The Exchange

Latest Episodes:

All about Apple, the recession obsession, and how high can it go? 6/6/22 Jun 06, 2022

Show notes

Apple’s WWDC event is underway, as investors look for anything that can turn shares of the stock around. We’ll bring you live updates as they happen. Plus, stocks are losing most of their gains of the day as they try to rebound from last week’s slide. Are the markets still too volatile to jump in right now? We’ll debate. And, crude oil is nearing $120/barrel, as gasoline prices surge to record highs. How much higher will energy prices go, and should consumers expect more pain ahead? We’ll explore. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

390K jobs, the Fed’s next move, and “Goldilocks” stocks 06/03/022 Jun 03, 2022

Show notes

We just got another blockbuster jobs report, as the economy added 390,000 jobs in May amid more folks entering the workforce. Average hourly earnings also rose 5% from last year, with no signs of a slowdown. So does the Fed have to get even more aggressive? Cleveland Fed President Loretta Mester joins us with her take on the numbers, and what they mean for the pace of rate hikes. Plus, as the Fed tries to engineer a “Goldilocks” economy, we’ll talk with an expert searching for Goldilocks stocks – not too expensive, but not falling knives either. We’ll get her picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The #1 Priority, an oversold bounce?, and software, soft pants & soft couches 6/2/22 Jun 02, 2022

Show notes

The Fed is squarely focused on inflation, with Vice Chair Lael Brainard saying bringing it down is now the number one priority. But can the market weather a more hawkish Fed this year? And what does it all mean for the economy and labor market? We’ll discuss. Plus, stocks are turning higher after a brief bout of selling. Is this just an oversold bounce, or could stocks prove to be a haven in these inflationary times? We’ll debate. And, we’ll bring you the action, the story and the trade in Asana, Lululemon and RH 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.

From the Desk of Kelly Evans: Let the great QT begin 6/1/22 Jun 01, 2022

Show notes

Kelly explains why the Fed has a tricky road ahead to navigate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed’s shrinking balance sheet, a mortgage meltdown, and dogs, devices & data 6/1/22 Jun 01, 2022

Show notes

The Federal Reserve has officially begun the process of balance sheet runoff, starting with $47.5 billion one month from now. But even Chair Jerome Powell doesn’t seem sure of what the impact of this additional tightening will be. We’ll tell you all you need to know. Plus, new data shows mortgage demand has fallen to a 4-year low. Prices are still rising for now, but what if rates spike even further? We’ll explore. And, we’ll give you the action, the story and the trade in Chewy.com, GameStop and Public Storage 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.

Biden Meets with Powell, from “TINA” to “TARA,” and is the Consumer Confident? 5/31/22 May 31, 2022

Show notes

President Biden meets with Fed Chair Powell for the fourth time since he took office to discuss how to tamp down inflation--this after the President laid out his plan to fight rising costs in an op-ed over the long weekend, which includes not meddling with the Fed. But what can actually be accomplished? We discuss. Forget the “TINA” trade, the new kid on the block is “TARA,” according to one strategist. Why he says there ARE alternatives to stocks out there and where he’s buying. Plus, the CEO of the Conference Board joins us on the heels of May’s Consumer Confidence print—we dig into the softening spending outlook and the surprising areas where Americans are cutting back. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the Desk of Kelly Evans: Inflation gets political 5/31/22 May 31, 2022

Show notes

Kelly explains why the inflation situation is at a serious crossroads. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Value Man”’s Mid-Term Picks, The Stealthy EM Rally, and the Mall Name to Own 5/27/22 May 27, 2022

Show notes

“Value Man” tells us the names he’s picking to weather both inflation AND a recession—and what’s behind his new nickname. And while the US markets were busy selling off, Latin American markets were busy posting gains, but is there more room to run? Plus a retail edition of three buys and a bail and our trader has the case for why you might want to own one of the mall names. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dow on a winning streak, rockin’ retail, and a housing slowdown 5/26/22 May 26, 2022

Show notes

Stocks are higher again today, a fifth-straight positive session for the Dow as it tries to stop an 8-week skid. We’ll look at what it tells us about the Fed and the market’s next move. Plus, retail is rallying hard today, with most of the S&P 500’s biggest gainers being consumer names. Did the markets overreact to Walmart & Target results? We’ll explore. And, while the retail picture is mixed, the housing picture is very clear. The real estate market is slowing fast, as low inventories and high prices persist. We’ll get the latest on the state of housing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Housing slump, retail rebound, and soaring energy prices 5/25/22 May 25, 2022

Show notes

Investors are still reeling from yesterday’s new home sales miss, as new data shows mortgage applications continue to decline as well. Could the housing slump lead the Fed to slow the pace of rate hikes? We’ll speak with an expert who says a hike-point hike now looks dicey. Plus, retail is rebounding today, and the back of solid results from Nordstrom and upbeat guidance from Dick’s Sporting goods. Was last week’s rout overdone? We’ll debate. And, natural gas and gasoline prices continue to surge, heading higher ahead of the holiday weekend. We’ll explore what it means for the economy and investors. 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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