Rate Cut Timeline, Data Center Demand, Overseas Opportunities 7/26/24

The Exchange

The longer the Fed waits to cut, the more they risk that something breaks, according to Moody’s chief economist Mark Zandi. He’ll join us to make his case, in light of today’s PCE inflation data. Plus, Digital Realty’s CEO joins Kelly on the heels of their quarterly results with what’s driving demand for data centers. And weakness in China is one of this earnings season’s big themes, but our market guest says that presents a buying opportunity for investors.