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Kyle Hagee

👤 Person
1287 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

Twenty five percent of respondents overall were canceling plans outright to make a major purchase due to the tariffs. And nearly four in 10 respondents said the tariff policy was making them less likely. So you have people canceling plans outright and people saying I'm less likely to do it. Even before the tariff announcement, consumer confidence was fading because of these recession fears.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

Twenty five percent of respondents overall were canceling plans outright to make a major purchase due to the tariffs. And nearly four in 10 respondents said the tariff policy was making them less likely. So you have people canceling plans outright and people saying I'm less likely to do it. Even before the tariff announcement, consumer confidence was fading because of these recession fears.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

A survey by Fannie Mae in March said that people concerned about losing their jobs in the next 12 months hit a record high. It was about one-third of consumers. And then with stock market volatility, a lot of people, how do you pay for a home? You might sell some of your stock or sell some of your Bitcoin. About 16% of homebuyers use financial assets to do a down payment.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

A survey by Fannie Mae in March said that people concerned about losing their jobs in the next 12 months hit a record high. It was about one-third of consumers. And then with stock market volatility, a lot of people, how do you pay for a home? You might sell some of your stock or sell some of your Bitcoin. About 16% of homebuyers use financial assets to do a down payment.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

A survey by Fannie Mae in March said that people concerned about losing their jobs in the next 12 months hit a record high. It was about one-third of consumers. And then with stock market volatility, a lot of people, how do you pay for a home? You might sell some of your stock or sell some of your Bitcoin. About 16% of homebuyers use financial assets to do a down payment.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

When your stocks are down, you don't want to sell. So that is also putting pressure on this housing market. And again, there's a lot of uncertainty of when this will clear up.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

When your stocks are down, you don't want to sell. So that is also putting pressure on this housing market. And again, there's a lot of uncertainty of when this will clear up.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

When your stocks are down, you don't want to sell. So that is also putting pressure on this housing market. And again, there's a lot of uncertainty of when this will clear up.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

Interesting, too, because I think sellers are now in some markets having to make more concessions because buyers are so scared. They said that about 44 percent of purchases in the first quarter included a seller concession, according to Redfin. And in some markets such as Seattle, it was 71 percent of sellers were offering concessions.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

Interesting, too, because I think sellers are now in some markets having to make more concessions because buyers are so scared. They said that about 44 percent of purchases in the first quarter included a seller concession, according to Redfin. And in some markets such as Seattle, it was 71 percent of sellers were offering concessions.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

Interesting, too, because I think sellers are now in some markets having to make more concessions because buyers are so scared. They said that about 44 percent of purchases in the first quarter included a seller concession, according to Redfin. And in some markets such as Seattle, it was 71 percent of sellers were offering concessions.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

So stay strong and maybe sellers will just, you know, do pay some of your closing costs, fix the roof for you, throw in a hot tub. I don't know. But they're going to have to bring more to the table if they want a buyer to jump in.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

So stay strong and maybe sellers will just, you know, do pay some of your closing costs, fix the roof for you, throw in a hot tub. I don't know. But they're going to have to bring more to the table if they want a buyer to jump in.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

So stay strong and maybe sellers will just, you know, do pay some of your closing costs, fix the roof for you, throw in a hot tub. I don't know. But they're going to have to bring more to the table if they want a buyer to jump in.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

Yeah, it was really good news for Alphabet. And I think it's nice to step back and realize just how diverse this business is, you know, which makes it they got the whole alphabet from A to Z. So YouTube advertising revenue, eight point nine three billion in the quarter. Google cloud revenue, twelve point two six billion in the quarter. You mentioned search did almost fifty one billion.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

Yeah, it was really good news for Alphabet. And I think it's nice to step back and realize just how diverse this business is, you know, which makes it they got the whole alphabet from A to Z. So YouTube advertising revenue, eight point nine three billion in the quarter. Google cloud revenue, twelve point two six billion in the quarter. You mentioned search did almost fifty one billion.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

Yeah, it was really good news for Alphabet. And I think it's nice to step back and realize just how diverse this business is, you know, which makes it they got the whole alphabet from A to Z. So YouTube advertising revenue, eight point nine three billion in the quarter. Google cloud revenue, twelve point two six billion in the quarter. You mentioned search did almost fifty one billion.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

And then they're so big they have this, quote unquote, other bets situation. segment, which includes Waymo, the self-driving car, and some life science units, did $450 million. So they have a lot going right in terms of all the different business lines they have. And I feel like they're kind of locking in because of some of this other news. They've turned dark mode on on the Chrome browser.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

And then they're so big they have this, quote unquote, other bets situation. segment, which includes Waymo, the self-driving car, and some life science units, did $450 million. So they have a lot going right in terms of all the different business lines they have. And I feel like they're kind of locking in because of some of this other news. They've turned dark mode on on the Chrome browser.

Morning Brew Daily
Tariff Warnings Dominate Earnings & The Spring Housing Market Slumps

And then they're so big they have this, quote unquote, other bets situation. segment, which includes Waymo, the self-driving car, and some life science units, did $450 million. So they have a lot going right in terms of all the different business lines they have. And I feel like they're kind of locking in because of some of this other news. They've turned dark mode on on the Chrome browser.