
The Exchange
1,708 episodes — Page 33 of 35
U.S. -China Showdown, Slow & Steady Wins, and “Some Good News.”
Protests erupting in Hong Kong after China’s government proposed a new security law aimed at bringing Hong Kong under full Chinese control. We look at the fallout for the markets, and the complicated position it puts the U.S. in.Plus, there’s one part of the market that is outperforming all three major averages and every other sector. We’ll break down what it is and if you should play it.And, ViaccomCBS buying the pandemic’s hottest new show, “Some Good News”, from John Krasinski. Is it just a Corona-one-hit-wonder or the start of a new content wave? We’ll debate. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Housing One-Two Punch, Vaccine Safety, and Teflon Tech?
Existing home sales in April dropping to the lowest point in nearly 10 years as the market got a one-two punch from inventories and prices. So did we hit a bottom in April? And how quickly can the housing market recover? We’ll take a closer look.Plus, the world is racing to develop Covid-19 vaccines at record pace, and at a time when there’s still a lot we don’ t know about the virus. We look at the safety concerns.And, is tech the Teflon sector? One analyst says yes. He tells us why and where he sees tech going from here. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Growth Versus Value, Mansion Mania and the Future of Flicks
With growth stocks are outperforming value names by the widest margin in decades, two portfolio managers duke it out over which is the better bang for your buck.And, from mortgages to mansions—we get reads on the hottest trends in housing.Plus, the CEO of Sony Pictures entertainment joins to discuss Apple TV spending $70m for its new Tom Hanks’ picture and the future of the movie industry as states reopen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Next Phase of Relief, The Honey-Do List is the New Trend and the Banks Ripe for Buying
After Secretary Steve Mnuchin and Fed Chair Jerome Powell gave remote testimony in front of the Senate Banking Committee, we discuss what the next phase of relief out of Washington could look like.And as the retailers report earnings this week, we take a look at why the good ol’ honey-do list could be one of the new trends in the sector.Plus, as banks underperform, the CEO of KBW, which advised on two-thirds of the largest bank mergers last year, joins to discuss where he sees opportunities for M&A in the sector. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Coronavirus Hopes, Big Bets on Biotech, and Jordan Rules.
Markets rallying on promising vaccine news and reassuring words from Federal Reserve Chairman Jay Powell. We’ll talk about what it means for your investments.Plus, investors -big and small-are flocking into the biotech sector in large numbers. We’ll look at the names they’re flowing into and whether you should follow suit.And, if Michael Jordan were a stock, analysts would have a buy rating on the former basketball icon. We will tell you why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Slide, Genetics & Covid-19, and Keep the Middle Seat Open?
Stocks continue to sell off amid increasing China tensions and some weak economic data. One of our guests says there are five things that could cause a another selloff from here. He tells us what they are.Plus, there’s so much we don’t know yet about Covid-19, including what role genetics may be playing in how severely someone gets infected. The CEO of 23andMe joins us with what her company is doing to get to the bottom of it.And, there’s a battle brewing between Washington and the travel industry over whether or not they can mandate airlines to operate at 60 percent capacity to keep people safe. We look at the potentially fallout for the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
First Depression of our Lifetimes?, Reopening Malls, and Casinos of the Future.
Eurasia Group’s Ian Bremmer says we’re in the first Depression of our lifetimes and massive relief and subsidies are needed to get us through it. He joins us live with how much pain he sees ahead.Plus, we check back in with one luxury mall owner and operator since he started reopening some of his properties. He tells us how much foot traffic he’s seeing and which brands are doing better than others.And, Casinos are eager to reopen as they’ve watched their stocks sink over the past three months. When they do though, the things we’ve come to expect…slot machines, table games and buffets… may look and feel very different. We’ll have a closer look at the path forward for the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Long Winter Just Weeks Away from Summer? This University Will Have Students Back on Campus and the Supply Chain Moves Back to China.
Stocks selling off as Fed Chair Jay Powell delivers downbeat commentary earlier in the day, adding him to the list of heavyweights, including Warren Buffett and Sam Zell, to warn about the economy. So, should investors be ready for a long winter as we head into summer? We discuss. And, companies shifted supply chains from China to other parts of the world like India and Vietnam due to the US trade war…now it’s shifting back to China as those countries grapple with COVID-19. We have an insider’s look at the shifting supply chains. Plus the President of Kelly’s alma mater, Washington and Lee University, joins with how they’re readying to get students back on campus in the fall. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Pricing in Negative Rates?, Unchartered Waters, and Surprise Forbearance.
