The Exchange

August’s disappointing jobs report exposed a clash between slowing jobs growth and rising wages. But another clash is brewing as well, between the confidence of consumers and CEOs. Does one explain the other? We’ll ask Conference Board CEO Steve Odland. Plus, in the aftermath of Hurricane Ida, are insurance premiums about to spike? We’ll explore the storm’s full impact, and what happens if these weather events become increasingly ‘normal.’ And, activist investing firm Engine No. 1 is reportedly revving up to take on another big oil producer. We’ll explain the high-profile fight that could be shaping up. 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 shift toward electric power isn’t as clean as you might expect. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New data shows prospective employees either getting more interested in returning to work, or never coming back at all. We’ll explore what it means for both workers and employers ahead tomorrow’s crucial jobs report. Plus, ChargePoint shares are surging on a strong quarter, but are still well off their 52-week high. So why is the CEO so bullish? We’ll ask him. And, in a consumer-focused edition of Rapid Fire: how inflation and supply chain issues are weighing on earnings across nearly every sector today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

September kicks off with yet another economic data miss, with investors on edge ahead of Friday’s big jobs report. Is Fed tapering still on, or not? We’ve got some strategies and names for you that pay, and are Fed-proof too. Plus, if hiring is slowing, then why are so many big companies going on hiring sprees? From Walmart to Fidelity, we’ll tally up the thousands of new job openings nationwide. And, in today’s tech-themed Rapid Fire: Apple wants to takeover your life, is TikTok killing Facebook?, and what Cathie Wood means by “transparency.” 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 those who bought into 2020’s red-hot housing market may have bought in at a good time after all. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The delta variant put a huge dent in America’s reopening plans, and consumer confidence is sinking sharply as a result. We’ll recap today’s difficult data, and tell you how to position your portfolio ahead of Friday’s crucial labor report. Plus, the supply chain was already broken -- and then Hurricane Ida hit. We’ll speak to a company trying to regroup on the front lines. And, in today’s very meta Rapid Fire: video games, app stores and Zoom calls. 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 it’s a matter of when, not if, renewable energy overtakes oil & gas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rescue & cleanup efforts are underway as Hurricane Ida slams Louisiana. We’ll bring you the latest details, including impacts for energy, oil & beyond. Plus, markets are rallying yet again today, reaching new highs for the S&P 500 and Nasdaq. But with September a historically weak month, where do markets go from here? We’ll debate. And, the travel rebound is hitting a roadblock, as airlines begin cutting capacity. Did recovery stocks get ahead of themselves? We’ll ask the experts. 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 Jay Powell’s taper commentary from Jackson Hole sending markets higher, Morgan Stanley’s chief U.S. Economist weighs in. With just four days away from the deadline for the U.S. to withdraw from Afghanistan, we discuss the geopolitical risks to the region and the role China could soon be playing in the country. Plus, despite Peloton shares falling today after the company cut bike prices for the second time, Loop Capital says selling the stock now is like selling Apple after it cut the price of iPods. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From global turmoil to a Fed on the verge of tapering to rising rates and inflation. A look at how all these factors are playing out in your investments. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.