The Exchange

We’re moments away from hearing Fed Chair Jerome Powell speak live at the IMF roundtable. Will he solidify the case for a 50 basis point rate hike in May? We’ll bring you in as he speaks. Plus, a day after Netflix plunged on major streaming changes, there’s word that CNN+ is shutting down less than a month after launching. We’ll have the latest details. And, we’ll bring you the story, the action and the trade in Snap Inc., American Express and Schlumberger 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.

If you thought the action in Netflix looked bad last night, it’s even worse today – now down 37%, and dropping below $100B market cap. Is it too late for the streaming pioneer to turn things around? We’ll talk to the analyst who called this one right -- Needham’s Laura Martin. Plus, is what’s bad for Netflix good for other parts of the market? We’ll speak with an expert who says this makes him even more bullish on energy now. And, we’ll give you the story, the action and the trade in Tesla, United Airlines and Alcoa ahead of results after the closing bell today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains what commodity prices are signaling about the economy right now. 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 the rise, despite yields surging higher once again. Is the market rally just a head fake? We’ll debate. Plus, it’s a big win for the airline industry now that mask wearing is optional on flights. But is there more turbulence ahead? We’ll explore. And, the CEO of Lockheed Martin joins us to talk earnings, supply chain and the company’s talks with the Pentagon about sending weapons to Ukraine. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The 10-Year Treasury Yield just hit 2.88%, the highest level we’ve seen since 2018. That means mortgage rates aren’t done going higher, either. And as for stocks? We’ll speak with an expert who says you should dump growth and go for dividend payers right now. Plus, we’ll tell you three Tech stocks to buy and one to avoid in a “rising rates” edition of 3 Buys & A Bail. And, we’ll take a look at the missing link in the clean energy revolution: the power grid. We’ll give you some under-the-radar plays to cash in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

More than half of Americans believe we’re heading into a recession. And if history is any guide, they’ll likely be proven right. But that history doesn’t include inflation spikes like the one we’re seeing now. We’ve got stock picks for whichever type of market you want to bet on. Plus, as rates rise and the mortgage market slows, we’ll speak with the CEO of Rocket about how his company can make money in this environment. And, our trader is worried about earnings season, seeing potential destruction ahead for some stocks. We’ll get her 3 “Bails” and one “Buy” for investors here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation just hit a new 40-year high, and the market seems to think the worst of it might be behind us. But is that sentiment premature? And will it change anything when it comes to the Fed’s tightening plan? We’ll discuss. Plus, we’ll speak with the CEO of Paramount Pictures about the box office, streaming wars and if there’s more room to run in the stock. And, we’ll bring you the action, the story and the trade in a big bank, a beaten-down retailer and an airline all set to report 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.

Yields are spiking around the globe, and that continues to be a huge headwind for Tech. The Nasdaq is now down 1,000 points in the past week. But is talk of a recession premature? We’ll speak with an analyst who says even the downturn in the transport stocks isn’t as bad as you might think. Plus, Elon Musk’s Twitter saga has taken a new turn, as he won’t take a seat on the board after all. So where do we go from here? We’ll explore. And, as China’s Covid lockdowns grow, will American companies look to move manufacturing operations elsewhere? We’ll look at the fallout. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As rates continue to shoot higher, we’ll hear from one economist who says the Fed won’t be able to follow through on its tightening plans. Plus, we’ll do a deep dive on how rising rates are impacting real estate. Could we be at a turning pointing from residential to office strength? We’ll ask Don Peebles. And, earnings season kicks off next week, led by the big banks. But which is a buy, and which is a bail? We’ll ask our trader Gina Sanchez. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market is still feeling a bit nervous as the Fed gets more aggressive on tightening, and now there’s a new wrinkle they’ll need to digest too. We’ll discuss. Plus, Home Depot & Lowe’s are both down more than 20% this year as rising rates spoil the reno boom. We’ll speak with the analyst that called this home improvement downturn last year. And, today is opening day for Major League Baseball, which also marks the debut of MLB games exclusive to Apple. Will it be a home run, or a strikeout for the tech giant? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.