A slew of policymakers have come out against the idea of negative rates in the past couple of days but the President likes the idea. We take a closer look at whether negative rates would do more harm than good to the U.S.Plus, the Fed is boldly going where it’s never gone before….the ETF market, specifically corporate bond ETFs. We’ll look at why this could help brighten economic prospects not just for Wall Street.And, the Cares Act encouraged mortgage servicers to give forbearance to anyone immediately, no questions asked. Turns out, they may have taken that guideline a little too far. We’ll tell you why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Disney Reopens its Shanghai Park, China is Hacking Pharmaceutical Companies and Choice Hotels CEO on the Future of Travel.
Disney reopening its Shanghai Disneyland, making it the first park to reopen during the COVID-19 pandemic—we go live to Shanghai for the details and hear from Disney CEO Bob Chapek on Disney’s path forward to reopening.Plus, the Department of Justice’s assistant Attorney General for National Security joins to discuss the “holy grail” of biomedical research and why China is launching cyberattacks on US pharmaceutical companies.And as more states reopen across the country, Choice Hotels CEO Pat Pacious weighs in on the challenges facing the industry and what hotels could look like in a post-coronavirus world. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Labor Secretary Scalia on April’s Record Job Losses, the Surprising Industries Still Hiring and What Will the Return of Sports Look Like?
20.5 million jobs were lost in the month of April, sending unemployment to 14.7%. Labor Secretary Eugene Scalia joins to discuss the economic impact and whether the worst is behind us. Plus, during record unemployment, a check on the top industries hiring and the positions that are most in-demand.And, with the NFL announcing its full-season schedule yesterday, we’ll get an inside look at the timelines for the return of professional and college sports. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Wall Street Rally, Campus Conundrum, and Silicon Valley Layoffs.
Stocks rallying on positive drug news, earnings, and optimism that the economy will improve as states start to reopen. We’ll look at how investors should position themselves as the markets and the economy show signs of life.Plus, a battle is brewing in the education world as to when colleges should open. We’ll speak with the President of the Arizona University who says they’re absolutely planning to reopen at the end of August.And, Silicon Valley is shedding thousands of jobs amid the pandemic. We’ll look at what areas are getting hit the hardest and what we could see when the economy recovers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Zero Visibility, PPP Problems, and a Path Forward for Autos?
Companies across all sectors are pulling guidance as Covid-19 continues to take its toll on the economy. So how do you invest in a market with no clear outlook? We’ll ask the experts.Plus, a new study by the Federal Reserve shows loans haven’t been going to the hardest-hit areas. We’ll tell you why.And, as auto sales have been hit hard, we’ll speak to the CEO of one company that’s found a way for dealerships to move inventory without people visiting their showrooms. He tells us why he thinks this could be a path forward for the industry. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Reopening Rally, WeSue, and What Should Disney Do?
A CNBC rapid survey showing that economists are feeling positively about third quarter growth, so what should investors do? One top strategist tells us why it’s a bond picker’s market.And WeWork founder Adam Neumann is suing SoftBank for reneging on a multi-billion dollar lifeline. The details on how a relationship went sour and the battle between the personalities behind the two companies.Plus, Disney reports earnings after the bell…with parks shuttered, sports cancelled and movie sets dark, one analyst has the alternative form of entertainment Disney could tap into during the ongoing pandemic. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Relief Rally Over?, Health vs. Jobs, and Crisis in Columbus.
One of our guests correctly called the March bottom and the rebound in energy stocks. Now he says this market rally may be over. He joins us to make his case.Plus, as states begin to reopen, some workers are facing a difficult choice between their health and their livelihood. We have the details.And, Columbus, Ohio has been hit particularly hard financially by the pandemic. The city’s mayor joins us to talk about the challenges ahead as Ohio starts to reopen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Wall Street Selloff, Reopening Malls, and Musk “Downgrades” Tesla.
Stocks selling off after a historic month of April. Do investors simply have a hangover or is there real fear that the “new normal” as parts of America reopen is going to be really slow and take a really long time? We’ll take a closer look.Plus, text the store, wait in your car. That’s the new normal at one Detroit mall reopening with curbside pickup today. We’ll talk to the owner of that mall about how it’s going and how they plan to keep people safe.And, Tesla tumbles as Elon Musk goes on a tweet storm about the stock price. We have the details and what else the Billionaire had to say. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The Fed’s Money Moves, Apple’s Influence, and Small Biz Concerns.
