The Exchange

Kelly explains why this week’s economic indicators report could spell big trouble ahead for the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s been a big week of Fed speakers dominating headlines, and we’re not done yet. Federal Reserve Governor Christopher Waller is speaking today at the Council of Foreign Relations, and we’ll bring you the key headlines. Plus, Alphabet is joining the list of big tech giants announcing job cuts, set to lay off 12,000 workers. We’ll explore what it all means for the sector after a rough year in 2022. And, the U.S. personal savings rate has plummeted from pandemic-era highs, while household and credit card debt soar to new records. We’ll explain why 2023 could be a rough year for consumers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With inflation slowing, but sticking around here in the US, should investors look overseas? Why Europe is beginning to look attractive—and why the Fed needs to pause rate hikes, according to one bond investor. Plus, oil was the top performing sector for two years in a row, could 2023 be a record three-peat? Amrita Sen weighs in with why she’s bullish. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Bank of Japan is standing pat on its yield curve control policy, and that’s reverberating throughout global markets. We’ll drill down on the decline in the dollar, and the stocks poised to benefit here. Plus, Moderna’s RSV vaccine efficacy is driving the stock higher, and setting the stage for a new post-Covid battleground. We’ll speak to an analyst who says this could be a game changer for $MRNA shares. And, the U.S. is poised to hit its debt ceiling tomorrow, much sooner than expected. And a showdown in Washington could come at a high cost. We’ll look at the potential fallout for markets & the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big banks are back in the spotlight today, with Morgan Stanley & Goldman Sachs reporting earnings. And both stocks are taking off in opposite directions. Goldman seeing its biggest miss in a decade…while Morgan topped estimates and reported record wealth management revenue. We’ll break down all the headlines. Plus, a slowing economy, slowing population growth, and a resurgence in Covid cases. We’ll give you the latest news out of China, including what it all means for investing there. And, we’ll give you the action, the story and the trade on United Airlines, J.B. Hunt & Prologis ahead of results on deck in ‘Earnings Exchange.’ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Different data points are giving you very different stories about the economy right now. So are we growing, or slowing? We’ll debate. Plus, speaking of which -- “Meme Stocks” are back! Is that a red flag for investors, or a green light for stocks? We’ll ask our experts. And, on the heels of Disney’s proxy fight, we have a very special edition of “3 Buys & A Bail” that you won’t want to miss. 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 how a Fed policy pivot could be just around the corner. 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 Fed pause now just around the corner? Markets already seem to be coming to that conclusion, and now some FOMC members are signaling it too. We’ll debate. Plus, activist investor Nelson Peltz wants a seat on Disney’s board, saying the company has “lost its way.” We have the latest details, and what it means for the stock. And, bank earnings are on deck, with a much-needed pulse on the economy incoming. Will it expose cracks, or continued strength? We’ll look at what to 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 the Fed might not be as hawkish as it seems to be. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTX is back in bankruptcy court today, as company lawyers claim they’ve recovered over $5 billion worth of ‘liquid’ assets. But that still leaves them about $3 billion short of what customers are owed. We’ve got the latest details. Plus, remember when FTX wanted a bailout? Apollo was one of the firms they turned to. We’ll ask its Co-Head of Private Equity why they ultimately passed on that opportunity. And, another week, another airline mess – this time, an FAA outage grounding flights nationwide. We’ll check in with a veteran pilot who says what we’re seeing today is simply “extraordinary.” Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.