including projected stock updates, monetary policy decisions, and key results and statistics that may impact your trading. Download the latest episode and subscribe at schwab.com/MarketUpdatePodcast or find Schwab Market Update wherever you get your podcasts.

[SPEAKER_C] You're listening to The Exchange. Here's today's show. Thank you very much, Scott. And on this last trading day of the quarter, a quarter that saw SanDisk rise 245% and Intuit fall 40%, a quarter that also saw the biggest IPO in history, a new Fed chair, and the Dow close above 52,000 for the first time. I'm Kelly Evans, and welcome to The Exchange. We close out the month of June and the first half of the year with stocks up across the board today, the Nasdaq in particular. And what a stellar first half it's been. Best one for the Dow in 5 years. Best one for small caps in more than 3 decades. We'll also get to Nike, Uber ending its Waymo partnership in Phoenix, and why young millionaires love real estate.

Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.