The Exchange

Stocks are on the rebound again, as the Nasdaq tries to string together a four-session win streak. We’ll look at what’s prompting this change in investor sentiment, and where the best opportunities are right now. Plus, we can’t have a recession if the labor market remains this tight. But will it? We’ll look ahead to tomorrow’s big jobs report. And, oil is bouncing back strongly today, but commodities have gotten crushed lately. We’ll get you the stats, the story and the trade on crude, metals & more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of the Fed minutes, one market strategist tells us why this is “the weirdest economy” she’s ever seen, and why she’s sticking with one beaten-down sector. Voyager Digital just the latest casualty in the crypto collapse, the CEO of one digital bank tells us why she’s saying “good riddance” to a lot of the ecosystem. And mortgage applications fell again last week as rates sit at multi-year highs, but one analyst is getting bullish on a lender. 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 a new week, but the same old story as stocks sell off once again. It comes as concerns of a possible recession continue to grow, especially in Europe. We’ll hear from an expert who says the biggest risk to markets is a Fed overreaction right now. Plus, Bill Ackman says the Fed needs to kill off inflation to save the economy. So who’s right? And what does the Fed need to do here? We’ll ask Jefferies Chief Market Strategist David Zervos. And, the U.S. Dollar just hit a 20-year high against the Euro. We’ll tell you what it means for you, and how to trade it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The chorus of calls that we’re already in a recession is growing, and yet data continues to show signs of strength. Is the data just lagging, or a different picture of the economy entirely? We’ll explore. Plus, Apple, Amazon and Starbucks are all facing labor battles as the unionization push grows. We’ll get the latest on each, and the impact it’s having on their stocks. And, we’ll get you ready for the second half of the year with a brand new edition of Three Buys & A Bail. 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 labor market is key to where the economy goes from here. 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 lower again today, as we close out the worst first half since 1970. But previous bad starts have been followed by strong finishes. Is there hope for a rebound? We’ll discuss. Plus, Crypto is also getting crushed this year. Bitcoin is now down 60%, and back below $20,000. We’ll explore why bad news for the entire sector keeps rolling in. And, the Renaissance IPO ETF has lost half its value in 2022, on pace for its worst quarter ever. We’ll help you hunt for opportunities amid the wreckage in Three Buys & A Bail. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 is on pace for its worst first half since 1970. Will it be different story in the back half of 2022? We’ll look at the dynamics at play as June nears a close. Plus, the collapse in Crypto prices has one expert saying it reminds him of the 2008 housing crisis. He’ll join us to explain why, and what he sees happening next. And, we’ll speak with an expert who says investors should forget about “safe havens” and defensive plays in the second half -- it’s time to start playing offense, and he has picks for us. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ark Invest’s Cathie Wood says the U.S. is already in a recession. But Fed Official John Williams says the economy is “strong.” Who’s right, and what should you do with your money here? We’ll explore. Plus, retailers like Allbirds & Warby Parker rushed to go public during the height of the pandemic e-commerce boom, but now they’ve plunged 70% so far this year. Are they prime takeover targets? We’ll debate. And, we’ll bring you the action, the story and the trade in Bed Bath & Beyond, General Mills and Paychex ahead of results on deck in another edition of 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.

Kelly explains how there are signs the macroeconomic environment is actually improving. 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 trying to stay positive as they come off a huge week of gains. And yet, all the major averages are still down 13% or more this year. We’ll give you some advice on what to buy for the back half of the year as the calendar turns to July. Plus, if you thought 2022 was bad for stocks, it’s been even worse for Crypto. We’ll hear from an expert who says the bottom isn’t even in yet. And, the Consumer Staples have been a bright spot in this volatile market. We’ll get 3 Buys & A Bail across that sector from our trader. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.