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From the Desk of Kelly Evans: Nobody's happy with $130 oil Mar 07, 2022

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Kelly explains why pretty much everyone would be happier with a much lower price of crude oil. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Conversations with Kelly Evans: Hiking the Hike Forecasts, Dealing with Inflation, and the Stimulus Divide Mar 07, 2022

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Kelly sits down with Julia Coronado of Macropolicy Perspectives to discuss upping her rate hike forecast, how she expects the Fed to respond to both inflation and the Ukraine crisis right now, and the difference between fiscal and monetary stimulus. Kelly and Julia also dig into the pros and cons of being an economist at different types of institutions--given her experiences at a large bank, a hedge fund, and now as an independent consultant. And be sure to stick around to hear about the current academic research that has Julia the most excited. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Russia fears sink stocks, the cost of “freedom” and the Fed’s next move Mar 04, 2022

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Stocks have been in the red all day after Russian troops occupied a nuclear power plant in Ukraine. But despite appearances, we’ll speak with an expert who says the war is actually helping Putin’s popularity at home. Plus, could the world survive without Russia’s oil supply? We’ll hear from an analyst who says $200/barrel is the price of that “freedom.” And, the economy added 678,000 jobs in February. We’ll dive into the data and what it means for the Fed’s next move. 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: All the wrong stuff is happening Mar 04, 2022

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Kelly explains why the opposite of what the Fed is trying to achieve right now keeps occurring. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Staying on track?, and charging up Mar 03, 2022

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Stocks are losing steam as Vladimir Putin says Russia’s military operation in Ukraine is “going according to plan.” And Fed Chair Powell is wrapping up his second day before congress by warning it’s too soon to tell if Ukraine will affect it’s hiking plans. We’ll bring you the latest. Plus, could climbing crude prices help accelerate the consumer push into EVs? We’ll ask the CEO of ChargePoint. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Full speed ahead?, crude’s climb and business backs away Mar 02, 2022

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Fed Chair Powell says he still backs a rate hike at its next meeting in two weeks, and the markets are shrugging it off. We’ll look at what else Powell told Congress today, and why that hasn’t derailed the averages. Plus, WTI crude has topped $112 per barrel for the first time in over a decade. We’ll look at how we got here, and if it’s sustainable. And, we’ll take a hard look at all the actions U.S. companies are taking to avoid doing business with Russia right now, and what it means for business. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets sell off amid Ukraine fears Mar 01, 2022

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It’s an ugly picture playing out in the markets today, as concerns grow over the future of Ukraine. The Dow is falling about 2%, while bank stocks are sinking due to plunging bond yields. We’ve got all the angles covered, and will bring you the latest details as they develop. 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 and the State of the Union Mar 01, 2022

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Kelly explains why the fight against inflation could leave even bigger economic scars than imagined. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Conversations with Kelly Evans: How Do We Get Out of the Inflation Mess? Mar 01, 2022

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With just two weeks until the Fed’s rate decision, Kelly sits down with JPMorgan’s Chief U.S. Economist Mike Feroli to discuss whether 3% inflation is really a bad thing, where inflationary pressures are now coming from, the crucial economic data to watch, and how the Ukraine invasion could impact the Fed’s timeline. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks slip, SWIFT action, and energy anxiety Feb 28, 2022

Show notes

Stocks are falling but well off the lows of the day, as traders say the drop in real yields is making growth stocks attractive again. We’ll tell you how to react. Plus, the U.S. & EU continue to tighten sanctions on Russia despite peace talks being held today. We’ll look at the fallout from forcing Russian banks off of SWIFT. And, we’ll speak with the head of a top Nat Gas producer about potential supply disruptions if the conflict in Ukraine continues to drag on. 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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