The Exchange

Today’s inflation print may be pushing Fed rate cuts even further out, with markets now pricing in just a 50% chance in June. We’ll look at how to position and get the results of the 10-year note auction. Plus, Boeing reportedly failed 33 out of 89 FAA product audits, and now the manufacturer’s woes are starting to hit the airlines’ bottom lines. And today is Equal Pay Day, marking the date that symbolizes how far into the year women must work to earn what their male peers earned in the previous year. We’ll look at the salary shortfall and what companies can do to help close the gap.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With earnings in the rearview mirror, our market strategist brings some buys that coincide with what she thinks will be the next catalyst for the market. Plus, a new cap for credit card late fees, thanks to a new rule from the CFPB. We’ll speak with the director about why it’s a controversial topic for many. And serial entrepreneur Gary Vaynerchuk is here with former TikTok CEO Kevin Mayer to discuss their new media venture targeting children. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are struggling to hold their initial gains following the stronger-than-expected jobs number, but Fundstrat’s Tom Lee is staying bullish on stocks and tells us where he’s seeing opportunities now. Plus, the latest unemployment rate may have ticked higher but the share of prime-aged women in the workforce climbed to nearly 78% and is hovering near a record high. We’ll look at what it’ll take to get more women into the workforce. And President Biden is calling on higher corporate taxes in his latest State of the Union address. We’ll get a traders take in today’s 3 Buys & a Bail. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden is expected to go after the wealthy and corporations in his State of the Union address tonight. We’ll look at the challenges and potential impact for business and Wall Street. Plus, Fed Chair Powell is wrapping up his second day of testimony on Capitol Hill. We’ll speak exclusively with Cleveland Fed President Loretta Mester about the central bank’s path forward. And we’ll look at Costco, Broadcom, and Docusign ahead of their reports in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed’s not ready to start cutting rates, according to Chair Powell. We’ll break down his first day of testimony on Capitol Hill and what it means for investors. Plus, NYCB is plunging on reports the bank is seeking a major capital infusion. And OpenAI is firing back to Elon Musk’s lawsuit by publishing some of Musk’s emails that appear to contradict what he’s said recently about OpenAI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our market guest is rotating out of Nvidia and back into value, and has one name where he expects to see healthy returns. Plus, the Trex CEO joins us with his view of the housing market and how the deck manufacturer is benefitting from home renovation trends. And we’re talking shopping, cybersecurity, and the supply chain in Earnings Exchange before Nordstrom, CrowdStrike, and JD.com report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The EU slapped Apple with a nearly $2B fine on the same day the tech titan changed its messaging around artificial intelligence. We’ll break down both stories and look at how to be positioned in the stock from here. Plus, could warehouses be the next shoe to drop in commercial real estate? Our analyst has the risks and opportunities in the sector. And as investors prepare for a big week of retail earnings, our trader has three buys and a bail in the space. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New York Community Bank management described internal controls at the bank as ineffective. We’ll look at what went wrong and speak to the former chief risk officer at Discover. Plus, Elon Musk is suing OpenAI and Sam Altman, but our market guest says she’s ready to buy more Tesla shares on any perceived weakness. And we’ve got a crypto edition of 3 Buys & A Bail, following bitcoin’s monster rally this week. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today’s key inflation data is still ahead of the Fed’s 2% target, but that’s not stopping our market guest from finding ways to play offense. Plus, from the housing shortage, to onshoring, and America’s aging demographic, our guest has one REIT trade investors can take advantage of. And we’ve got a rare exclusive interview with the CEO of Acushnet, the parent company of Titleist, about the business of golf, what’s driving demand, and the future of the sport amidst all the uncertainty with the PGA Tour and LIV Golf Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our market guest says investors are paying too much attention to rate cuts and not enough to something else that could become a headwind for global markets. Plus, the CEO of Life Time joins us on the heels of an earnings beat with the company’s strategy amid the weight-loss drug boom. And we’re trading Paramount, HP, Inc., and Birkenstock in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.