The Fed is expanding its Main Street lending program to include more businesses and types of loans. But are the Treasury and the Fed taking enough risk to help the economy, and are we seeing that they may not be on the same page? We’ll take a closer look.Plus, as Apple goes, so goes the market. It sounds like an exaggeration but we’ll show you why it might not be.And, we’ll talk to a CEO whose company makes key parts for ventilators and says they’re getting hit, not just by the pandemic, but also by the ongoing trade war with China.. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Is the Rally for Real, Vindication for the Fed and The End of the Sharing Economy?
With the Dow climbing 500 points today, the market rally has started to broaden out beyond the FANG stocks… can investors trust this positive momentum? Two strategists weigh in.And with just minutes before the Fed’s interest rate decision, we take a look at why the problems with the Small Business Administration’s PPP lending system could vindicate the Fed for taking its time executing its stimulus plan. Plus, Lyft and Uber announcing massive layoffs. WeWork letting 100 people go at its San Francisco office and Airbnb lowering its valuation…could this pandemic bring an end to the sharing economy? We discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Consumer Confidence Crushed, The Street’s Only “Sell” Rating on Amazon and the College Cash Conundrum
Consumer confidence tanked in April, posting it’s second biggest drop ever. The CEO of The Conference Board tells us what steps need to be taken to revive the economy—and why things could be looking up.R5 Capital’s Scott Mushkin is the only analyst on the Street with a ‘sell’ rating on Amazon…what’s got him bearish about the tech giant.And Northwestern University was given $8.5m in federal aid from the CARES Act, NU President Morton Shapiro discusses the current challenges facing academia and why the college is returning the money.Plus, the CEO of Waffle House on the future of dining out as restaurants in Georgia reopen. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Wall Street vs. Main Street, from Disease to Debt, and the College Cash Crunch.
The S&P is now just 15 percent beneath its all-time high and 30 percent from the lows a month ago despite a pandemic that’s cost 26 million jobs. So is the stock market being too optimistic? We take a closer look at the disconnect between Wall Street and the real economy.Plus, after the disease come the debt. The U.S. is heading for a nearly 4 Trillion dollar deficit this year. How can things get back on track? We’ll explore.And, public colleges are losing millions in state funding across the country as state budgets take a huge hit. We’ll look at the ripple effect- including closures-this could have for years to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Write Off Earnings?, the Wild, Wild West of testing, and the Office of the Future
Many investors are writing off this earnings season due to the coronavirus but Mohamed El-Erian of Allianz says it’s very important. Who’s right? We debate.Plus, antibody tests are considered key to reopening economies but they are raising alarms. We speak to one expert who says it’s the wild, wild west out there.And, when workers finally return to work, the offices they return to, will likely look very different. We’ll tell you what kind of changes could be coming your way. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Potentially Bad News for Gilead, Oil Tanker Boom & Housing Shock Ahead?
Stat News reporting that the WHO posted the results of a drug trial in China that revealed Gilead’s remdesivir, an antiviral it had hoped could treat COVID-19, was ineffective. The news sent shares sinking…we talk to the reporter behind the story. And oil clawing its way back after its historic collapse earlier this week, the CEO of a tanker company joins with why that drop is a boon for his company. And new home sales falling sharply in March, Bank of America’s Michelle Meyer joins us with her near- and long-term housing forecasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Bounce Back, Roadmap to Reopen, Chipotle’s New Normal.
Stocks are rallying for the first time in three days thanks to a reversal higher in oil, earnings, and the Senate passing another massive relief package. But is it enough to keep these markets afloat? We debate.Plus, many companies will have to dramatically change the way they do business when economies reopen. One of our next guests advises companies on how to do just that after a crisis. She tells us what steps will be most critical to succeed in a “new normal.”And, strong digital sales helping Chipotle beat on earnings but profits were still down and the company suspending its guidance. CEO Brian Niccol joins us to talk about that and what kind of “new normal” he sees for his business, and his industry, ahead.. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Oil to -$100 per barrel?, Market Opportunities, and Help Needed.
