we'll reveal the company and speak with the ceo >>> and an interesting three buys and a build gina sanchezbuying the u.s. consumer and selling the chinese one. >>> but first, to the inflation reading. i'm still raising my eyebrows. and mike santoli is here to explain. >> a big part of the story is the bond yields. yesterday, we had a failed rally on a benign cp ireport today, a telloff on a slightly hotter than expected ppi this really has been chopping around as the seasonals get a little more challenging coming into august. if you look at where it sits in a one-year term, that pullback did get us right to the precipice of that 50-day average. 4443 was the intraday low. this morning in the s&p, why did that matter, if at all take it back, and i'll tell you on july 11, the high for the day was 4443 what happened the next day really nice cp ireport, reported july 12. the market popped from there we filled it this morning. people think this matters, but it matters on a macro basis, because july 12, that cpi report got everybody on the soft landing side of the boat, raising the bar for good n

gina sanchez and the duo are getting dragged down by their top pick this year which was paypal. does she want a do over or standing by the ckpi? we'll asked gina right after the break. together. hey! like your workplace benefits... and retirement savings. with voya, considering all your financial choices together... can help you be better prepared for unexpected events. for a brighter financial future. thanks. ahh, pretzel and mustard... another great combo. voya. well planned. well invested. well protected. (fan #1) there ya go! that's what i'm talkin' about! voya. well planned. (josh allen) is this your plan to watch the game today? (hero fan) uh, yea. i have to watch my neighbors' nfl sunday ticket. (josh allen) it's not your best plan. but you know what is? myplan from verizon. switch now and they'll give you nfl sunday ticket from youtubetv, on them. (hero fan) this plan is amazing! (josh allen) another amazing plan, backing away from here very slowly. (fan #1) that was josh allen. (fan #2) mmhm. (vo) for a limited time get nfl sunday ticket from youtubetv on us. a $449 valu

let's get more insight and welcome in gina sanchez as well as vance howard of howard capital management, ceo. good morning to both of you. >> good morning. >> we're just laying out some of august. august known for less volume, less liquidity. the u.s. credit rating downgrade and the anticipation of jackson holm what do you both think? ginain gina, i'm going to start with you. do you see this continue from this past friday into september? >> i think all eyes will be on jackson hole. where we are right now, we've seen so much positive pricing in the market. so valuations have been stretched through the market. not terribly overvalued, but in some cases probably. so we're seeing some of that coming off. we're seeing the slowdown start to take effect. people are tightening the pursestrings. the question is what does jerome powell do now? does he take a victory lap? i don't think he will. does he set us up for another tightening or does he simply kmoun indicate the message that interest rates are going to stay higher for longer? that's where i think he's going to land, the higher for longer

sanchez where i live with my wife. first, let me also acknowledge that dave and gina, the owners of six, 615 sanchez, are good neighbors and we are glad they moved in last year. and we are genuinely happy . their family is growing. nevertheless, we have some major concerns about the extension project. we believe the vertical addition at the top of the existing structure will cause significant privacy concern. the new space will look directly down upon our living room, our bedroom downstairs, as well as in our backyard. this will considerably reduce the privacy of our own. we are also puzzled regarding the motivation of this extension as mentioned it, the commission brief states that the extension is necessary to accommodate their growing family . this house is already one of the largest homes on the block, if not the largest. the house stands at 4000ft!s with lots of wasted space that could be repurposed. rather than extending this giant gray bunker which already stands out in the neighborhood. and to conclude, after listening to these hearings today, it's clear to me that the need for housing in san francisco is criti

sanchez where i live with my wife. first, let me also acknowledge that dave and gina, the owners of six, 615 sanchez, are good neighbors and we are glad they moved in last year. and we are genuinely happy . their family is growing. nevertheless, we have some major concerns about the extension project. we believe the vertical addition at the top of the existing structure will cause significant privacy concern. the new space will look directly down upon our living room, our bedroom downstairs, as well as in our backyard. this will considerably reduce the privacy of our own. we are also puzzled regarding the motivation of this extension as mentioned it, the commission brief states that the extension is necessary to accommodate their growing family . this house is already one of the largest homes on the block, if not the largest. the house stands at 4000ft!s with lots of wasted space that could be repurposed. rather than extending this giant gray bunker which already stands out in the neighborhood. and to conclude, after listening to these hearings today, it's clear to me that the need for housing in san francisco is criti