The Exchange

A big surprise on the labor front, as the July jobs report came in much hotter than expected. So will the Fed ramp up rate hikes to help tame inflation? We’ll explore. Plus, consumers are spending big money on experiences, which helped Live Nation report a record quarter. The President & CFO joins us to discuss consumer trends post-pandemic. And, mortgage lenders have been hit hard by rising interest rates, and now there could be big a shakeout coming in the industry. We’ll bring you the latest details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

As inflation sits at 40-year highs, the CEOs of Papa John’s and e.l.f. Beauty join us to discuss spending trends they’re seeing, and how it’s impacting their bottom lines. Plus, after holding the top spot for months, Tech hiring has slowed down significantly. So which industry takes the top spot now? The CEO of Recruiter.com joins us to ahead of tomorrow’s big jobs report. And, Needham’s Laura Martin says advertising will big Apple’s next big revenue stream. She joins us to make her case, and explain what kind of upside for shares she sees ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech is leading the market’s gains today, as investors digest more Fed speak, earnings & economic data. But could the bounce be short-lived? We’ll look at 3 names poised to keep the gains going. Plus, how likely is a cyber attack against the U.S. in response to Speaker Pelosi’s trip to Taiwan? We’ll speak with a cyber security expert who expects China’s response to be “big.” And, we’ll give you the action, the story and the trade in Lucid, Sunrun and Hostess Brands ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Despite coming off the Fed’s second 75 bps rate hike in a row, and just 3 days ahead of the July jobs report, San Francisco Fed President Mary Daly said there’s still “a long way to go” in the fight against inflation. We’ll explore what she says needs to happen. Plus, with inflation at 40-year highs, consumers are searching for any way to save right now. We’ll speak to the CEO of Misfits Market – which offers surplus produce and groceries at a discount – about the trends he’s seeing in the marketplace. And, we’ll give you the action, the story and the trade in AMD, Starbucks and PayPal ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Banks historically do well in a rising rate environment, and this time around, regionals are the outperformers. We talk to the CEO of Texas-based Frost Bank about the activity he’s seeing and why he thinks inflation has peaked. And, Uber results are on deck…why share price could double over the next year. Plus, housing data firm Black Knight reporting home price appreciation posted its biggest monthly drop ever in June, what that means for both buyers and sellers. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

GDP has contracted for the second straight quarter, but a recession has yet to be officially declared. Are investors focused on the wrong thing—and how should they position now? Amazon, Apple and ads—we parse the big trends in teach earnings and what those results reveal about the economy. And 3 Buys and a Bail: Food Edition. We head to the heartland where one trader is making big bets on agriculture…and shunning one delivery service. 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 takes a victory lap with the surprise legislation from Democratic Senators Manchin and Schumer. Royal Caribbean CEO Jason Liberty discusses his take on second quarter strength, and why travelers are back on the high seas. Plus, Secretary Janet Yellen delivers remarks on the economy from the Treasury Department. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With just an hour away until the Fed decision, we discuss what Powell’s gotten right, what he’s gotten wrong, and whether or not its rapid rate hikes are a huge policy mistake. And as pending home sales in June fell 20% compared to the previous year, the CEO of the country’s largest builder weighs in on the impact of the cooling housing market on her bottom line. Plus—ads, autos, and appliances. We get the trade on Meta, Ford, and Stanley Black and Decker ahead of earnings. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Walmart just cut its outlook, sending retail stocks and the broader markets spiraling lower. And now Shopify is laying off workers as e-commerce slows. Are there any winners in the retail sector right now? We’ll explore. Plus, the Nasdaq is leading the market declines as Microsoft & Alphabet are set to report earnings after the bell. Should you buy either right now? Our trader will make her case for why one of them is worth a look here. And, we’ll check back in with AptarGroup CEO Stephan Tanda. When he first joined us in 2020 his company was having inventory woes. But now “job abandonment” is his biggest challenge. He’ll explain why. 