Power Lunch

Markets are rallying this year because they think inflation is slowing. And Jerome Powell seems to agree. But the CEO of Nestle says more price hikes are coming. Who’s right on inflation? We’ll debate.Plus, many beaten-down names have soared as stocks get off to a hot start. Is this a repeat of “Meme Mania”? And are day traders once again jumping in on speculative names? We’ll get the latest data on who’s trading.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We just got a blockbuster jobs report, and yet the markets are reacting with a whimper. Is that a good sign for investors? We’ll dig into what could lie ahead for stocks, the economy & the Fed. Plus, stocks are off to a very hot start this year, with speculative names seeing some huge gains. But is there anything real to support this, or could the rally quickly slide back into reverse? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks are going bonkers again, led by Meta and helped by both earnings and the Fed. Can the rally keep going when Apple, Amazon and Alphabet report tonight? We’ll tell you the key things to watch. Plus, Ray Dalio warns we’re on the brink of economic war with China. But one of our guests says if you’re looking for opportunity in equities, China is the place to be. He’ll reveal what he’s buying. And, on-shoring supply chains, and off-shoring talent. We’ll look at how technology is changing how companies work, who they hire, and where their workers are with XPRIZE Foundation Founder Peter Diamandis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve just raised interest rates by a quarter point, and said ‘ongoing’ increases will remain appropriate. It also noted that inflation “has eased somewhat, but remains elevated.” We’ll explain what the decision means for you and your money, where markets and the economy go from here, and how you can position. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market is watching 2 big items today: earnings and the Fed. We’ll get you set for tomorrow’s big FOMC decision on interest rates, and break down all the angles of earnings you need to know. Plus, Bitcoin is up nearly 40% so far this year. So has it survived the so-called “crypto winter?” We’ll ask Strike Founder & CEO Jack Mallers about that and much, much more. 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 mostly lower today, as the markets brace for the biggest week of earnings season on tap. We’ll look ahead to some of the biggest names with market-moving potential. Plus, the FOMC is meeting this week too. Will the Fed hike 25bps, or 50bps? And what will they say about the conditions for ending rate hikes? Former Atlanta Fed President Dennis Lockard will join us to discuss. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Intel is the big loser today following brutal earnings results. The company missed targets, and also gave a weak forecast. So when will the “turnaround” take hold? We’ll speak with an analyst who says its transition is still in the early earnings. Plus, we just got another sign that inflation is starting to slow. And a key consumer sentiment number improved, too. But can the consumer remain strong enough to avoid a recession? We’ll debate. 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 tracking lots of headlines in the transportation sector today. Three major airlines are reporting results, plus Tesla is surging after topping estimates & Elon Musk’s conference call. We’ll break it all down. Plus, Chevron just announced a dividend raise and $75 billion share buyback plan. And the White House wasted no time in attacking the move for lining the pockets of wealthy shareholders. We’ll bring you all the details. 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 sinking today, as earnings results weigh on markets. Microsoft is dragging down tech, while Boeing is weighing on the Dow. We’ll get you ready for Tesla’s earnings on deck. Plus, we’ve seen some signs of inflation starting to slow. But maybe not fast enough for a lot of consumers. We’ll discuss the stickiness of higher prices, and if they’re here to stay. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street is awaiting Microsoft’s big earnings report due out after the bell. And there are lots of issues at play, from layoffs to investments in AI. We’re also waiting to hear from the Dept. of Justice on an antitrust announcement. We’ll break it all down, and bring you the latest details as they happen. Plus, we have a couple of big CEO interviews on deck. We’ll talk defense with the CEO of Lockheed Martin, and lithium’s record run with the CEO of Albemarle. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.