Katie Hubbard

Join Kabir Ahmed Shakir, CFO at Tata Communications, as he discusses how tariffs affect global telecom strategies and client decisions. Craig Moffett, a founding partner at Moffett Nathanson, analyzes the significant merger between Charter and Cox Communications and its implications for the cable industry. Katie Hubbard, EVP at Walton Global, shares insights on the housing market, emphasizing rising multifamily construction and affordability challenges. Together, they unravel the complex interplay of geopolitics, telecom dynamics, and housing trends.

Winnie Cisar, Global Head of Strategy at CreditSights, dives into the vulnerabilities in the credit market and the implications of private credit growth. Katie Hubbard, EVP at Walton Global, shares insights on the Southern California real estate slump contrasted with Midwestern resilience, while also discussing the rising ARM mortgage trend. Dana Telsey, CEO of Telsey Advisory Group, highlights consumer resilience driven by product innovation and the luxury market's stabilization amidst tariff concerns. Together, they explore the evolving landscape of finance and retail.

Katie Hubbard, Executive Vice President of Capital Markets at Walton Global, shares her insights on the U.S. real estate landscape. She discusses the surprising surge in new home sales fueled by lower prices and enticing incentives for buyers. The conversation dives into the increasing interest from institutional investors in residential housing, the impact of rising costs and regulations on builders, and the challenges of NIMBYism in data center development. Hubbard's expert analysis sheds light on the intrigues of the market as it braces for the Federal Reserve's interest rate decision.