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 “wait-and-see” mode as we dive into a critical week for the market. Big Tech earnings are on deck, big economic data is due out and the Fed’s big decision on interest rates. Looms. We’ll walk you through what to expect, what’s priced in, and how to position. Plus, we’ll speak with an expert who says the market is “volatile & directionless” right now, so consider dividend-payers to ride out the storm. He’ll reveal his top picks. And, it’s not just Tech names reporting this week. We’ll look at the Chips, Homebuilders and Restaurants with results from NXP Semiconductor, PulteGroup and McDonald’s on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re back into “growth scare” mode, with weak PMI data out this morning and now Snap Inc.’s digital ad slowdown, too. Is it a Snap-specific problem, or an industry-wide sea change? We’ll get an insider’s view on how to position right now. Plus, we’re seeing more hiring freezes, corporate layoffs and warnings about the low-end consumer on Wall St. What does that say about the Fed’s inflation fight? We’ll discuss. And, we’ll give you three “Buys” and one “Bail” – depending on what kind of slowdown we’re heading into. Gina Sanchez joins us to reveal her top picks. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Europe is on the brink of crisis, as the continent grapples with energy cuts, collapsing governments and the first interest rate hike in 11 years, spurred by soaring inflation. How much worse can it get, and what does it mean for investors here at home? We’ll explore. Plus, the CEO of Alaska Air joins us with a dire warning on why you should book your holiday travel plane tickets right now. And, we’ll give you the action, the story and the trade in Snap, Inc., American Express and Verizon ahead of results in Earnings Exchange. 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 is leading the market’s rally higher once again. So is Tech the place for investors to be? One of our experts says “yes” – as long as it’s ‘resilient Tech.’ He’ll explain what that means. Plus, European countries are now being asked to ration natural gas amid the continent’s energy crisis. We’re live on the ground in Germany for the latest details, and we’ll discuss whether it could happen here next. And, earnings season is in now full swing. We’ll give you the action, the story and the trade in Tesla, United Airlines and D. R. Horton ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The bulls are charging back, as stocks stage another strong rally today. We’ll look at why we may be closer to the bottom than the top, and how one expert is positioning for what he calls “significant upside” ahead. Plus, there’s a major divergence growing between institutional and retail investors right now. We’ll tell you what it is, and what it says about the direction of the markets. And, Netflix is front & center as its earnings report looms after the closing bell. We’ll get you ready for that, plus results from J.B. Hunt and Cal-Maine Foods in Earnings Exchange. 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 higher once again today, with the Nasdaq now up 5% in July. So are slowdown fears over, or is growth rallying because it’s getting more scarce? We’ll discuss. Plus, Disney is the worst performing Dow stock over the past 3 months, 6 months and 12 months. Is it a macro issue? Politics? Or the CEO? We’ll have a bull-bear debate. And, earnings season is in full swing, with nearly a quarter of all Dow stocks set to report this week. We’ll give you the action, the story & the trade in IBM, J&J and Halliburton in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Governor Christopher Waller says his base case is still “only” 75 basis points for this month’s rate hike. But are underwhelming bank earnings a bad sign? We’ll look at the tough spot the Fed & markets are in. Plus, Dan Yergin joins us with his take on whether or not inflation has peaked, as he’s warning investors about the future of copper and a deepening global energy crisis. And, Netflix is picking Microsoft to help it roll out ads. We’ll explain how this deal went down, and what it could mean for both companies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains how the Fed’s case for a larger interest rate hike this month just became more convincing. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Inflation soared to 9.1% in June, the fastest pace in 41 years. So why is the 10-year yield actually down today? We’ll look at the market-based inflation signals that have been dropping sharply, and could stay under pressure if the Fed does another large hike. Plus, David Zervos says the Fed has won “uber credibility” from their 75bps hike last month. But what do they need to do to keep that credibility? We’ll ask him. And, now that the CPI number is out of the way, markets can focus on earnings. We’ll get you ready for all the big names reporting tomorrow in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Dollar is close to parity with the Euro. Bond yield curves are inverting or dropping sharply. And oil is collapsing again, back below $100/barrel. What are these big moves telling us? We’ll explore. Plus, Amazon Prime Day is officially underway. But there doesn’t seem to be as big a deal as in the past. Does the company still want retail to be its loss leader? We’ll take a hard look. And, Bill Ackman’s SPAC couldn’t make a deal, so it’s giving back the money. Are there really zero opportunities in this market, or is the SPAC model flawed? We’ll debate. