Power Lunch

Wall Street rallies after the S&P’s worst week in two years. But Wall Street economists are upping their recession odds. Kelly & Tyler ask a Wall Street pro how to invest in a slowing environment. Plus, a top semi analyst cuts his price targets for chip stocks across the board. And, will other consumer conglomerates follow Kellogg’s lead and split up? 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 Dow breaks 30k as recession fears deepen. James Grant talks to Kelly & Tyler about the end of easy money and what it means for the markets. Plus, a chartist explains the key levels to watch on the Dow and the ETF that’s signaling a bounce. And, stocks that perform well during a slowdown. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve hiked rates by 75-basis points. That’s the first time the central bank has done that in 28 years. We have the decision, analysis and instant market reaction. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

24 hours away from the Fed decision. A growing number of economists are calling for a 75-basis point hike, including JP Morgan’s Mike Feroli. Kelly & Tyler ask him to make the case. Plus, financial stocks should do well when rates rise. So why aren’t they rallying? And, mortgage rates hit 6.28%. 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 Dow on pace for its 10th weekly decline in 11 weeks. The last time that happened was back in May 1932. A long time investors explains what that means for the Fed’s meeting next week and investors. Plus, a technical look at the S&P and whether the charts signal another leg lower. And, Power Lunch’s proprietary Housing Cost Calculator looks at how prices have shifted in the past year as inflation makes its way through the economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Most restaurants say they’re dealing with rising prices but the CEO of Wingstop says the opposite is happening. He explains why his business is facing deflation. Plus, should the U.S. invoke the Defense Production Act to help prevent future energy shocks? The CEO of an energy company explains what Washington has to do to lower oil prices. And stocks to get you through a volatile summer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

One of the Biden Administration’s most powerful energy advisors is working to lower crude prices. We’ll hear from him and find out why he thinks the private sector needs to do more. Plus, talks to reopen Ukraine’s grain ports end without a breakthrough. Are wheat prices on the verge of heading even higher? And, how big data can help you find the best travel deals. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Target is slashing prices as it faces an inventory glut and says margins will be squeezed. A former industry insider says Target doesn’t have a handle on things. Plus, the CEO of EQT, the largest U.S. nat gas producer, discusses what it will take to lower prices. And, trading one of the cheapest stocks in the S&P. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple makes a push to disrupt the buy-now-pay-later sector and unveils its M2 chip. What today’s announcements say about Apple’s next chapter. Plus, a trading floor with people?? The CEO of the CBOE unveils its modern-day trading floor to usher in a new era of open outcry. And our three-stock lunch trades restaurant names that Oppenheimer calls recession-resistant. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Good news on the job market is bad news for investors. Stocks are lower as the market attempts to balance strong economic data and the fed’s tightening campaign. Kelly & Tyler asked our market guest for his best strategy. Plus, the CEOs from two stocks beating the broader market. The CEO of Bristol Myers Squibb discusses his company’s $4b acquisition of a cancer-focused biotech and the CEO of Cigna discusses the insurance industry’s changing landscape. And, we’re trading the stocks leading the bear market bounce. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft lowering its fourth quarter profit and sales forecast citing a currency drag. Which companies could be next and what does that mean for the battered tech trade? Plus, the future of Meta now that Sheryl Sandberg is ‘leaning out’. And gasoline futures hit a record midday. Kelly & Tyler ask an energy expert how much higher prices will go this summer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

JP Morgan CEO Jamie Dimon has a warning for investors. He says an economic hurricane is on the horizon. His big concerns: the Fed and the Ukraine war. Plus, a contrarian call on energy. We’ll speak to the technician who says short energy and go long the S&P. And, why tech layoffs are leading a downgrade of office REITs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices fell sharply right at 2p ET on a report that OPEC is considering suspending Russia from its oil production deal. We asked the CEO of Liberty Energy where he sees crude prices going and what can be done to lower them. Plus, Strategas’ Dan Clifton explains why the inflation meeting between President Biden & Fed Chair Powell is of critical importance to investors. And, is the housing market starting to slow? The National Association of Realtors chief economists tells us what he’s seeing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Has the Federal Reserve done enough to cool the economy? A report today showed inflation slowed a bit and that helped boost investor sentiment. Plus, is it too late to buy energy? No, says our guest who’s telling investors to be selective. He’ll show you the one thing to look for before getting in. And, oversold stocks that are ready to bounce. 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 picks up steam this afternoon. A long time investor says there’s value to be found in the market and he has two names to consider. BofA’s Francisco Blanch says one way to lower high energy prices is to drive slower. And three stocks that have declining multiples but improving fundamentals. Our trader tells Kelly & Tyler which stocks are buys. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The minutes of the last Fed meeting point to more rate hikes that go further than the market anticipates. Steve Liesman breaks the news. Bob Pisani & Rick Santelli have immediate market reaction and two experts offer instant analysis of what the details could mean for your money. Plus, the CBO Director shares the outlook for inflation and what rising rates mean for the national debt. And, Wall Street is divided over Tesla. Where is the stock headed next? The bull and bear cases on Power Lunch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

