The Exchange

Tech is leading the market’s gains today, as investors digest more Fed speak, earnings & economic data. But could the bounce be short-lived? We’ll look at 3 names poised to keep the gains going. Plus, how likely is a cyber attack against the U.S. in response to Speaker Pelosi’s trip to Taiwan? We’ll speak with a cyber security expert who expects China’s response to be “big.” And, we’ll give you the action, the story and the trade in Lucid, Sunrun and Hostess Brands 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.

Despite coming off the Fed’s second 75 bps rate hike in a row, and just 3 days ahead of the July jobs report, San Francisco Fed President Mary Daly said there’s still “a long way to go” in the fight against inflation. We’ll explore what she says needs to happen. Plus, with inflation at 40-year highs, consumers are searching for any way to save right now. We’ll speak to the CEO of Misfits Market – which offers surplus produce and groceries at a discount – about the trends he’s seeing in the marketplace. And, we’ll give you the action, the story and the trade in AMD, Starbucks and PayPal 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.

Banks historically do well in a rising rate environment, and this time around, regionals are the outperformers. We talk to the CEO of Texas-based Frost Bank about the activity he’s seeing and why he thinks inflation has peaked. And, Uber results are on deck…why share price could double over the next year. Plus, housing data firm Black Knight reporting home price appreciation posted its biggest monthly drop ever in June, what that means for both buyers and sellers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

GDP has contracted for the second straight quarter, but a recession has yet to be officially declared. Are investors focused on the wrong thing—and how should they position now? Amazon, Apple and ads—we parse the big trends in teach earnings and what those results reveal about the economy. And 3 Buys and a Bail: Food Edition. We head to the heartland where one trader is making big bets on agriculture…and shunning one delivery service. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden takes a victory lap with the surprise legislation from Democratic Senators Manchin and Schumer. Royal Caribbean CEO Jason Liberty discusses his take on second quarter strength, and why travelers are back on the high seas. Plus, Secretary Janet Yellen delivers remarks on the economy from the Treasury Department. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With just an hour away until the Fed decision, we discuss what Powell’s gotten right, what he’s gotten wrong, and whether or not its rapid rate hikes are a huge policy mistake. And as pending home sales in June fell 20% compared to the previous year, the CEO of the country’s largest builder weighs in on the impact of the cooling housing market on her bottom line. Plus—ads, autos, and appliances. We get the trade on Meta, Ford, and Stanley Black and Decker ahead of earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart just cut its outlook, sending retail stocks and the broader markets spiraling lower. And now Shopify is laying off workers as e-commerce slows. Are there any winners in the retail sector right now? We’ll explore. Plus, the Nasdaq is leading the market declines as Microsoft & Alphabet are set to report earnings after the bell. Should you buy either right now? Our trader will make her case for why one of them is worth a look here. And, we’ll check back in with AptarGroup CEO Stephan Tanda. When he first joined us in 2020 his company was having inventory woes. But now “job abandonment” is his biggest challenge. He’ll explain why. 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 in “wait-and-see” mode as we dive into a critical week for the market. Big Tech earnings are on deck, big economic data is due out and the Fed’s big decision on interest rates. Looms. We’ll walk you through what to expect, what’s priced in, and how to position. Plus, we’ll speak with an expert who says the market is “volatile & directionless” right now, so consider dividend-payers to ride out the storm. He’ll reveal his top picks. And, it’s not just Tech names reporting this week. We’ll look at the Chips, Homebuilders and Restaurants with results from NXP Semiconductor, PulteGroup and McDonald’s 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.

We’re back into “growth scare” mode, with weak PMI data out this morning and now Snap Inc.’s digital ad slowdown, too. Is it a Snap-specific problem, or an industry-wide sea change? We’ll get an insider’s view on how to position right now. Plus, we’re seeing more hiring freezes, corporate layoffs and warnings about the low-end consumer on Wall St. What does that say about the Fed’s inflation fight? We’ll discuss. And, we’ll give you three “Buys” and one “Bail” – depending on what kind of slowdown we’re heading into. Gina Sanchez joins us to reveal her top picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Europe is on the brink of crisis, as the continent grapples with energy cuts, collapsing governments and the first interest rate hike in 11 years, spurred by soaring inflation. How much worse can it get, and what does it mean for investors here at home? We’ll explore. Plus, the CEO of Alaska Air joins us with a dire warning on why you should book your holiday travel plane tickets right now. And, we’ll give you the action, the story and the trade in Snap, Inc., American Express and Verizon ahead of results 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.