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Across the economy, we are starting to see signs of a slowdown – and that might not be a bad thing. We’ll explain why, and what that means for you & your money. Plus, we’ll hear from one analyst who says restaurants actually want a recession now. He’ll explain why, and give us some stocks to watch. And, we’ll look at all of the ways the Twitter/Elon Musk saga could. We’ll run through 8 possible outcomes that are on the table right 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 U.S. economy added 372,000 jobs in June, bringing the overall total to more than 2.7 million since January. And separate data shows consumers are still spending. We’re definitely not in a recession right now, so what does that mean for markets? We’ll explore. Plus, Elon Musk’s deal to buy Twitter is reportedly in serious jeopardy. Is this the time the deal finally falls apart? And what happens to Twitter – and Tesla – shares if it does? We’ll debate. And with rates on rebound today, mortgage rates are set to hover around 6%. What does that all mean for housing? We’ll look at the stats, the story and the trades in three different parts of the sector. 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 on the rebound again, as the Nasdaq tries to string together a four-session win streak. We’ll look at what’s prompting this change in investor sentiment, and where the best opportunities are right now. Plus, we can’t have a recession if the labor market remains this tight. But will it? We’ll look ahead to tomorrow’s big jobs report. And, oil is bouncing back strongly today, but commodities have gotten crushed lately. We’ll get you the stats, the story and the trade on crude, metals & more. 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 Fed minutes, one market strategist tells us why this is “the weirdest economy” she’s ever seen, and why she’s sticking with one beaten-down sector. Voyager Digital just the latest casualty in the crypto collapse, the CEO of one digital bank tells us why she’s saying “good riddance” to a lot of the ecosystem. And mortgage applications fell again last week as rates sit at multi-year highs, but one analyst is getting bullish on a lender. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s a new week, but the same old story as stocks sell off once again. It comes as concerns of a possible recession continue to grow, especially in Europe. We’ll hear from an expert who says the biggest risk to markets is a Fed overreaction right now. Plus, Bill Ackman says the Fed needs to kill off inflation to save the economy. So who’s right? And what does the Fed need to do here? We’ll ask Jefferies Chief Market Strategist David Zervos. And, the U.S. Dollar just hit a 20-year high against the Euro. We’ll tell you what it means for you, and how to trade 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 chorus of calls that we’re already in a recession is growing, and yet data continues to show signs of strength. Is the data just lagging, or a different picture of the economy entirely? We’ll explore. Plus, Apple, Amazon and Starbucks are all facing labor battles as the unionization push grows. We’ll get the latest on each, and the impact it’s having on their stocks. And, we’ll get you ready for the second half of the year with a brand new edition of Three Buys & A Bail. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why the labor market is key to where the economy goes from here. 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 lower again today, as we close out the worst first half since 1970. But previous bad starts have been followed by strong finishes. Is there hope for a rebound? We’ll discuss. Plus, Crypto is also getting crushed this year. Bitcoin is now down 60%, and back below $20,000. We’ll explore why bad news for the entire sector keeps rolling in. And, the Renaissance IPO ETF has lost half its value in 2022, on pace for its worst quarter ever. We’ll help you hunt for opportunities amid the wreckage in Three Buys & A Bail. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The S&P 500 is on pace for its worst first half since 1970. Will it be different story in the back half of 2022? We’ll look at the dynamics at play as June nears a close. Plus, the collapse in Crypto prices has one expert saying it reminds him of the 2008 housing crisis. He’ll join us to explain why, and what he sees happening next. And, we’ll speak with an expert who says investors should forget about “safe havens” and defensive plays in the second half -- it’s time to start playing offense, and he has picks for us. