Power Lunch

Nomura’s senior economist makes the case for a 100-basis point rate hike by the Fed tomorrow. Plus, Norwegian cruise lines is upgraded to buy. Why the analyst behind the call says Norwegian has an advantage over its rivals. And, Jay Leno’s conversation with Elon Musk. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Yields surge ahead of the Fed meeting Wednesday. We’ll break down the impact on different corners of the economy and the market. Plus, the housing trade as the 30-year mortgage rate hits 6.42%. From the builders to lenders to apartment REITs, are some of these beaten down stocks about to turnaround? And the best ‘defensive’ plays in a rising rate environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FedEx’s CEO says he expects the economy to enter a worldwide recession. As investors grow concerned about the health of the economy, are bonds finally a credible alternative to stocks? Plus, the CEO of Blink Charging on the growth of the EV charging industry. And, trading the week’s winners and losers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will the Fed’s aggressive rate hiking strategy cause the economy to crack? s====Plus, a market veteran says this is the most confusing market she’s ever seen but there’s a strategy to get investors through the uncertainty. And, is this the beginning of the end of work from home? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From mega cap tech to chips to cloud stocks, which will rebound after yesterday’s rout and which have more to fall? Plus, as mortgage rates spike should you demo the reno trade? And Momentum vs. Low Volatility ETFs. Which works better in an uncertain market? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The rout on Wall Street intensifies. The Dow falls more than 1,000 points in afternoon trading following the hotter than expected consumer inflation report. This hour, we break down what it means for the market, consumer-related stocks, tech names and the market technicals. Plus, Morgan Stanley’s Co-President in his first ever tv interview. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk and Cathie Wood warn of the risk of deflation. Is deflation now a bigger long term threat to the economy than inflation? Plus, utilities hit a 52-week high but is the sector facing a new set of challenges? And, we’ll talk to the analyst who says sell shares of Roblox. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Is inflation about to collapse? That’s the call from a long-time market watcher. He joins us to explain. Plus, the three things to look for to determine whether the market is bottoming. And, the battle of big oil majors. Is Exxon or Chevron the better buy? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest dev elopments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple unveils the iPhone 14, Apple Watch Ultra and new AirPods. What the new products could mean for the stock. And with the dollar index at a two decade high, a top technician tells us which mega-cap tech name stands to benefit. Plus, three low volatility stocks that have potential to outperform. That’s today’s three stock lunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest dev elopments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dow erases a post-jobs 370-point gain as stocks head for their third straight weekly decline. Energy in focus after Russia’s Gazprom shuts its European gas pipeline indefinitely escalating the energy war with the West. We track the biggest movers of the hour as market sentiment takes a big shift. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The U.S. is restricting Nvidia from selling certain chips in China, further pressuring a sector that’s already feeling the heat. Plus, a top oil strategist warns that crude inventories in the U.S. are dangerously low. And shares of Okta plunge more than 30%. Is it a buy on the pullback? Find out in three-stock lunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The head of the Port of Savannah tells us whether the shipping bottlenecks are easing and what that might mean for inflation in the months ahead. Plus, the head of Redfin says the housing market is rapidly slowing and tells us which real estate markets are cooling the most. And, what’s driving the dive in Bed Bath & Beyond shares. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Crude falls on inflation concerns. What’s the next stop for oil as it bumps up against its 50-day moving average? Plus, tech has been getting hit hard but a top strategist says the sector is still too pricey to buy. And, why our trader says Twitter is worth a look. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Stay Fully Invested”. That’s advice of a veteran strategist who’s finding opportunity amid the turbulence. He shares some of his under-the-radar plays for the longer term. And, the beaten down chip stocks that a top analyst says are buys. Plus, we’re trading three blue chip stocks most loved by Wall Street in today’s three-stock lunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The sell-off intensifies this afternoon after Fed Chair Powell said the economy would likely endure some pain in its fight against inflation. Our market pros tell you what’s next for the Fed, how to protect your investments and which high dividend payers are worth owning. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

