Episode 277: Today, Dylan and Hanna kick things off with a look at macro, diving into yields, the housing market and mortgage rates – and how they’re all intertwined. Then, we unpack why Barry Diller backed out of his MGM takeover plans and take a broader look at the Vegas economy. Also: Oracle just took steps to protect itself from Project Jupiter, the massive New Mexico data-center project being developed by Blue Owl. We unpack what the move reveals about the increasingly circular nature of the AI economy. Finally, John runs through the closing numbers and brings us a quick headline on why GoDaddy stock jumped today.Visit Schwab.com/FinancialDecoderwww.brewmarkets.com Subscribe to the Brew Markets newsletter: https://www.morningbrew.com/brew-mark...Follow Brew Markets on social:Instagram: instagram.com/brewmarketsTikTok: tiktok.com/@brewmarketsX: x.com/brewmarketsListen to Brew Markets Here: swap.fm/l/9Qk4z73Z2nEwFiCB4qeeWatch Brew Markets Here:⁠ https://www.youtube.com/@BrewMarketsThe content shared on this podcast is for informational and entertainment purposes only and should not be considered financial, legal, or investment advice. Brew Markets, Morning Brew and their hosts are not licensed financial advisors. Listeners should conduct their own research and consult with qualified professionals before making any financial decisions or investments. The views expressed are those of the hosts and guests and do not necessarily reflect the views of Morning Brew or its affiliates. This podcast may include paid endorsements or sponsorshipsLearn more about your ad choices. Visit megaphone.fm/adchoices