# Hold Off on Hikes, Deals in the Driver’s Seat, and Luxury Lodging 6/30/26

Page: https://stenobird.com/podcast/the-exchange-431205/hold-off-on-hikes-deals-in-the-driver-s-seat-and-luxury-lodging-6-30-26
Text version: https://stenobird.com/podcast/the-exchange-431205/hold-off-on-hikes-deals-in-the-driver-s-seat-and-luxury-lodging-6-30-26.md
Podcast: [The Exchange](https://stenobird.com/podcast/the-exchange-431205)
Published: 2026-06-30T18:08:36+00:00
Episode link: https://www.cnbc.com
Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/6238655f-ae42-419d-a14c-edccbf577d8e/episodes/172318e3-1b6d-49b6-9fbd-30bb1a871bb6/audio/128/default.mp3?aid=rss_feed&awCollectionId=6238655f-ae42-419d-a14c-edccbf577d8e&awEpisodeId=172318e3-1b6d-49b6-9fbd-30bb1a871bb6&feed=tc4zxWgX
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Duration seconds: 2630

## Resource

Piper Sandler’s Michael Kantrowitz sees a two-handle for CPI inflation by year-end, which will put the Fed hawks on pause. Will M&A drive the next leg of the bull market? Plus, a record-setting NYC real estate agent on what’s next for luxury properties.

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## Transcript

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