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ark Invest’s Cathie Wood says the U.S. is already in a recession. But Fed Official John Williams says the economy is “strong.” Who’s right, and what should you do with your money here? We’ll explore. Plus, retailers like Allbirds & Warby Parker rushed to go public during the height of the pandemic e-commerce boom, but now they’ve plunged 70% so far this year. Are they prime takeover targets? We’ll debate. And, we’ll bring you the action, the story and the trade in Bed Bath & Beyond, General Mills and Paychex ahead of results on deck in another edition of Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains how there are signs the macroeconomic environment is actually improving. 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 trying to stay positive as they come off a huge week of gains. And yet, all the major averages are still down 13% or more this year. We’ll give you some advice on what to buy for the back half of the year as the calendar turns to July. Plus, if you thought 2022 was bad for stocks, it’s been even worse for Crypto. We’ll hear from an expert who says the bottom isn’t even in yet. And, the Consumer Staples have been a bright spot in this volatile market. We’ll get 3 Buys & A Bail across that sector from our trader. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’ve seen a sharp reversal in several key market readings on inflation, especially after the Fed hiked rates by 75 basis points last week. So is this a victory or a warning sign for the Fed and the markets? Plus, the week that was in housing… from new and existing home sales to homebuilder earnings to the rise in ARMs, we make sense of the data and what it’s telling us about the health of the housing market. And the corporate response to the historic Supreme Court decision that overturned Roe v. Wade. We have the reaction from the health care world and from big tech. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The morning stock rally is fading, though the Nasdaq is still higher and up 4% in the past week. Is Tech ready to take off again? We’ll ask a top analyst if it’s time to buy Apple and other names. Plus, energy executives are heading to Washington, a day after President Biden pitched a gas tax holiday. We’ll bring you the details. And, we’ll give the action, the story and the trade in CarMax, Carnival and FedEx ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jerome Powell is testifying on Capitol Hill today, and the markets seem to like what’s saying. But even with Powell sounding hawkish on inflation, is that what the averages need to here? We’ll debate. Plus, President Biden is set to officially propose a gas tax holiday. It should lower pump prices in the short term, but what about the long-term? We’ll explore. And, we’ll bring you the action, the story and the trade in KB Home, Accenture & Darden Restaurants ahead of results on deck in Earnings Exchange. 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 on pace for their best day in June, even as calls for a recession keep growing louder. Former Treasury Sec. Larry Summers says the unemployment rate might need to go up for 5 years to beat inflation. If that’s true, what does it mean for markets? We’ll explore. Plus, home sales fell for a fourth straight month in May, and now one of the nation’s largest homebuilders says it’s seeing a slowdown. Have a we reached a housing infection point? We’ll debate. And, we’ll take a hard look at the stocks, the stats and the strategy on three names most exposed to the surging dollar. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks higher after yesterday’s sell-off, but slowdown fears still loom. Why one economist says it won’t be a ‘textbook recession.’ EV demand is strong, but the stocks are getting crushed. We explore what’s behind the divergence. Plus, trading the travel names—why hotel stocks are a buy, despite consumer concerns. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Central banks around the world raising rates after the Fed’s 75 bps hike, including a Swiss surprise, so is the era of free money over? And what does that mean for stocks? From oil to nickel to wheat, commodity prices have been on a tear this year, but one technician is seeing signs of a trend breakdown. Plus, the Nasdaq is down 35% from its all-time high…one trader tells us how she’s playing it and the names to add in a downturn. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’re awaiting a crucial decision on interest rates from the Federal Reserve. Will they hike by half a percentage point? Three-quarters? Or even a full point? We’re just minutes away from getting an answer, and we’ll explain all you need to know. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The countdown to the Fed is on. Will it be 50 basis points or 75? What does the economy need? What does the market want? We’ll try to answer all those questions. Plus, all this as the price of oil keeps going up. We get a technical take of why we could hit $175 a barrel. And, a look at three tech stocks with the most buys and big upside targets on Wall Street. