The Exchange

Did today's jobs report just cement the end of rate hikes? The market may be cheering the softer-than-expected numbers, but KPMG’s Diane Swonk says not so fast. Plus, one fast casual food stock is having a good week, but earnings were a mixed bag. The CEO joins us with what he’s seeing from the American consumer. And from China, to rates, to jobs and energy – it’s a special edition of Three Buys and a Bail. We’ll take a look at the week’s big themes, and make a trade for each. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We have special coverage of the Federal Reserve’s decision on interest rates, live from Washington, D.C, featuring the fallout for stocks, bonds, the economy, and the consumer, as well as the view from Congress with Rep. Brad Sherman (D-CA) and Sen. John Kennedy (R-LA). Plus, we’re joined by one strategist on how to position your portfolio for any policy scenario ahead of a potential government shutdown. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A countdown to the Fed's decision on interest rates, the CEO of the largest home-loan service shares insights on the health of housing, and a look at the scariest hypothetical bear cases in tech. Also, discussions on Trex's success in the home improvement industry and the impact of interest rates on end user demand. Updates on companies like JetBlue, VF Corporation, and Pinterest, and insights on undervalued stocks and recommended defensive strategies in the market.

Hedge fund manager Kyle Bass discusses risks and opportunities in the market. CEO of XPO shares his read on the freight market. CEO of Spirit Halloween discusses the consumer, commercial real estate, and trends.

Vanguard CEO Tim Buckley discusses his approach to the market as the world's second-largest asset manager. The CEO of Tri Pointe Homes provides insights on how homebuilders are navigating the high-interest-rate environment.

The latest data show the economy remains resilient – and so does the consumer. What does it all mean for the market and the Fed? We speak with one economist about her forecast. Plus, our market guest says the recent pullback in tech provides a good entry point, but there’s one way to play it. He’ll tell us how, and what else he’s buying outside of tech right now. And Empire State Realty Trust’s CEO joins us fresh off earnings with what’s driving the stock higher, and his read on the New York City commercial real estate market. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Three months after a bold call, our market guest rejoins us to take a “quarter-victory lap” and look ahead to the next opportunity. Plus, we’ll speak with the CEO of one travel company that’s benefitting from one key consumer trend that they expect to withstand an economic slowdown. And while homebuilders have been buying down mortgage rates to make homes more affordable, the calls for the government to step in are getting louder. Our strategist tells us how that approach would work and how likely it is to actually happen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bill Ackman covers his bet against bonds, Jamie Dimon criticizes central banks' economic forecasts, former Fed vice chair Randy Quarles gives insights. Microsoft, Alphabet, and Visa's earnings are discussed, highlighting good problems with one of them. Market updates include positive performance in NASDAQ, Bitcoin surge, and impacts of UAW strike and Gaza challenges.

Experienced portfolio manager discusses how bonds can achieve equity-like returns over the next 18 months. An economist raises concerns about government spending overwhelming the Fed's inflation fight. Morgan Stanley's real estate co-CEO shares her strategy amidst higher yields and opportunities overseas.