The Exchange

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From the Desk of Kelly Evans: The market's "mushy middle" Apr 05, 2022

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Kelly explains why this trading environment is unlike anything we’ve seen in the 21st century. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Twitter’s biggest shareholder, “playing with fire” and Financials & The Fed 4/4/22 Apr 04, 2022

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Elon Musk has become Twitter’s biggest shareholder, disclosing a 9% stake worth nearly $3 billion. We’ll speak with one analyst who says the upcoming midterm elections make now the perfect time for Musk to buy in. Plus, Cathie Wood says the Fed is playing with fire, calling it a mistake to raise rates as yield curves invert. Larry Lindsey joins to argue against that logic. And, are these the best or the worst of times for financial stocks? And should you bet on traditional banks or fintech stocks right now? 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.

431,000 jobs, “absurd” recession fears?, and 3 Buys & A Bail 4/1/22 Apr 01, 2022

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The U.S. added 431,000 jobs in March, with the unemployment rate falling to a pandemic-era low of 3.6%. Is the economy on strong footing as the Federal Reserve begins a new rate hiking cycle? We’ll debate. Plus, we’ll speak with one expert who says it’s “absurd” to think raising rates will cause a recession right now. And, we’ll bring you 3 stock picks to consider before earnings season kicks off again in “3 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.

From the Desk of Kelly Evans: How we did NOT get here 4/01/22 Apr 01, 2022

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Kelly explains why the Fed may need to get even more hawkish 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.

From the Desk of Kelly Evans: The Street is getting more anxious about the Fed 3/31/22 Mar 31, 2022

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Kelly explains why the Fed might still be too far behind the curve. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biden’s energy plan, and a recession indicator? 3/31/22 Mar 31, 2022

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President Biden is expected to speak just minutes from now, as he’s set to order a huge release of oil from our strategic reserves. Could gasoline rebates be next? And would any of this actually help bring pump prices down? We’ll explore all the angles. Plus, we’ll take a hard look at whether or not the Fed can bring down inflation without sparking an economic downturn, ahead of another key jobs report tomorrow. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trouble with the curve, a bitcoin whale, and Apple on a roll 3/30/22 Mar 30, 2022

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Stocks are slightly lower, putting their 4-day winning streak in jeopardy today. And while bond yields are reversing higher, there’s technically no inversion of the 2-YR / 10YR spread just yet. We’ll have all the latest details. Plus, there’s still plenty of optimism for crypto, with bitcoin’s price up 10% this week. But is one big whale behind the huge jump? We’ll explore. And, Apple is riding an 11-session winning streak, its longest since 2003. Could investors finally see it close about the $3 trillion mark? 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 Fed’s next move, a market winning streak & supply shock benefactors 3/29/22 Mar 29, 2022

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Just how aggressive is the Fed going to get? We’ll speak with an analyst who expects at least 2 half-point rate hikes in the months ahead. Plus, stocks are continuing their winning streak today, even as yield curves begin to invert. We’ll bring you the latest moves as they happen. And, the U.S. is stepping up with billions of cubic meters of nat gas as Europe looks to remove Russian supply. We’ve got a list of U.S. companies that could benefit. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond bust, new wealth tax, and state of the unions 3/28/22 Mar 28, 2022

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It’s been an ugly quarter for bonds, as the 5-year and 30-year yields have inverted for the first time since 2006. What is the bond market telling us? What do they – and don’t they – know? We’ll take a hard look at how investors should react here. Plus, President Biden just unveiled his $6 trillion budget plan, including a new 20% minimum tax on households worth $100 million+. But can it actually pass? We’ll debate. And, if workers have so much leverage right now, why is unionization seeing such a big resurgence? We’ll explore all the angles of this labor market conundrum. 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: It's getting ugly out there for bonds 3/28/22 Mar 28, 2022

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Kelly makes sense of nastiness in the bond market. 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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