St. Louis Fed President James Bullard makes the case for front-loading interest rates. Steve Liesman speaks to him ahead of Fed Chair Powell’s speech tomorrow. Plus, if you’re looking to protect your portfolio against inflation and a recession, our market pro will tell you which names he’s buying. And the Oklahoma Governor tells us how he plans to develop a tech hub in the heartland. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest dev elopments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq has fallen 4 of the past 5 sessions after a big rally from the June lows. What’s next for tech. Plus a warning for the market bulls. What they might be missing. And companies start to take their manufacturing out of China. What it could mean for that economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks head lower and the Nasdaq leads the way down. Is tech’s big summer rally over? Plus: the big split in the energy market. Oil falls back below $90 a barrel, but nat gas rallies to 14-year highs. And the incredible shrinking department store. If everybody’s shopping online, why do they even still exist? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest dev elopments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest dev elopments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed releases the minutes of its last meeting. We have market reaction, analysis and any hints about the size of future rate cuts. Plus, Musk’s joke, Bed Bath & Beyond’s surge and Wall Street gets even more bullish on Apple. And, the trade on three stocks that reclaimed their long-term positive trend. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple and Microsoft make up more than 13% of the S&P’s market cap. Is there a danger in that much concentration at the top? Plus, Goldman Sachs’ Jeff Currie tells us why the recent dip in oil prices won’t last. And peak jobs? The CEO of ZipRecruiter on why hiring is starting to cool. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart and Target report earnings this week. Which company has a better handle on inventory and margins? The bull case for both. Plus, oil prices drop on weak data out of China. Is this the start of a steeper decline? And, the rise of the anti-ESG movement. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech stocks making a comeback. The sector rallying 20% off the June lows with Amazon, Netflix and Apple all up more than 30 percent. Our market pro has a list of stocks to own over the short, medium and longer terms. Plus, what a bottle of bourbon is telling us about inflation. And we’ll talk to the analyst behind the $1 price target on Bed Bath & Beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Companies are hiking prices at a rapid pace. But once they go up, it may take a long time for them to come down. Plus, the CEO of ON Semi. He’ll explain his investment plans and how he’s navigating the slowdown in the sector. And, gas prices fall below $4 a gallon but for how long? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks are rallying, as investors cheer the lighter-than-expected inflation report. We’ll break down where prices are decelerating, and if it’s time for a new investment strategy. Plus, did July mark the bottom in housing? We’ll bring you a Power Call on the sector, and the names that could lead the group out of its slump. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What the big run-up in meme stocks says about market sentiment. Plus, the CEO of Valley Bank on whether he’s seeing signs of recession. And the high short interest stock that our trader says is a buy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Senate passes a major economic bill which could have a huge impact on companies in many sectors. We look at EVs, solar and health care for potential winners. Plus Nvidia cuts its revenue guidance on weakness in gaming. We have the fallout in the chip sector. And Top Gun: Maverick passes Titanic at the box office, but there’s a catch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The jobs report blowing away Wall Street’s expectations. Renewing fears the economy could be running too hot. Former New Orleans Mayor Marc Morial weighs in. Plus, Yales’s Jeffrey Sonnenfeld says the demise of Russia’s economy could be imminent, and breaks down the biggest myths about the energy superpower. And, our Power House Road Trip comes to an end. We arrive in Los Angeles to where homes still have massive price tags. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ahead of the big July jobs report we hear from the CEOs of Adidas and Ethan Allen about the state of the economy. There were big expectations for the summer travel season, but so far earnings from travel companies haven’t lived up to the hype. Why not? Plus, 50 days of falling gas prices. How much lower could gas prices go? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed officials warn the markets rates will be higher for longer. News from Moderna and Alnylam lifts biotech, could the sector be ready for a longer-term bounce? And a dire warning for Beyond Meat: cut costs now or face bankruptcy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China reacts harshly to Speaker Nancy Pelosi’s visit to Taiwan. We look at the market reaction. Plus Congress finally passes the CHIPS act. Will it help semiconductor manufacturers in the US? And Chesapeake Energy is up 40% this year. We’ll hear from an analyst who says the stock is still a top pick. