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Conor Sen discusses the current state of the U.S. economy and the Federal Reserve, mentioning a forthcoming conversation with Irving Swisher. Sen also notes that Skanda will join to cover consumer price index data the following morning.
Sen previously challenged Zillow's prediction for San Francisco home prices, questioning the accuracy of the firm's latest housing forecasts. In a separate analysis, he noted that AI stock trends differ from the late 1990s tech market. The author has recently focused on sector-specific indicators across markets.