The Exchange

Kelly explains why just because it’s taking a while, doesn’t mean a recession is off the table. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly digs into the details of the latest inflation report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly highlights how data continues to hold up relatively well, despite the Fed’s massive tightening strategy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is a half point rate hike now in play? Two Fed officials are making the case for it. But one of our guests says things aren’t as strong as they seem. He’ll join us to explain where he sees the Fed heading next. Plus, our market expert says if you think the recent rally is premature…it’s not! He says it all makes perfect sense, and he’ll join us to explain why & what he’s buying here. And, retail heavyweights like Walmart and Home Depot are set to report earnings next week. We’ll look at 4 names in the space to “shop or drop” ahead of results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly highlights some encouraging things happening in the economy in the long-term. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation is still hot. Labor is still tight. Housing is firmer than expected, and manufacturing is doing worse. The markets are taking a breather as a result. So where do we go from here? We’ll debate.Plus, the options market is flashing a major warning sign. Are we heading for “Volamageddon 2.0”? We’ll look at what it is, and whether it really matters to equity markets.And, rates are jumping for everything from auto loans to credit cards, just as card balances reach a post-pandemic high. How much longer is this sustainable? We’ll explore. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The latest CPI print showed inflation is still high, and yet new retail sales numbers show consumer spending is still strong! Is the U.S. consumer simply unflappable? We’ll debate.Plus, travel is one area of the economy still going strong. Choice Hotels just delivered a blockbuster report and guidance. The CEO will join us live with key consumer trends he’s seeing.And, 3 big momentum stocks are set to report results tonight. We’ll give you the action, the story and the trade in Roku, Shopify & Zillow 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.

Stocks are under pressure after today’s hotter-than-expected CPI print. A 5-star fund manager will join us to reveal his “tensions” trade, and names that could be resilient in the face of sticky inflation.Plus, we’ll do a deep dive into the CPI report, including what it means for the Fed’s tightening strategy, the path of the economy and your money.And, we’re not done with Earnings Season just yet. We’ll give you the action, the story and the trade in Airbnb, Taylor Morrison Home & Generac ahead of results on deck. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are shaking off their CPI jitters, with the big inflation report due out before the bell tomorrow morning.  Will it show inflation re-accelerating, or give the Fed some breathing room? We’ll explore what’s at stake for your portfolio.Plus, we’ve now reached 4 unidentified objects shot down from our skies in 9 days. We’ll look at the companies involved in this unprecedented defense response.And, is the spring selling season already off to a decent start for real estate? We’ll dive into the trends on the ground, and the data pointing to ‘yes.’ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Don’t underestimate the American consumer. Sentiment continues to improve, and one of our experts sees continued resiliency despite rising rates. She’ll reveal the names she’s buying because of it.Plus, the great question for this Spring is: how will the housing market fare? We’ll drill down on 3 keys area of real estate, and what they mean for prices, inflation and housing stocks.And, we’re counting down to the big game this Sunday. We have a special ‘3 Buys & A Bail’ with the companies set to spend big on ads this year, and who could win the night. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.