The Exchange

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A quarter to forget, economists slash GDP forecasts again, social distancing working?, and air travel plummets Mar 31, 2020

Show notes

The Dow is set to close out its worst first quarter ever. What can investors expect as we head into Q2 and beyond? We’ll ask.

A number of firms are slashing their second quarter GDP forecasts even further. We ask J.P. Morgan’s Chief Economist why he just dropped his estimate by an extra 11%, and what it means.

Plus, new data from Kinsa shows that fevers – a leading indicator of COVID-19 infections – are dropping across the country as social distancing measures take effect.

And, some eye-popping numbers from the TSA show Americans are taking sheltering in place seriously. We’ll explain.

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50 million Job Losses Ahead?, Oil Plunges, Promising Vaccine News, and the Fed’s unintended Mortgage Mess. Mar 30, 2020

Show notes

New data from the Federal Reserve suggests the coronavirus could lead to nearly 50 million job losses and an unemployment rate of 32%. We look at the potential fallout for the markets and the economy.

Oil drops below $20 a barrel overnight. This as world demand is forecasted to plunge 20% from last year. Are bankruptcies inevitable at this point? We’ll ask.

Plus, shares of Johnson & Johnson higher on news that the company could have a vaccine ready in record time. Abbott Labs announcing some positive news of its own. We get you caught up with all the latest drug headlines.

And, the Fed’s effort to help the mortgage market could end up having the opposite effect. We’ll tell you why.

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Stocks Tumble, House Passes Historic Stimulus, and College Chaos. Mar 27, 2020

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The House passes the $2 trillion relief package. We look at what’s in it for small businesses…who’s eligible, how much they would get, and the kinds of strings attached.

Plus, Vice President Pence says market fundamentals are strong but are they strong enough to get us bouncing back? We debate.

And…the college admission process has been turned on its head as students are forced off campus, sports are canceled and the future of international students is in doubt. We look at the ripple effect that’s having.

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Jobless Claims soar, a new Covid-19 test, and a new threat to malls. Mar 26, 2020

Show notes

Jobless claims jump nearly fivefold from the record set in 1982, and Fed Chair Jay Powell says “The Fed is not out of ammunition.” We look at what that all means for the markets and the economy.

Plus, a new test is making its way to the U.S. that can not only detect Covid-19 but also 20 other infections with similar symptoms. The CEO of the company that makes it joins us next.

And, more and more restaurants telling their landlords they won’t be able to pay the rent come April 1st. A look at the impact that could have on already struggling malls.

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A Stimulus Rally, Cracks in the Real Estate Market, and Big Bullish Calls. Mar 25, 2020

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Stocks are taking off as a historic stimulus bill gets closer to being the law of the land. We have the latest on where things stand and what’s actually in the bill.

Plus, the real estate market is showing cracks already and the new stimulus bill could turn the residential mortgage market upside down. We’ll tell you why.

And, from chocolate to cheese to fries… some bullish sentiment on Wall Street on some consumer names. We’ll tell you who they are.

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A Massive Rally, Electronic Home Closings, and a 30% Drop in Q2 GDP? Mar 24, 2020

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A massive rally on Wall Street on hopes for a stimulus plan but can this rally be trusted? We look at where you can find safety in the markets amid the volatility.

Plus, Morgan Stanley sees a 30% drop in second quarter GDP. The Bank’s Chief U.S. economist tells us why and what else we should be bracing for.

And, social distancing is taking a toll on the housing market with thousands of refis and home sales in jeopardy. To work around this, some senators have introduced a bill that would make closings electronic. We have the details.

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Larry Kudlow bets on America, could oil go negative?, and some bullish calls amid the downturn. Mar 23, 2020

Show notes

Larry Kudlow says the government will do whatever it takes to keep the economy going. What he’s suggesting and why he says you should stay in the market.

Plus, one oil veteran says he wouldn’t be surprised to see crude oil go negative. Is he right? We debate.

And, some analysts are seeing buying opportunities in the wake of the market plunge. We’ll tell what stocks they are bullish on.

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The rally that won’t hold, the politics get harder, small caps – big hits, some companies are hiring, and Senator Kelly Loeffler defends her stock sales. Mar 20, 2020

Show notes

The economic outlook gets weaker – just how low will we go? Will part three of Washington’s coronavirus bill stand a chance?

A deep dive into the downturn in small caps with the Jefferies lead portfolio manager. Senator Kelly Loeffler of Georgia defends the stock sales that’s drawing all the wrong kind of attention.

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Recession Forecasts, Oil Rebounds, and no bottom in sight for airlines. Mar 19, 2020

Show notes

JPMorgan forecasting a big recession ahead. We’ll talk to the bank’s chief economist about just how bad he thinks it’s going to get.

Plus, Oil rebounding today after plunging to its lowest level since 2002. We look at where the price of oil could go from here.

And, American Airlines CEO Doug Parker says this is the worst crisis he’s ever seen and a federal aid package will only go so far. We have the details.

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Exceptional Buying Opportunity?, Boeing’s Worst Month Ever, and Casino Crushed as Vegas Shuts Down. Mar 18, 2020

Show notes

Legendary investor Bill Miller says there have been 4 great stock market buying opportunities in his lifetime. This is the 5th one, and he tells us what areas of the market look particularly attractive right now.

Plus, Boeing is on pace for its worst month ever and asking for $60 Billion in federal aid. We have the latest and what it all means for Boeing’s future.

And, Casinos lower again after the Nevada Governor ordered a 30-Day state-wide shutdown. We look at what that will do to Casino operators’ bottom line.

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