The Exchange

We’ve seen a sharp reversal in several key market readings on inflation, especially after the Fed hiked rates by 75 basis points last week. So is this a victory or a warning sign for the Fed and the markets? Plus, the week that was in housing… from new and existing home sales to homebuilder earnings to the rise in ARMs, we make sense of the data and what it’s telling us about the health of the housing market. And the corporate response to the historic Supreme Court decision that overturned Roe v. Wade. We have the reaction from the health care world and from big tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning stock rally is fading, though the Nasdaq is still higher and up 4% in the past week. Is Tech ready to take off again? We’ll ask a top analyst if it’s time to buy Apple and other names. Plus, energy executives are heading to Washington, a day after President Biden pitched a gas tax holiday. We’ll bring you the details. And, we’ll give the action, the story and the trade in CarMax, Carnival and FedEx ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jerome Powell is testifying on Capitol Hill today, and the markets seem to like what’s saying. But even with Powell sounding hawkish on inflation, is that what the averages need to here? We’ll debate. Plus, President Biden is set to officially propose a gas tax holiday. It should lower pump prices in the short term, but what about the long-term? We’ll explore. And, we’ll bring you the action, the story and the trade in KB Home, Accenture & Darden Restaurants ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are on pace for their best day in June, even as calls for a recession keep growing louder. Former Treasury Sec. Larry Summers says the unemployment rate might need to go up for 5 years to beat inflation. If that’s true, what does it mean for markets? We’ll explore. Plus, home sales fell for a fourth straight month in May, and now one of the nation’s largest homebuilders says it’s seeing a slowdown. Have a we reached a housing infection point? We’ll debate. And, we’ll take a hard look at the stocks, the stats and the strategy on three names most exposed to the surging dollar. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks higher after yesterday’s sell-off, but slowdown fears still loom. Why one economist says it won’t be a ‘textbook recession.’ EV demand is strong, but the stocks are getting crushed. We explore what’s behind the divergence. Plus, trading the travel names—why hotel stocks are a buy, despite consumer concerns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Central banks around the world raising rates after the Fed’s 75 bps hike, including a Swiss surprise, so is the era of free money over? And what does that mean for stocks? From oil to nickel to wheat, commodity prices have been on a tear this year, but one technician is seeing signs of a trend breakdown. Plus, the Nasdaq is down 35% from its all-time high…one trader tells us how she’s playing it and the names to add in a downturn. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re awaiting a crucial decision on interest rates from the Federal Reserve. Will they hike by half a percentage point? Three-quarters? Or even a full point? We’re just minutes away from getting an answer, and we’ll explain all you need to know. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The countdown to the Fed is on. Will it be 50 basis points or 75? What does the economy need? What does the market want? We’ll try to answer all those questions. Plus, all this as the price of oil keeps going up. We get a technical take of why we could hit $175 a barrel. And, a look at three tech stocks with the most buys and big upside targets on Wall Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’ve got another big market selloff on our hands, as the S&P slides back into bear market territory to its lowest level since March 2021. Meanwhile, the crypto market is crashing, the 10-year yield and mortgage rates are surging, and the Fed’s next big rate decision is less than 48 hours away. We’ll bring you all the latest details as they break, and keep you up to date on what’s happening around Wall Street & beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The averages are lower across the board, on pace to post their worst week since January as inflation soars to 40-year highs. The Dow is down for the 10th time in 11 weeks, which hasn’t happened since The Great Depression. And the Nasdaq is in the midst of its worst stretch in 20 years, as inflation fears slam the Tech sector. We’ll tell you all you need to know, and offer ways to protect your portfolio amid the market selloff. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.