The Exchange

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Stimulus Progress, Restaurant & Retail Pain, and a potential Coronavirus Breakthrough. Mar 17, 2020

Show notes

Another whipsaw day for Wall Street with the Dow soaring as the Fed and the White House step in to calm investors. Is it enough to keep the economy going and spark a turnaround for the markets? We discuss.

Plus, “it will get worse”, that’s what one of our guests is saying about the retailers. From the stocks best and worst positioned to the retail credit crunch, we’ll have more on the fallout for the sector.

And, Regeneron says it aims to have a potential Covid-19 drug ready for clinical trials by early summer and it’s not the only Biotech company working on ways to fight the pandemic.

We’ll talk to Johnson and Johnson’s chief of research about what his company is doing.

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Markets in Turmoil, Retailers closing stores, and Netflix may not be Coronavirus-proof. Mar 16, 2020

Show notes

Stocks sinking again as action from central banks around the world fails to re-establish investor confidence. So did the Fed not do enough or was it not the right kind of help? We debate.

Major retailers are closing stores and reducing hours, putting more pressure on an already stressed sector. We look at who’s shutting down and who could end up shutting down for good.

Plus, Netflix may not be as coronavirus-proof as you may think. We’ll tell you why.

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A Market Rally, What Washington Needs to Do About Coronavirus, and the Housing Market Hit Mar 13, 2020

Show notes

Stocks rallying after central banks around the world injected liquidity into the financial systems, is this the boost markets need to stabilize? We discuss.

A former IMF official lays out his plans to boost the economy.

And homebuilding stocks fall as rates go lower, but that’s not the only risk to the housing. Coronavirus has already impacted the market…we get a read across the country.

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Liquidity concerns, airlines get crushed, and no pandemic playbook. Mar 12, 2020

Show notes

The Fed announcing a bond buying program as the scramble for cash intensifies and liquidity concerns throw global bond markets into turmoil. We look at the Fed’s big move and the impact it could have on the markets.

Plus, airline stocks getting crushed following the President’s European travel ban. We speak to a guest who says the pandemic could serve as a liquidity stress test for the sector.

And a growing list of sports leagues suspending games or banning fans. We look at just how big the financial fallout could be.

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Stimulus Proposals, Bank Executives at the White House, and Oil Patch Bankruptcy Worries. Mar 11, 2020

Show notes

More confusion and mixed messages from Washington on whether Coronavirus relief is coming.

We look at the various proposals being floated and what kind of difference they would actually make.

Plus, bank executives are being called to the White House but what does the administration hope to get out of the meeting?

And with oil sharply lower, worries about bankruptcies in the oil patch continue. We check in with one guest who says he has some idea of how this might play out across the industry.

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A Wild Ride on Wall Street, Why Investors Could be in for Months of Pain, and Four Cancelled Conventions Could Spell Disaster for Illinois Mar 10, 2020

Show notes

The Dow swinging 1100 points throughout the session after President Trump said he was prepared to announce ‘dramatic’ actions to stimulate the economy, but it’s come to light there’s not quite a solid plan in place yet. What’s actually on the table in Washington.

A top strategist says investors could be in for a months-long negative market event, and it could change how pension funds invest for the long-term.

And Chicago is home to the biggest convention center in the western hemisphere, but coronavirus fears have led to the cancellation of four major events in the past few weeks, costing the city hundreds of thousands of dollars. We’ll tell you how the Windy City is going to handle that hit.

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A Historic Day on Wall Street, Oil Prices Plunge, and Record Lows for Yields. Mar 09, 2020

Show notes

Turmoil on Wall Street with the Dow down more than 2000 points at the low and market-wide circuit breakers being triggered to stem some of the selling. From the NYSE to the CME and the NASDAQ, we follow all the biggest moves.

Plus, as an oil price war breaks out between Saudi Arabia and Russia, we’ll look at where oil goes from here, the impact on energy producers, and the geopolitical ramifications.

And a former Fed board member on what bullets the Central Bank still has left.

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A Wild Week on Wall Street, Getting to the Front of the Supply Chain Line, And Did the Fed Get it Right? Mar 06, 2020

Show notes

Another sell-off on Wall Street, with the 10-year touching fresh lows. What it means for the markets and why this is not a repeat of the financial crisis.

The drastic steps some retailers are taking to get to the front of the supply chain line now that factories in China are back up and running.

And a top market strategist says the Fed doesn’t stop floods, nor does it cure diseases, but it did the right thing this week. He explains why.

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Another Market Sell-off, another record low for the 10-year, Southwest Airlines’ CEO on Coronavirus, and panic buying at the grocer. Mar 05, 2020

Show notes

Wall Street once again in sell-off mode. This as the 10 year hits a new record low. From financials to energy, we look at all the major moves and whether there are some good opportunities right now.

Southwest Airlines expects the coronavirus outbreak will cost it up to $300 million this quarter. CEO Gary Kelly joins us with more on the fallout and how the carrier is mitigating risk.

Plus, as people stockpile products, grocery store shelves nationwide are getting more and more empty. We talk to the CEO of Southeastern Grocers about how they keep shelves stocked and prevent panic buying.

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Stocks rally, Airlines Grounded, Rushing to Refi, and Bloomberg bets on Biden. Mar 04, 2020

Show notes

Stocks rallying…we look under the hood of this rally to see what’s driving it and if it can last as yields continue to fall.

The historic drop in rates has homeowners rushing to refi. We’ll tell you how low rates could go and how high that might push home prices.

Airline CEOs get summoned to the White House to address the Coronavirus crisis but what exactly does the administration hope to accomplish with this meeting?

Plus, Mike Bloomberg suspends his presidential bid and bets on Biden to defeat the President. A look at what he will- and can do-with his billions to accomplish that goal.

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