From Snap to Best Buy to housing, there are signs the economy is slowing. But how concerned should investors be about a coming recession? It’s the big debate looming over Wall Street. Plus, the CEO of Advance Auto Parts on the impact of rising gas prices and how he’s deflecting rising costs. And, 3 stocks that are paying investors back. Our trader tells us if their consistent dividend growth makes them good buys. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks bounce back as investors buy beaten down names. There’s one name a long-time analyst says is the greatest buy since the financial crisis. He makes the case for Amazon and says the stock could double over the next few years. Plus, as crude prices trade around $110, could China determine how much higher prices go from here? And, the start-up turning seaweed into straws. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week’s selloff is creating opportunity for investors and there are some stocks too cheap to ignore. Our market watcher has a list of names. Plus, bitcoin falls back below $30k and nears a key support level. And, is consumer spending near a peak? We have real time economic data from Mastercard. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why aren’t investors finding safety in Consumer Staples? Stocks like Kroger, P&G and Kraft Heinz are all down more than 7% in the past week. Is the sector being unfairly punished? Plus, mega cap tech stocks with single digit P/E ratios. Are they buys at these prices? And, why a market watcher says she sees no recession ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market sell-off intensifies in afternoon trading. Power Lunch goes commercial free to deliver you minute-by-minute market coverage. One expert calls this a “perfect storm” for the market. Another expert is finding opportunity in unexpected places. Plus, why Target is contributing to the inflation scare. And where gas prices go from here now that they’re averaging more than $4 a gallon in every state. Don’t miss veteran market watcher Art Cashin on whether there’s more selling ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Robinhood CEO discusses his strategy for growth and how he plans to fend off the growing competition. Plus, getting defensive. That’s the strategy our market guest is using amid the extreme volatility. He shares 3 stock picks he says will protect your portfolio from any downside. And, Warren Buffett buys into beaten down Citigroup. Should you? A long time trader weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why the Fed alone can't fix inflation. A veteran Wall Street investor tells us whether he thinks the biggest risk to the economy is financial over-tightening. Plus, gas prices hit another record. Tyler & Julia asked our energy expert if prices have peaked. His answer: no. And the CEO of Spirit Airlines has a lot to say about JetBlue's hostile bid for his company in our Power Lunch Exclusive. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks ending a rough week with a strong gain. Is it just a head fake or the sign of a bottom? Some of the hardest hit names are bouncing back the most, is now the time to buy? Plus, Elon Musk casts doubt on his deal to buy Twitter. Then says he’s committed to making it happen. The latest on the Musk drama. And the metals meltdown, why gold and silver are selling off. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The selling pressure intensified in afternoon trading. The S&P inching closer to a bear market, down nearly 20% from its 52-week high and Apple breaks below $140 a share. Plus, the analyst who says sell Ford and GM and questions their EV selling strategy. And, three of the most shorted stocks. Are they worth the risk? Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The selling pressure intensified this afternoon as volatility once again gripped Wall Street. Tyler & Kelly asked a long time market watcher if he thinks the bottom is near. Plus, 3 stocks that Wall Street analysts say have big upside. Our trader says not-so-fast. And, Coinbase shares plummet but one analyst says now’s the time to buy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Volatility gripped Wall Street ahead of tomorrow’s key inflation report. Tyler & Courtney asked the experts if they think the market selling is almost done and where the best opportunities are emerging. Plus, the CEO of Vivid Seats on the company’s strong quarter but falling stock price. And, the stocks that are holding up in this turbulent 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 selling on Wall Street shows no signs of letting up. The S&P trading below 4100. The Nasdaq below 12,000. Kelly & Tyler talk to the market experts about stable stocks that can help you ride out the volatility. Plus, Tesla trades near $800 a share. A technician tells us whether the stock is about to breakout or break down. And, is inflation about to decelerate? A respected market watcher makes the case. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market gripped by extreme volatility. Kelly & Tyler talk to the experts about where to hide in this market and the emerging opportunities in the rattled tech sector. Plus, a long time market watcher says the bottom might not be in for stocks. And, despite the sell-off, there are stocks in the Nasdaq 100 that still have triple digit multiples. 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 falls more than 1200 points midday. The Nasdaq tanks more than 5%. As the sell-off intensifies, Kelly & Courtney speak to market experts about what’s driving the sell-off and where investment opportunities are emerging. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve hikes rates by half a percentage point for the first time in two decades. Fed Chairman Jerome Powell says inflation is much too high, additional half point hikes are on the table and addressed the possibility of a future 75-basis point increase. The market reaction was volatile as investors hung on every word. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets get ready for the Fed Decision on interest rates. How are consumers dealing with inflation? One analyst says sell these staples. Natural gas jumps to a 14-year high, are even higher prices coming soon? Plus travel tumbles today, but CEOs are optimistic about the summer. Our trader weighs in Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Three sectors facing big issues: staples, chips and home builders. We’ll speak to three experts who say there are stocks worth owning amid the pullback. Plus, Bank of America’s CEO says the Fed’s road ahead is unprecedented. And, mortgage rates keep climbing - hitting 5.5% Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A huge down day for the markets as investors digest a slew of economic data. How do you position your portfolio for an economy that’s on edge? Plus, strong dollar plays…why biopharma outperforms in recessions… and waiting for the Berkshire Annual Meeting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

