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The Exchange — Business
The Exchange

“The Exchange” on CNBC is a one-stop shop for the day’s top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC’s award-winning investigative work.

Copyright: © 2023 CNBC

Latest Episodes:

“Time Has Come”, AI 2.0 Trade, 3 Buys & a Bail: Turnaround Edition 8/23/24 Aug 23, 2024

Show notes

Fed Chair Powell is signaling that the Fed will cut rates next month, and while he stopped short of saying by how much, one of our guests is confident it’ll be by 50 basis points. Plus, Our strategist is bullish on what he calls AI 2.0 companies and brings us the names he says are in a sweet spot. And hopes of a turnaround helped Peloton rally toward its best day ever yesterday. Today, we’re looking at the turnaround trade in 3 Buys and a Bail.

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Underappreciated Small-Cap Trade, Consumers & Value, Peloton Turnaround Plan 8/22/24 Aug 22, 2024

Show notes

Our market guest is shifting gears to small-cap tech to find opportunity and joins us with the names she is watching. Plus, retailers are trying to offer consumers more value deals, but one in particular is doing it better, according to Bank of America. And Peloton is surging after posting its first sales increase in nine quarters, but will it be enough to turn things around?

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Dow 47,000 in Sight?, China & The Election, Historic Payrolls Revision 8/21/24 Aug 21, 2024

Show notes

The Dow could top 47,000 in the next 12-18 months, according to our strategist. He’s bullish in the long-term, but has three dividend darlings to weather the near-term volatility in the market. Plus, VP Harris’ running mate Gov. Walz is speaking tonight at the DNC. We’ll get a live report ahead of those remarks and look at one key area that the Democrats’ economic agenda doesn’t address. And payroll growth is being revised lower by the Labor Dept. We’ll tell you what it means for the economy, and why it could matter to the Fed.

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Hunting for Value, Stocks vs. Bonds, Housing Affordability 8/20/24 Aug 20, 2024

Show notes

Our market guest says the bulk of stocks are trading at reasonable or attractive valuations and joins us with the names to buy. Plus, our technician says the moves in stocks and bonds are becoming increasingly correlated, signaling one group is due for a pullback. And the so-called “conscience of capitalism” John Hope Bryant joins us to make the case for the 40-year mortgage as a way of making home ownership more accessible.

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Shifting Fed Narrative, DNC Kicks Off, Strong Foundation for Homebuilders? 8/19/24 Aug 19, 2024

Show notes

Three central bankers spoke out over the weekend, with all seemingly in favor of a September rate cut. Our strategist still sees three cuts this year and joins us with his read on the economy. Plus, the Democratic National Convention kicks off in Chicago today, and we have a live report from Chicago with what’s at stake and what a Harris presidency means for your money. And UBS sees the foundations for a homebuilder rally forming, despite the recent negative data. Their analyst will join us with the name he sees rallying 16% from here.

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Overlooked Market Risks, Harris’ Economic Plan, Classic Car Craze 8/16/24 Aug 16, 2024

Show notes

Stocks are on pace for their best week of the year, but one portfolio manager says investors are ignoring two very significant market risks. Plus, Vice President Harris is laying out her economic policies ahead of next week’s DNC. And Robert Frank is in Monterey, California, with a look at the $30B classic car market and the $400M test it faces this week.

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The Exchange 08/15/24 Aug 15, 2024

Show notes

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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September Rate Cut Split, REITs to Buy Now, and Consumer on the Cusp? 8/14/24 Aug 14, 2024

Show notes

July’s consumer inflation read not matching the tenor of the cooler wholesale inflation print. Our panel of experts discusses whether that means a 50 basis point rate cut at the next Fed meeting is off the table. But whatever track the Fed takes Morgan Stanley says rate cuts will help REITs both on a macro level and on a fundamental one. Their head of Global Listed Real Assets lays out the names to buy now. Plus, Mars agreeing to buy Kellanova in one of the biggest deals the industry has ever seen, Elliott Management readies a proxy fight against Southwest, and we preview Macy’s, Tapestry, and Alibaba earnings.

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Starbucks CEO Shake-up, Inflation in Check?, Middle East Tensions 8/13/24 Aug 13, 2024

Show notes

Starbucks shocking the business world today by ousting their CEO in favor of Chipotle’s chief executive Brian Niccol. We have Wall Street’s reaction, the bottom line for investors, and leadership lessons to take away. Plus, this morning’s wholesale inflation report came in lighter-than-expected, but is it enough to derail a rate hike from the Fed next month? And we’ll look at the price action in commodities as tensions in the Middle East ramp up.

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Value in Volatility, Consumer Spending Gauge, Not Too Late to Buy Nvidia? 8/12/24 Aug 12, 2024

Show notes

Markets are holding steady ahead of this week’s economic data, and our guest is looking at some names to find value in the market volatility. Plus, retail earnings ramp up with Home Depot results on deck tomorrow morning. We’ll speak with the analyst who forecast the slowdown in home renovations two years ago. And Nvidia is bouncing back from the recent sell-off. We’ll look at whether it’s too late to buy the stock.

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