The oil selloff continues and one of our guests says the worst it yet to come with -$100 per barrel a real possibility next month. We look at what that would do to an already battered energy industry.Plus, the crude collapse weighing on stocks today but it’s not all bad news. We look at some of the opportunities in the markets.And, they are some of the most critical workers needed right now but new nursing grads are facing a roadblock getting into the field. We’ll tell you why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The crude collapse, a retail reckoning and protest pressure
The May oil contract collapses, sending U.S. crude prices on track for their worst day ever. We explore what it means for the broader energy market, and the millions of workers who depend on the sector for their livelihoods.Plus, many retailers were already struggling BEFORE the COVID-19 crisis. But with even more bankruptcies on the horizon, what might the retail landscape look like after the lockdowns end? We’ll ask.And, workers across the nation are protesting Coronavirus shutdowns as unemployment soars, including in New Hampshire – but is it too soon to get back to work? We’ll ask NH Governor Chris Sununu. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Rally, The Big Reopening Debate, and Alexa, do I have Coronavirus?
Stocks are rallying today on hopes that Gilead’s Coronavirus treatment could be working. We have the details and whether investors can trust this rally.Plus, President Trump wants states to step up their testing but access to tests is still uneven. We have the latest from Washington and where things stand on the testing front across the country.And, more and more people are turning to technology for information on the coronavirus. We’ll have a look at the kind of healthcare questions Amazon’s Alexa is getting and the privacy concerns that come with it.. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Bevy of Bad News, Bail Everyone Out?, and Hitting a Ceiling
Stocks mostly slipping today as investors digest another day of awful headlines.Should we brace ourselves for another move lower? We’ll ask the experts.Plus, Billionaire Barry Diller says everyone should get a bailout but the government doesn’t agree. A look at why some of the big retailers can’t participate.And the CEO of Vista Bank says the night of April third was one of the most momentous in his bank’s 108-year history. He tells us why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Sell Off, Tech Takes the Lead, and Testing Access Inequities?
Stocks sell off after a swath of terrible economic news from retail sales to manufacturing. Is it time to hit the pause button on this rally? We debate.Plus, some of the biggest tech names have been big leaders this month. We’ll tell you which ones and whether the run can continue.And, how did every single resident on wealthy Fisher Island and their staff get an antibody test when many doctors and patients across the country still can’t? We have more on that controversial story. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Rally, The Reopening Debate, and Caught in the Middle.
Stocks are rallying but the latest Bank of America Global Fund Manager Survey is showing extreme pessimism. A look at why and whether you should be concerned.Plus, as the debate over reopening state economies continues, we look at when and how it could happen.And, with 3.5 million students preparing to graduate from universities around the country, we look at the heartbreaking challenges many of them could face. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
: The Good, The Bad & the Ugly, Tougher to get a Mortgage, and a big Tech Collaboration.
Stocks sell of as investors weigh virus concerns, the OPEC+ Pact and earnings ahead. We look at the good, the bad and the ugly and what it means for your money.Plus, it’s about to get harder to get a mortgage. We tell you why and what it means for the overall housing market.And, Apple and Google team up to track the virus. We look at how it would work and why not everyone is excited about the collaboration. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Fed’s new $2.3T Program, No Magic Wand, and it’s all about the Math!
Stocks rally as the Fed unleashes $2.3 trillion more to support the economy. There are some important new details on who’s getting help. We’ll break it down.Plus, Bill Gates says the economy won’t magically go back to “normal” when people return to work. A look at the challenges he sees ahead.And, unprecedented cuts in the oil market are necessary to bring stability to prices. Will we get them? It’s all about the math and we’ll take you through it. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks get a Boost, Small Biz Bailout, and the Streaming King.
Stocks rally as the government sounds slightly more optimistic on the spread of the virus, congress says more stimulus may be ahead, and some election uncertainty gets removed with Bernie Sanders suspending his campaign. So could the market be setting up for a bottom? We take a look.Plus, Treasury Secretary Steven Mnuchin says “the money will be there” as demand for loans explodes. The CEO of Paychex joins us with a look at the flow they’re seeing and advice for businesses who are waiting for funds.And, the competition may be growing but it appears that Netflix has a solid grip on the streaming viewership. Just how big of a lead do they have? We have the numbers. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Rally for 2nd Day, States swap Supplies, and Silicon Valley Layoffs.
Stocks rally for a second day but is it just a relief rally or the start of sustained gains? We debate.Plus, the fallout from the pandemic is impacting states in different ways.Some are turning to tech for help, and some are turning to each other. We’ll tell you what they’re doing and whether it’s working.And start-ups have not been immune to layoffs as companies look to rein in spending. We look at how hard Silicon Valley has been hit. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Massive Rally, a “Monumental Undertaking”, and the Zoom Backlash Grows.