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We’ve got another big market selloff on our hands, as the S&P slides back into bear market territory to its lowest level since March 2021. Meanwhile, the crypto market is crashing, the 10-year yield and mortgage rates are surging, and the Fed’s next big rate decision is less than 48 hours away. We’ll bring you all the latest details as they break, and keep you up to date on what’s happening around Wall Street & beyond. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The averages are lower across the board, on pace to post their worst week since January as inflation soars to 40-year highs. The Dow is down for the 10th time in 11 weeks, which hasn’t happened since The Great Depression. And the Nasdaq is in the midst of its worst stretch in 20 years, as inflation fears slam the Tech sector. We’ll tell you all you need to know, and offer ways to protect your portfolio amid the market selloff. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are lower today, as the recent rebound peters out. Are stocks just destined to bounce along the bottom for a bit? We’ll debate. Plus, lumber prices have tumbled nearly 60% in the past three months, going from a shortage to a supply glut. Is this a sign of broader deflation? We’ll explore. And, we’ll bring you the action, the story and the trade in DocuSign, Stitch Fix and Vail Resorts ahead of results on deck in Earnings Exchange. 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 is having another volatile session, but has still managed to climb to back to where it was in early May. Is this a bear market bounce, or a durable bottom? We’ll explore. Plus, the Chairman of the SEC is out with some new rules for the stock market. We’ll hear from one of his biggest critics, and reveal what he thinks could be the fallout. And, we’ll bring you the action, the story and the trade in Five Below, Nio and Signet Jewelers ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retail is getting wrecked again, as Target warns of weakening profit margins due to increased inventory and cost pressures. But is this just a Target problem, or sector wide? We’ll explore. Plus, a bipartisan bill to define and regulate the Crypto industry is being introduced on Capitol Hill today. But what does it say? And what would it actually do? We’ll give you the answers. And, we’re taking a hard look at consumer spending in Earnings Exchange. We’ll bring you the action, the story & the trade in Campbell Soup, Brown-Forman and Ollie’s Bargain Outlet ahead of results. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s WWDC event is underway, as investors look for anything that can turn shares of the stock around. We’ll bring you live updates as they happen. Plus, stocks are losing most of their gains of the day as they try to rebound from last week’s slide. Are the markets still too volatile to jump in right now? We’ll debate. And, crude oil is nearing $120/barrel, as gasoline prices surge to record highs. How much higher will energy prices go, and should consumers expect more pain ahead? We’ll explore. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

We just got another blockbuster jobs report, as the economy added 390,000 jobs in May amid more folks entering the workforce. Average hourly earnings also rose 5% from last year, with no signs of a slowdown. So does the Fed have to get even more aggressive? Cleveland Fed President Loretta Mester joins us with her take on the numbers, and what they mean for the pace of rate hikes. Plus, as the Fed tries to engineer a “Goldilocks” economy, we’ll talk with an expert searching for Goldilocks stocks – not too expensive, but not falling knives either. We’ll get her picks. 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 is squarely focused on inflation, with Vice Chair Lael Brainard saying bringing it down is now the number one priority. But can the market weather a more hawkish Fed this year? And what does it all mean for the economy and labor market? We’ll discuss. Plus, stocks are turning higher after a brief bout of selling. Is this just an oversold bounce, or could stocks prove to be a haven in these inflationary times? We’ll debate. And, we’ll bring you the action, the story and the trade in Asana, Lululemon and RH ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Kelly explains why the Fed has a tricky road ahead to navigate. 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 has officially begun the process of balance sheet runoff, starting with $47.5 billion one month from now. But even Chair Jerome Powell doesn’t seem sure of what the impact of this additional tightening will be. We’ll tell you all you need to know. Plus, new data shows mortgage demand has fallen to a 4-year low. Prices are still rising for now, but what if rates spike even further? We’ll explore. And, we’ll give you the action, the story and the trade in Chewy.com, GameStop and Public Storage ahead of results on deck in Earnings Exchange. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.