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Latest Episodes:

From the Desk of Kelly Evans: The yield curve is actually steepening 3/17/22 Mar 17, 2022

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Kelly explains how the yield curve is signaling that inflation could keep running hot. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Countdown to Fed decision 3/16/22 Mar 16, 2022

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We’re just moments away from the latest Fed decision. The central bank is expected to raise rates by a quarter point, it’s first hike since December 2018. Some experts say it’s too late, with inflation running at 40-year highs. Others worry it’s moving too quickly as global war breaks out. We’ll bring you the decision once it breaks, and will cover all the angles you need to know in the meantime. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shaking off inflation, rate hike debate, and oil’s not well? Mar 15, 2022

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Rates are edging higher again today, but this time stocks are rising as well. It comes as a key inflation reading came in softer than expected, but still the biggest jump on record. We’ll explain what it means for you & your portfolio. Plus, the Fed is kicked off a two-day meeting, widely expected to raise rates by a quarter point tomorrow – the first hike since the pandemic began. We’ll look at the fallout. And, oil prices continue dropping as fears of a slowdown in China sink in, remaining below $100 per barrel. We’ll dive deeper into concerns for the energy market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Rates Rise, Oil Slides, and The China Connection Mar 14, 2022

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Nasdaq sliding as rates climb ahead of Wednesday’s Fed Meeting, we hear from one strategist who warned of a sell-off when the Fed began tightening about what he’s seeing now. Oil continuing its decline from last week as China’s Covid lockdown sparks demand concerns. How low prices could go and what that means for gas prices in the U.S. And sticking with China, just how cozy are they getting with Russia while also holding talks with NSA officials in Rome today? And what does that mean for international markets? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is the economy ready?, energy anxiety, and crackdown on China Mar 11, 2022

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Stocks are heading for their fifth straight down week, with a rate hike cycle set to start next week amid spiking inflation. Is the economy ready? We’ll ask the experts. Plus, crude soared to $130/barrel this week, highlighting our lack of alternative energy sources. So what can we do in the meantime to help consumers? We’ll explore. And, the SEC’s crackdown is crushing Chinese stocks. But is Covid also weighing on Chinese markets? We’ll speak with the man who runs the KWEB ETF at KraneShares. 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 not the supply chain, it's the labor market Mar 10, 2022

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Kelly explains why rising inflation is actually a good sign for the labor market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation nation, consumer crunch, and EVs’ opportunity Mar 10, 2022

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Stocks are falling today as inflation soars to the highest level in 40 years. We’ll tell you how to protect your portfolio. Plus, food & labor costs are soaring for restaurants. Are customers willing to pay up? We’ll ask the CEO of Portillo’s. And, with gas prices surging to record highs, EVs are looking more attractive than ever…if you can even get one 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.

Reason for the rally, crypto conundrum, and desperate times? Mar 09, 2022

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Stocks are surging, European markets are soaring and crypto is climbing as commodities take a breather. Is this just a countertrend consolidation day, or are we entering a new phase for the market? We’ll explore. Plus, bitcoin is jumping 10% after President Biden signed an EO on cryptocurrencies. We’ll look at why the industry is so excited about going ‘mainstream.’ And, with pump prices still soaring, President Biden is looking to Venezuela for some crude supply relief. But is that the right direction? 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.

A ban on Russian oil, the rate hike debate, and a cheaper iPhone Mar 08, 2022

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Crude is losing steam after President Biden officially announced a ban on Russian oil imports. We’ll look at why analysts still think prices will have to stay around these levels – or higher – for quite some time. Plus, the crisis in Ukraine is complicating matters for the Fed and it’s rate hike strategy. We’ll ask the man who called for 7 hikes this year if he’s sticking to that forecast. And, Apple is kicking off its latest product event, and we’re expecting a host of new gadgets – including a lower cost iPhone. 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.

Making sense of markets as crude climbs Mar 07, 2022

Show notes

The Dow dropped more than 700 points in earlier trading amid reports of more intense fighting in Ukraine. We’ll bring you the latest news and discuss how this all plays out for markets. Plus, crude oil has pulled back after hitting a 14-year high. Can U.S. drillers ramp up production fast enough to help keep prices down? We’ll explore all of it, especially as Bipartisan leaders have just reached a deal on a new bill that could ban Russian energy imports. 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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