In this episode, using Refinitiv's best-in-class data, Johanna Botta shares how US home sales have shown strong growth over the last two quarters—but will upcoming reports for December home sales continue that trend? She explains how tightly correlated Lennar's stock has been to the surge in home sales and how investors should position themselves. Botta then turns her attention to the US Manufacturing PMI, its need for improvement, and the astonishing performance of Honeywell's stock. In the After section, she reviews Netflix's earnings report that came out earlier this week.
Johanna Botta, Refinitiv
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