The Exchange

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The Read on Rates, and No Pause, No Problem? 2/27/23 Feb 27, 2023

Show notes

Do rates actually matter to the stock matter anymore? One of our guests says “yes,” and that yields need to stop rising to trigger a new bull market.

But our own Michael Santoli says it doesn’t quite work like that. He’ll join us to explain why, and make his case.

Plus, why have markets and the economy held up so well in spite of these massive Fed hikes? David Zervos of Jefferies has a theory on that. Here’s a hint: it equals about 40% of GDP.

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Full Attack Mode?, Fed Fallout, and 3 Buys & A Bail: AI Edition! 2/24/23 Feb 24, 2023

Show notes

Inflation was trending lower…until today. So will the Fed now shift to full ‘attack mode?’ We’ll explore all the scenarios, and what they mean for markets & the economy.

Plus, what would ‘attack mode’ do to housing? New home sales just hit their highest level in nearly a year, but could the Fed kill that momentum? We’ll discuss.

And, Wall Street has been loving AI stocks lately. But how do you separate real promise from hype? We’ll look at some not-so-obvious ways to play AI technology.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

No more Doves, The China Divide & The Nat Gas Collapse 2/23/23 Feb 23, 2023

Show notes

It’s just hawks and more hawks at the Fed now…so how much higher will rates go? How fast will the Fed get there? And what does it mean for the markets? We’ll debate.

Plus, with the reopening underway, is now the time to invest in China? Foreign policy experts and investors disagree. We’ll speak to one long-time China watcher who really surprised us the last time he was on the show.

And, natural gas prices have plunged since September. We look at what’s driving the declines and when consumers could see lower heating bills.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Who’s backing Bullard?, “Money Illusion”, and Wings & Inflation 2/22/23 Feb 22, 2023

Show notes

St. Louis Fed President James Bullard just reiterated his call to hike rates north of 5% to beat inflation. How many other Fed officials agree? We’ll set you up for Fed minutes due out shortly, which could give us a clue.

Plus, one expert says high inflation is leading some companies to suffer from “money illusion”…and it’s one reason why layoffs haven’t hit just yet. We’ll look at what that means for markets.

And, shares of Wingstop are soaring nearly 10% after earnings. We’ll talk to the CEO about the disinflation he’s seeing. And we’ll also hear from the Travel + Leisure CEO about the high demand he’s still seeing, too.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the Desk of Kelly Evans: The stimulus is still happening 2/22/23 Feb 22, 2023

Show notes

Kelly explains why Covid-era stimulus spending is still effecting consumers & the economy today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

State of the Consumer, Bet on the Bulls, and Rates, Retail & Risk-On 2/21/23 Feb 21, 2023

Show notes

Walmart & Home Depot have both given disappointing outlooks for the year. Walmart’s CFO warns the consumer is “very pressured.” We’ll speak with an expert who says there will be no “landing” for the economy until there’s a hard landing.

Plus, why has none of this been bad news for the stock market today? We’ll speak with an expert who insists the 2023 rally can continue, despite today’s sell-off. He’ll answer some viewer questions, too.

And, it’s all about rates, retail and risk-on in a fresh edition of ‘Earnings Exchange.’ We’ll give you the action, the story and the trade in TJX Companies, Toll Brothers & Coinbase ahead of results.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

From the Desk of Kelly Evans: Do rates need to go much (much) higher? 2/21/23 Feb 21, 2023

Show notes

Kelly explains why the recent market rally shouldn’t be taken lightly. 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: The long, long wait for recession 2/17/23 Feb 17, 2023

Show notes

Kelly explains why just because it’s taking a while, doesn’t mean a recession is off the table. 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: What is the CPI report telling us? 2/17/23 Feb 17, 2023

Show notes

Kelly digs into the details of the latest inflation report. 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: Why haven't there been more blowups? 2/17/23 Feb 17, 2023

Show notes

Kelly highlights how data continues to hold up relatively well, despite the Fed’s massive tightening strategy. 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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