The Exchange

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The Exchange 7/15/22 Jul 15, 2022

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Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

100-point hike?, “peak inflation” and ad-ed value? 7/14/22 Jul 14, 2022

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Fed Governor Christopher Waller says his base case is still “only” 75 basis points for this month’s rate hike. But are underwhelming bank earnings a bad sign? We’ll look at the tough spot the Fed & markets are in. Plus, Dan Yergin joins us with his take on whether or not inflation has peaked, as he’s warning investors about the future of copper and a deepening global energy crisis. And, Netflix is picking Microsoft to help it roll out ads. We’ll explain how this deal went down, and what it could mean for both companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The biggest takeaway from this CPI report 7/13/22 Jul 13, 2022

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Kelly explains how the Fed’s case for a larger interest rate hike this month just became more convincing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation jumps, “uber credibility”, and Banks, Chips & Beef Jerky 7/13/22 Jul 13, 2022

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Inflation soared to 9.1% in June, the fastest pace in 41 years. So why is the 10-year yield actually down today? We’ll look at the market-based inflation signals that have been dropping sharply, and could stay under pressure if the Fed does another large hike. Plus, David Zervos says the Fed has won “uber credibility” from their 75bps hike last month. But what do they need to do to keep that credibility? We’ll ask him. And, now that the CPI number is out of the way, markets can focus on earnings. We’ll get you ready for all the big names reporting tomorrow 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.

Major market moves, “Primed” & ready, and a SPAC giveback 7/12/22 Jul 12, 2022

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The Dollar is close to parity with the Euro. Bond yield curves are inverting or dropping sharply. And oil is collapsing again, back below $100/barrel. What are these big moves telling us? We’ll explore. Plus, Amazon Prime Day is officially underway. But there doesn’t seem to be as big a deal as in the past. Does the company still want retail to be its loss leader? We’ll take a hard look. And, Bill Ackman’s SPAC couldn’t make a deal, so it’s giving back the money. Are there really zero opportunities in this market, or is the SPAC model flawed? 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.

“The slowdown that we need” 7/11/22 Jul 11, 2022

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Across the economy, we are starting to see signs of a slowdown – and that might not be a bad thing. We’ll explain why, and what that means for you & your money. Plus, we’ll hear from one analyst who says restaurants actually want a recession now. He’ll explain why, and give us some stocks to watch. And, we’ll look at all of the ways the Twitter/Elon Musk saga could. We’ll run through 8 possible outcomes that are on the table right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

372K jobs, Twitter Turmoil, and Mortgage Mania 7/8/22 Jul 08, 2022

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The U.S. economy added 372,000 jobs in June, bringing the overall total to more than 2.7 million since January. And separate data shows consumers are still spending. We’re definitely not in a recession right now, so what does that mean for markets? We’ll explore. Plus, Elon Musk’s deal to buy Twitter is reportedly in serious jeopardy. Is this the time the deal finally falls apart? And what happens to Twitter – and Tesla – shares if it does? We’ll debate. And with rates on rebound today, mortgage rates are set to hover around 6%. What does that all mean for housing? We’ll look at the stats, the story and the trades in three different parts of the sector. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Areas of opportunity, a crucial jobs report, and a commodity comeback? 7/7/22 Jul 07, 2022

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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.

“The Weirdest Economy That I’ve Ever Seen”, The Crypto Contagion, and a Contrarian Housing Call 7/6/22 Jul 06, 2022

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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.

Inflation vs. Recession, and Strong Dollar Trades 7/5/22 Jul 05, 2022

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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.

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