The Exchange

Kelly explains why the Fed might be closer to cutting interest rates than it might believe. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apollo’s Torsten Slok reveals the biggest labor challenge facing the Fed that no one is talking about. The action, the story, the trade on Caterpillar, NXP, and McDonald’s ahead of earnings. And Carter Worth called the drop in Tesla back in June, why he’s getting bearish after saying to “nibble long” in December. Plus, the Super Bowl Indicator—can you trust it? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the economy growing, or slowing? There hasn’t been this much confusion over economic data since…last year. So which way does the Fed see things right now? We’ll debate. Plus, Intel is selling off after a brutal earnings report. This as lawmakers in Washington are spending billions to benefit it. Did DC back the wrong horse? We’ll explore. And, stock buybacks tend to make Gina Sanchez’s skin crawl…but there are exceptions! She’ll reveal 3 buybacks you should like, and one to bail on here. 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 there may finally be enough incentive for the Fed to pause hiking. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chevron’s massive stock buyback is the talk of the day. Investors are loving it, while the White House is taking issue with it. We’ll bring you the story, the controversy and the trade. Plus, today’s econ data might suggest the economy is doing just fine. But don’t be fooled! We’ll look at why the Fed isn’t likely to slow down yet, and how you can position in the meantime. And, housing is one area that is indeed seeing a slowdown. But if you’re in the market and hoping that spells a good deal, we’ll speak with an expert who says don’t get your hopes up too high. 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 some economic data still remains troubling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft is weighing on the broader markets today, though stocks are off the lows as it sets in that its quarter wasn’t as bad as some feared. And while Microsoft can’t control enterprise spending, they can invest heavily in growth technologies like AI. Does that make it a ‘buy’ here? We’ll debate. Plus, as we move through a choppy earning season, are you wasting time investing in the U.S.? We’ll speak with an expert who sees more upside in International stocks. And, Tesla earnings are on deck. We’ll be joined by the analyst who thinks the stock could go to $425 per share – but for a different reason than 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.

Kelly explains why a debt ceiling fight in Congress could have far-reaching consequences. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are giving back yesterday’s gains, and one of our experts is hardly surprised. He says to sell any rally until at least the summer. He’ll join to explain why. Plus, everyone is bracing for tonight’s earnings from Microsoft. We’ll tell you what to look for, and how to position ahead of the big report. And, sky-high egg prices could be a tailwind for one key group of stocks. We’ll reveal the names, and tell you which are most attractive here. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Noted economist Paul McCulley tells us why a pause in Fed rate hikes would be ‘fully justified.’ Yale’s Stephen Roach is more concerned about China than he’s ever been. And layoffs, AI, search battles, oh my…we dig into the reckoning in tech and what’s next for the likes of Google and Microsoft. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.