Stocks rallying on hopes that the coronavirus may start to level off soon but efforts to flatten the curve are taking a toll on the economy. We look at where we are and what we can expect from here for the economy and the markets.Plus, Larry Kudlow calls the small biz loan program a “monumental undertaking”, as application volume soars. We look at what the process has been like for small businesses.And, shares of Zoom fall as the backlash against the company grows. New York City now banning the technology platform for its schools over security concerns. We look at what went wrong. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The End of Record Jobs Growth, Stimulus Rollout, and a Tipping Point for Energy.
The record-setting pace of jobs growth coming to an end today with more than seven hundred thousand jobs lost in March but today’s report doesn’t really capture the crisis yet. We look at what we can expect from here.Plus, today is the first day small businesses can request cheap government loans to get through the Coronavirus crisis but not everyone is able to get up and running today. We have the latest.And, one of our guests says it could take the oil market up to two years to recover from the damage done by this outbreak. We’ll ask him how much worse it could get before it gets better. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Record-setting jobless claims, a rally for stocks, oil surges and the race for a vaccine
New unemployment claims doubled to 6.6 million from last week's record-setting 3.3 million. We’ll explain what that means for workers and our economy.And, markets erased early losses on the back of a huge surge for crude oil. What does it mean as big energy CEOs head to the White House tomorrow? We’ll ask.Plus, Moderna is leading the way in the race for a COVID-19 vaccine. We’ll talk to its Chairman about research, funding and more. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Virus Worries Weigh on Stocks, Ramping up Testing Capacity, and a new Housing Reality.
A new month, a new quarter but the same volatile markets. One of our guests says there are opportunities popping up however that shouldn’t be ignored. He tells us where they are.Plus, one biotech investor’s bold idea to fix the Coronavirus testing crisis.And, borrowers are flooding servicers with forbearance requests and New York is asking for a rent freeze. We look at the new housing reality. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A quarter to forget, economists slash GDP forecasts again, social distancing working?, and air travel plummets
The Dow is set to close out its worst first quarter ever. What can investors expect as we head into Q2 and beyond? We’ll ask.A number of firms are slashing their second quarter GDP forecasts even further. We ask J.P. Morgan’s Chief Economist why he just dropped his estimate by an extra 11%, and what it means.Plus, new data from Kinsa shows that fevers – a leading indicator of COVID-19 infections – are dropping across the country as social distancing measures take effect.And, some eye-popping numbers from the TSA show Americans are taking sheltering in place seriously. We’ll explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
50 million Job Losses Ahead?, Oil Plunges, Promising Vaccine News, and the Fed’s unintended Mortgage Mess.
New data from the Federal Reserve suggests the coronavirus could lead to nearly 50 million job losses and an unemployment rate of 32%. We look at the potential fallout for the markets and the economy. Oil drops below $20 a barrel overnight. This as world demand is forecasted to plunge 20% from last year. Are bankruptcies inevitable at this point? We’ll ask.Plus, shares of Johnson & Johnson higher on news that the company could have a vaccine ready in record time. Abbott Labs announcing some positive news of its own. We get you caught up with all the latest drug headlines.And, the Fed’s effort to help the mortgage market could end up having the opposite effect. We’ll tell you why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stocks Tumble, House Passes Historic Stimulus, and College Chaos.
The House passes the $2 trillion relief package. We look at what’s in it for small businesses…who’s eligible, how much they would get, and the kinds of strings attached.Plus, Vice President Pence says market fundamentals are strong but are they strong enough to get us bouncing back? We debate.And…the college admission process has been turned on its head as students are forced off campus, sports are canceled and the future of international students is in doubt. We look at the ripple effect that’s having. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Jobless Claims soar, a new Covid-19 test, and a new threat to malls.
Jobless claims jump nearly fivefold from the record set in 1982, and Fed Chair Jay Powell says “The Fed is not out of ammunition.” We look at what that all means for the markets and the economy.Plus, a new test is making its way to the U.S. that can not only detect Covid-19 but also 20 other infections with similar symptoms. The CEO of the company that makes it joins us next.And, more and more restaurants telling their landlords they won’t be able to pay the rent come April 1st. A look at the impact that could have on already struggling malls. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Stimulus Rally, Cracks in the Real Estate Market, and Big Bullish Calls.