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The state of the economy is crucial to every public company. But there are so many conflicting signals. We listen to what CEOs are saying, seeing what Big Tech companies reported and following the big money to find the real state of the economy. Plus, with tech valuations hit hard, could heavyweights like Microsoft, Amazon and Google be ready to go on a buying binge. And David Einhorn thinks Twitter has the upper hand in its legal battle with Elon Musk and he’s putting his money on it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The big tech stocks worth owning as the growth trade picks up momentum. Plus, why community banks could be the big beneficiaries of the Fed’s rate hike campaign. And, our Power House Road Trip goes to Boise where the hot pandemic housing market is quickly cooling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden and Treasury Secretary Janet Yellen have a message for the market: “we’re not in a recession”. Our experts tell us if Wall Street and Main Street agree. Plus, The CEO of mall REIT Kimco Realty shares his view of the economy. And, what an economic slowdown could mean for Apple. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed hikes rates by 75-basis points to fight inflation. Stocks didn’t move much when the statement was released but when Chairman Powell also said the central bank could slow the pace of hiking at some point, stocks took off. An all-star panel of experts offered their analysis of the decision and Former Fed Governor Frederic Mishkin weighed in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What WalMart, McDonald’s and GM are saying about the consumer. A new picture is emerging on spending and demand and that’s creating new opportunities for investors. Plus, home builders are boosting incentives to sell more homes. We’ll speak to a top analyst who says they’re a buy. And the Liberty Energy CEO on his strong quarter and the demand-supply imbalance. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big week for investors. From a likely rate hike to a third of the S&P reporting earnings, we have a playbook to help you navigate the deluge of data. Plus, dividends are on pace to set a record this year but are all of the payouts sustainable? And the mega cap tech name you may want to sell into earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Snap shares tumble after it paints a grim picture of the digital ad market. What does the future hold for the industry? And which company will come out a winner? Plus, a market veteran says the bears are making him bullish and the S&P is set to rally 14% into year end. And our Power House Road Trip heads to Austin where the once-hot market is cooling. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A fresh batch of economic data points to a slowdown. CEOs are scaling back on hiring. Is it a smart management decision or an overreaction if the economy bounces back quickly? Plus, a report from Frankfurt on Germany’s power plan. And the CEO of Huntington Bancshares on loan growth and the impact of higher rates on his business. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The rally on Wall Street gains momentum this afternoon as traders bet the market may have found a bottom. Plus, King dollar is becoming the king of all problems this earnings season. The stocks to buy as the strengthening greenback eats into profits for the major multinationals. And, why Netflix’s future could be determined by its quarterly results after the bell. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple shares fell midday on a report that it plans to slow hiring. Plus, are Boeing shares a buy? The company lands a big order from Delta. A top analyst tells us whether sentiment is starting to shift. And the CEO of Riot Blockchain on the company’s decision to shut down mining operations to support the power grid in Texas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CNBC’s Tyler Mathisen, Melissa Lee and Kelly Evans take you through the heart of the business day bringing you the latest developments and instant analysis on the stocks and stories driving the day’s agenda. “Power Lunch” delves into the economy, markets, politics, real estate, media, technology and more. The show sits at the intersection of power and money. “Power Lunch” gives viewers a full plate of CNBC’s award-winning business news coverage, plus a healthy dose of personality from the show’s anchors and the network’s top-notch roster of reporters and digital journalists. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The odds are rising that the Fed will hike rates by one percentage-point at its next meeting. Atlanta Fed President Raphael Bostic said everything is on the table. Plus, will oil prices spike before pulling back? And trading the strong dollar. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation in America. Households are feeling it. Business owners are worried about it. A top market strategist shares her gameplan for investors. Plus, is it too risky to invest in China? And, are shares of the Gap so beaten down that they’re a buy? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.