10 teams. 60 assets up for grabs. The 2022 Stock Draft is here. Our line-up: Actor Ryan Reynolds, Basketball Hall of Famer David Robinson, the St. Peter’s Peacocks student investment club, we have a Real Housewife of Atlanta, a Tik-Tok star, the former CEO of Macy’s and Delano Saporu. Kevin O’Leary, Stephanie Link and Tim Seymour make return appearances. Wait until you hear who’s swinging for the fences. Tyler and Kelly take us through the hour with Melissa Lee and Jim Cramer. The 2022 Stock Draft starts now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market pullback is creating opportunities for investors. You just need to know where to look. Kelly & Tyler talked to our market experts about avoiding value traps and which Nasdaq laggard will turn into a leader. Plus, Beyond Meat shares spiked, then were halted then fell on headlines about its partnership with McDonald’s. And, Tilman Fertitta told us why prices are never going back to 2019 levels. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A vicious April sell-off intensifies. Investors are dumping shares on fears of an economic slowdown. Is the bottom in? A veteran market analyst says not yet. Plus, Sherwin-Williams bucks the trend and trades higher. The company says it has pricing power. We have a list of stocks that are successfully passing along higher costs. And, a big interview with the CEO of Ford. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

An historic tech deal. Elon Musk buys Twitter for $44b. Tyler & Kelly reported the news as it happened – from the stock being halted to the deal being done. Experts were on hand with reaction, analysis and what it means for the future of the social media company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Les Funtleyder, E Squared Capital Management healthcare portfolio manager, discusses health care stocks and biotech. Erin Gibbs, Main Street Asset Management CIO, discusses Gap, Electronic Arts and D.R. Horton. Clarence Otis, former Darden Restaurants CEO and Verizon board member, discusses how restaurants will fare with increased inflation and labor struggles, if in-person dining is sustainable and the biggest changes from the pandemic in the restaurant business. Plus, Michael Farr, Farr, Miller & Washington founder and CEO, Hightower Advisors chief market strategist and CNBC contributor, discusses the markets, his thoughts on the Fed and more. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Airlines and other travel stocks soar on hopes for a travel rebound. The CEO of Loews Hotels on what he’s seeing. Netflix continues to fall and Warner Brothers Discovery pulls the plug on CNN+. And Carl Icahn seeks allies in his fight with McDonald’s over the treatment of pregnant pigs. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix shares plunge. The company losing tens of billions of dollars in market cap after a reporting a disappointing quarter. There are real questions about the company’s business model, the industry’s long-term growth and the consumer. Plus, the winner of Morningstar’s Outstanding Portfolio Manager award on how she’s successfully navigating the steep and sharp rise in yields. And the CEO of Breeze Airways on the coming summer travel boom. 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 in rally mode even as bond yields rise and questions remain about whether the Fed can engineer a soft landing. Is a Fed tightening priced in and how should you invest amid the uncertainty? Our market guest shared his playbook and ended the interview with a big call on bitcoin. Plus, we asked a veteran tech investor if it’s time to load up on tech stocks, especially if you’re in the ‘peak inflation’ camp. And our three-stock lunch trader weighed in on WeWork and whether she thinks the company is on a path to profitability. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation is on the menu on today’s Power Lunch. Nat gas prices surging to their highest level since 2008. Demand is strong around the world but can suppliers increase output? Kelly & Tyler asked the CEO of EQT, the largest producer of nat gas in the U.S., about his ability to boost production and the future of the energy industry. Inflationary concerns are rippling through the economy. Corn and rice prices are at multi-year highs squeezing margins of restaurants. A top trader tells us which companies can withstand the pressure in today’s three-stock lunch. Plus, our Clean Energy series continues with a look at a start-up using AI and robotics to disrupt the ag industry. 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. Coming soon. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.