Stocks are taking off as a historic stimulus bill gets closer to being the law of the land. We have the latest on where things stand and what’s actually in the bill.Plus, the real estate market is showing cracks already and the new stimulus bill could turn the residential mortgage market upside down. We’ll tell you why.And, from chocolate to cheese to fries… some bullish sentiment on Wall Street on some consumer names. We’ll tell you who they are. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Massive Rally, Electronic Home Closings, and a 30% Drop in Q2 GDP?
A massive rally on Wall Street on hopes for a stimulus plan but can this rally be trusted? We look at where you can find safety in the markets amid the volatility.Plus, Morgan Stanley sees a 30% drop in second quarter GDP. The Bank’s Chief U.S. economist tells us why and what else we should be bracing for.And, social distancing is taking a toll on the housing market with thousands of refis and home sales in jeopardy. To work around this, some senators have introduced a bill that would make closings electronic. We have the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Larry Kudlow bets on America, could oil go negative?, and some bullish calls amid the downturn.
Larry Kudlow says the government will do whatever it takes to keep the economy going. What he’s suggesting and why he says you should stay in the market.Plus, one oil veteran says he wouldn’t be surprised to see crude oil go negative. Is he right? We debate.And, some analysts are seeing buying opportunities in the wake of the market plunge. We’ll tell what stocks they are bullish on. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The rally that won’t hold, the politics get harder, small caps – big hits, some companies are hiring, and Senator Kelly Loeffler defends her stock sales.
The economic outlook gets weaker – just how low will we go? Will part three of Washington’s coronavirus bill stand a chance?A deep dive into the downturn in small caps with the Jefferies lead portfolio manager. Senator Kelly Loeffler of Georgia defends the stock sales that’s drawing all the wrong kind of attention. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Recession Forecasts, Oil Rebounds, and no bottom in sight for airlines.
JPMorgan forecasting a big recession ahead. We’ll talk to the bank’s chief economist about just how bad he thinks it’s going to get.Plus, Oil rebounding today after plunging to its lowest level since 2002. We look at where the price of oil could go from here.And, American Airlines CEO Doug Parker says this is the worst crisis he’s ever seen and a federal aid package will only go so far. We have the details. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Exceptional Buying Opportunity?, Boeing’s Worst Month Ever, and Casino Crushed as Vegas Shuts Down.
Legendary investor Bill Miller says there have been 4 great stock market buying opportunities in his lifetime. This is the 5th one, and he tells us what areas of the market look particularly attractive right now.Plus, Boeing is on pace for its worst month ever and asking for $60 Billion in federal aid. We have the latest and what it all means for Boeing’s future.And, Casinos lower again after the Nevada Governor ordered a 30-Day state-wide shutdown. We look at what that will do to Casino operators’ bottom line. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Stimulus Progress, Restaurant & Retail Pain, and a potential Coronavirus Breakthrough.
Another whipsaw day for Wall Street with the Dow soaring as the Fed and the White House step in to calm investors. Is it enough to keep the economy going and spark a turnaround for the markets? We discuss.Plus, “it will get worse”, that’s what one of our guests is saying about the retailers. From the stocks best and worst positioned to the retail credit crunch, we’ll have more on the fallout for the sector.And, Regeneron says it aims to have a potential Covid-19 drug ready for clinical trials by early summer and it’s not the only Biotech company working on ways to fight the pandemic.We’ll talk to Johnson and Johnson’s chief of research about what his company is doing. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Markets in Turmoil, Retailers closing stores, and Netflix may not be Coronavirus-proof.
Stocks sinking again as action from central banks around the world fails to re-establish investor confidence. So did the Fed not do enough or was it not the right kind of help? We debate.Major retailers are closing stores and reducing hours, putting more pressure on an already stressed sector. We look at who’s shutting down and who could end up shutting down for good.Plus, Netflix may not be as coronavirus-proof as you may think. We’ll tell you why. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
A Market Rally, What Washington Needs to Do About Coronavirus, and the Housing Market Hit
Stocks rallying after central banks around the world injected liquidity into the financial systems, is this the boost markets need to stabilize? We discuss.A former IMF official lays out his plans to boost the economy.And homebuilding stocks fall as rates go lower, but that’s not the only risk to the housing. Coronavirus has already impacted the market…we get a read across the country. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.