

The Exchange
CNBC
"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work.
Episodes
Mentioned books

May 5, 2022 • 5min
From the Desk of Kelly Evans: Everyone's confused about inflation (#teamfullpointhike) 5/5/22
Kelly explains why investors are concerned the Fed may not have been hawkish enough at the May FOMC meeting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 4, 2022 • 39min
Countdown to the Fed, go for Growth?, and ‘where in the world’ 5/4/22
We’re just one hour away from the Fed’s decision on interest rates, with a half-point hike expected to come. But how hawkish will the statement be? And what will Chair Powell say? We’ll cover all the market angles for you. Plus, as the Fed ramps up tightening and rates surge, it seems like the worst time to buy into Growth stocks. But we’ll ask an expert why he believes they’re starting to look attractive, and which headwinds he sees abating. And, it’s not just the U.S. -- central banks are raising rates around the world. We’ll take a trip around the globe looking for potential investing opportunities with longtime investor Mark Mobius. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 3, 2022 • 44min
Fed, up!, Risky business?, and chips, cars & coffee 5/3/22
A half-point hike is what most are expecting from the Fed tomorrow, but one expert says don’t rule out a 75 bps hike down the road. She’ll join us to explain what else she sees ahead, and where you can find opportunities in the market in the meantime.
Plus, as mortgage rates rise, riskier loans are making a comeback. How might this affect the market and economy moving forward? We’ll explore. And, we’ll bring you the story, the action and the trade in AMD, Lyft and Starbucks ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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May 2, 2022 • 42min
Opportunity in volatility, buying the tech wreck, and countdown to the Fed 5/2/22
It’s a new month, and investors are hoping a new start to a new market too. We’ll speak with an expert who insists we’re near the end of this selloff, and will explain why. Plus, we’ll highlight the “6 Pillars of Tech,” from software to 5G wireless. We’ll look at the ‘least bad’ names amid the wreckage and tell you how to trade them here. And, we’re just 48 hours away from a historic Fed decision. Everyone is expecting a half point hike, but David Zervos will explain why the Fed can’t afford to be complacent. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 29, 2022 • 44min
50 points for sure?, Cathie Wood live, and 3 Buys & A Bail 4/29/22
Stocks are lower, with the S&P 500 on track to cap off its worst month since the pandemic first hit. And it comes amid another red-hot inflation reading. If you were hoping the Fed’s hawkishness was peaking, you might have to wait. We’ll explore what it means for markets and your portfolio right now. Plus, Ark Invest’s Cathie Wood joins us live to discuss some of the largest holdings in her Ark Innovation Fund, on the heels of beefing up her stake in beaten-down Teladoc.
And, we’ll bring you a special “earnings hangover” edition of 3 Buys & A Bail, where we’ll tell you which stocks to scoop up or ditch after results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 28, 2022 • 39min
A bold recession call, and big tech on deck 4/28/22
Stocks are in the green again today, despite a surprise drop in GDP. But it’s not last quarter that people are really worried about. We’ll check in with a seasoned economist who says there’s no way the Fed can pull off a soft landing here, and that the coming downturn will be worse than he thought, too. Plus, with how should investors trade big tech names ahead of Q1 results? We’ll give you the story, the action and the trade in Amazon, Intel and Robinhood in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 27, 2022 • 45min
No alternative?, chip wreck, and Earnings Exchange 4/27/22
Not only are stocks higher today, but the Dow is rising despite a huge drop in Boeing shares post-earnings.
But the S&P 500 is still down 6% in the past week. Are U.S. stocks no longer the best game in town? We’ll explore.
Plus, looming China Covid lockdowns mean the chip shortage could get worse before it gets better. We’ll tell you who’s most exposed.
And, earnings have been all the difference in this market. We’ll look at Meta, Pinterest and Teladoc ahead of results after the closing bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 26, 2022 • 47min
Another ugly day, how many hikes?, and Earnings Exchange 4/26/22
Stocks are selling off once again today. Yesterday they turned positive in afternoon trading, but today looks like a different story. We’ve got all the angles covered.
Plus, while some experts are calling for a recession, others are saying the Fed isn’t tightening enough. We’ll explain why new economic data has some calling for even more hawkishness.
And, the Nasdaq is down nearly 3% with a host of big tech earnings on deck. We’ll highlight Alphabet and Microsoft ahead of results in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 25, 2022 • 45min
Driving the action, Fast Fed, and the busiest week of earnings season 4/25/22
Stocks and yields are dropping in tandem today, while oil falls as Covid spreads in China. We’ll look at the early fallout, and the ripple effect from the surging U.S. dollar. Plus, all of this is happening amid the fastest Fed tightening cycle in 40 years. Will it be forced to back off those plans, or is this action actually helping achieve its goals? We’ll explore. And, the busiest week of earnings season is now underway. We’ll take a look at General Electric, 3M and Whirlpool ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Apr 22, 2022 • 44min
Fed fallout, gaining altitude, and big tech on deck 4/22/22
Stocks are selling off sharply as yields rise, a day after Fed Chair Jerome Powell signaled a 50 basis point rate hike is on the table. We’ll cover all the angles.
Plus, not every sector is down today. Airlines have been a key outperformer, and one analyst says there’s still more upside to come. He’ll join us to explain why.
And, with big tech earnings on deck next week, we’ll look at three names to buy and one name to bail on in the space ahead of upcoming results.
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