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

暂缓涨价,交易主动权在司机手中,豪华住宿6/30/26

The Exchange

2026-07-01

43 分钟
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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&A drive the next leg of the bull market? Plus, a record-setting NYC real estate agent on what’s next for luxury properties.     Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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  • And on this last trading day of the quarter, a quarter that saw Sandisk rise 245% and Intuit fall 40%,

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