The Exchange

Kelly discusses trouble brewing in the banking system. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Philly Fed President Patrick Harker explains his reasoning for keeping rates where they are. The podcast discusses the recent increase in the 10-year yield and its potential impact on the Federal Reserve's rate hikes. It also explores market trends and indicators, the concept of product inflation triggers, the decline in AMX stock price, the attractiveness of energy stocks, ongoing production cuts, and updates on news and events.

Kelly explains why the Fed has obligations beyond its "dual mandate.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Discussion on Federal Reserve Chair Powell's speech, bond market dynamics, stock market gains, and updates on commodities market. Exploring the impact of Federal Reserve actions on the bond market and the current performance of the market and corporate credit opportunities. Focus on the challenges faced by Alaska Airlines and various news items including humanitarian aid, climate action, and President Biden's speech. Insightful conversation with the CEO of Las Vegas Sands on the rebound in the Asian market and impressive financial results of the company.

Highlights include the failure of the House Speaker vote, President Biden's visit to Israel, the impact of rising bond yields on loan demand, and updates on the housing market, mortgage rates, and activist investor campaigns.

Better than expected economic data is pushing yields back toward their recent highs. We’ll ask our strategist how he’s adjusting his portfolio. Plus, homebuilder sentiment sliding to 10-month lows, but our analyst is staying positive ahead of next week’s earnings and tells us why. And salaries could be higher for longer – keeping the Fed in that mode as well.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former CFTC Chairman Tim Massan discusses the path forward for regulating Bitcoin. The stock market dominance of certain companies in the Nasdaq index, challenges faced by smaller companies, and the historical context of inflation are explored. The impact of rising interest rates, bond yields dropping, and the growing debt and deficit problem are discussed. The volatility and lack of regulation in Bitcoin trading, as well as upcoming earnings reports and positive market performance, are highlighted. The financial state of consumers, investing in thematic companies, and the concerns of main street are also discussed.

Stocks are struggling, gold is rallying, and oil is climbing due to various factors. The podcast also discusses the impact of rising interest rates on economic growth, fears of Palestinian displacement, House Republicans' search for a new speaker, and the SEC's decision on a Bitcoin ETF.

Discussion on stock market performance and concerns about potential Fed tightening due to higher-than-expected inflation. Updates on ongoing conflict between Israel and Gaza and latest developments in House Republican politics. Analysis of PNC, JP Morgan, and Wells Fargo banks and concerns about declining net interest income. Worries surrounding Wells Fargo's upcoming earnings report and potential negative impact of mortgage rates on home builders industry.

Discussion on bond yields, stock performance, House Republicans meeting, Middle East conflict, upcoming earnings reports, Delay in Instacart IPO, Impact of Events in Washington on the Markets, Earnings Report for Delta Airlines and Market Update, Geopolitical tensions and their impact on global trade and investment, Discussion on Success and Profits, Delta Airlines Performance and Walgreens Leadership Changes