Can We Build on the US Recovery? – MM#56

Is the US housing sector doing it right this time? We tackle this critical sector and its implications, move on to Saudis solar. move to the Greek crisis and preview next week’s dense schedule.

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  1. State of the US housing: Recent housing figures have been encouraging and this has implications for the wider economy. We cover key areas of boom and bust and discuss the prospects of rising mortgage rates.
  2. Saudis and solar: Saudi Arabia is all about oil, but actually, they have a lot of sun and finally they are getting into this field. What’s going on? There are good reasons to do so. This has global implications.
  3. Greek crisis: An update on the fluid crisis in the debt stricken country and the not-so-clear euro reactions.
  4. Preview for next week’s events: It’s NFP on Thursday for a change and a turn of the quarter. It’s going to get busy.

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Yohay and Lior hold no positions on any of the stocks and financial instruments that were mentioned on the show. The podcast should be used for general information. This isn’t financial advice.