The Exchange

Kelly helps make sense of carnage in the bond market. 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 flashing plenty of warnings signals, so what’s the right playbook now? We take a look. Plus, as the market braces for an aggressive Fed, we look ahead to the latest fed minutes and what they may tell us about the balance sheet and rate hikes. And taking the pulse of teenagers in America. We look at what they’re buying, eating and sharing-and how to trade the trends. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Some hawkish words from a usually dovish Fed Governor, with Lael Brainard saying inflation is much too high, and the Fed may have to get even more aggressive. We’ll look at the fallout as rates rise. Plus, Elon Musk is joining the Board of Twitter, just a day after disclosing his stake in the company. We’ll speak with an analyst who’s downgrading the stock despite it soaring 30% in 2 days. And, we’ll get a trader’s take on 4 major stocks – 3 to buy here, and one to avoid -- just as earnings season heats up and the yield curve inverts in “3 Buys & A Bail.” 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 why this trading environment is unlike anything we’ve seen in the 21st century. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk has become Twitter’s biggest shareholder, disclosing a 9% stake worth nearly $3 billion. We’ll speak with one analyst who says the upcoming midterm elections make now the perfect time for Musk to buy in. Plus, Cathie Wood says the Fed is playing with fire, calling it a mistake to raise rates as yield curves invert. Larry Lindsey joins to argue against that logic. And, are these the best or the worst of times for financial stocks? And should you bet on traditional banks or fintech stocks right now? 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.

The U.S. added 431,000 jobs in March, with the unemployment rate falling to a pandemic-era low of 3.6%. Is the economy on strong footing as the Federal Reserve begins a new rate hiking cycle? We’ll debate. Plus, we’ll speak with one expert who says it’s “absurd” to think raising rates will cause a recession right now. And, we’ll bring you 3 stock picks to consider before earnings season kicks off again in “3 Buys & A Bail.” 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 why the Fed may need to get even more hawkish from here. 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 why the Fed might still be too far behind the curve. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden is expected to speak just minutes from now, as he’s set to order a huge release of oil from our strategic reserves. Could gasoline rebates be next? And would any of this actually help bring pump prices down? We’ll explore all the angles. Plus, we’ll take a hard look at whether or not the Fed can bring down inflation without sparking an economic downturn, ahead of another key jobs report tomorrow. 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 slightly lower, putting their 4-day winning streak in jeopardy today. And while bond yields are reversing higher, there’s technically no inversion of the 2-YR / 10YR spread just yet. We’ll have all the latest details. Plus, there’s still plenty of optimism for crypto, with bitcoin’s price up 10% this week. But is one big whale behind the huge jump? We’ll explore. And, Apple is riding an 11-session winning streak, its longest since 2003. Could investors finally see it close about the $3 trillion mark? 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.