The Exchange

It’s an ugly picture playing out in the markets today, as concerns grow over the future of Ukraine. The Dow is falling about 2%, while bank stocks are sinking due to plunging bond yields. We’ve got all the angles covered, and will bring you the latest details as they develop. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of perso...

Kelly explains why the fight against inflation could leave even bigger economic scars than imagined. 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 two weeks until the Fed’s rate decision, Kelly sits down with JPMorgan’s Chief U.S. Economist Mike Feroli to discuss whether 3% inflation is really a bad thing, where inflationary pressures are now coming from, the crucial economic data to watch, and how the Ukraine invasion could impact the Fed’s timeline. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for informa...

Stocks are falling but well off the lows of the day, as traders say the drop in real yields is making growth stocks attractive again. We’ll tell you how to react. Plus, the U.S. & EU continue to tighten sanctions on Russia despite peace talks being held today. We’ll look at the fallout from forcing Russian banks off of SWIFT. And, we’ll speak with the head of a top Nat Gas producer about potential...

Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He’ll join us to explain why. And, could the Ukraine crisis derail the Fed’s tightening plan? We’ll speak to John Taylor w...

Stocks gave up their early gains, as Ukraine appears to be the victim of a cyberattack. The S&P is now within 1% of its January intraday lows. Are those lows safely in, or not? We’ll explore. Plus, as more sanctions get issued on Russia, we’ll speak with an expert who has one key thing the West should watch for. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade...

Stocks are falling as the White House is now calling Russia’s actions in Ukraine an invasion. But we’re seeing a big reaction in oil & energy, despite the future of a major gas pipeline in Europe hanging in the balance. We’ve got all the market angles covered, and will bring you to the White House live with President Biden expected to speak any moment. Hosted by Simplecast, an AdsWizz company. See...

Kelly explains why it’s too soon to assume the crisis in Ukraine will change the Fed’s plans to hike interest rates. 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 heading for their second straight down week, as the Russian threat to Ukraine hangs over the market. How should you prepare as we head into this three-day holiday weekend? We’ll ask the experts. Plus, are high prices and low inventory going to slow the red-hot housing market to a halt? We’ll ask the CEO of Realogy. And – one trader, four stocks. Danielle Shay of Simpler Trading jo...

The Street is still getting more hawkish on the Fed, with J.P. Morgan now upping its forecast to 7 rate hikes this year. We’ll talk to their economist about why, and whether a Ukraine crisis would deter the central bank’s plans. Plus, stocks are in the red again after President Biden said the threat of a Russian invasion of Ukraine is “very high.” We’ve got the latest details. And, in today’s Earn...

Inflation numbers continue to come in red hot, with the latest Fed minutes just moments away. We’ll speak with the man who called for 7 rate hikes this year, and ask if he’s sticking to that forecast. Plus, stocks are falling once again after NATO said Russia is actually putting more troops near the Ukraine border. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the tr...

Kelly explains why the Fed needs a new playbook to fight inflation. 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 as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ll speak with an expert who says $120/barrel could still be on the horizon. And, in today’s Earnings Exchange: we’ll giv...

The Fed faces a challenge unlike anything Kelly’s seen before. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

St. Louis Fed President James Bullard says the Fed needs to “front-load” tightening, and it’s credibility is now on the line. But one key data point just showed a *tiny* bit of breathing room on the inflation front. We’ll explore that and what it means for stocks. Plus, it’s not just inflation – the supply chain has struggled from overwhelming demand too. The CEO of PGA Tour Superstore joins to te...

Kelly explains why the economy is running too hot for the Fed’s liking 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.

Kelly explains why it’s not worth sounding the alarm on the flattening yield curve just yet. 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 being called the earnings season that reshaped Tech, and the “Dean of Valuation” joins us with the names he likes now. Plus, we’ll speak with the CEO of an under-the-radar mortgage company that actually *benefits* from rising rates. And, Simpler Trading Director of Options Danielle Shay joins us for “3 Buys & A Bail” – and you won’t believe the names she’s bailing on today. Hosted by Simpleca...

Kelly sits down with Drew Elliott, the man behind "viral" hits like Kim Kardashian's famous Paper magazine cover from 2014. He shares his insight about how all brands and companies can grow their internet presence today--even ones that are less visual than MAC Cosmetics, where he is now global creative director. He talks about how brands have become networks, why being on TikTok is so important, h...

Inflation came in way higher than expected today, and now economists are scrambling to catch up amid the biggest surge in 40 years. And we’re starting to see markets price in upwards of 6 rate hikes this year. We’ve got the latest data and what it means for markets. Plus, car prices have soared to unimaginable levels over the past year. But are they starting to turn for the better? We’ll speak wit...

In today’s show we check in with legendary investor Bill Miller. We’ll get his thoughts on markets, the Fed, inflation, crypto & more. Plus, we’ll give you an under-the-radar reopening play that’s not a cruise line or travel company, but may still have plenty of pent-up demand. And, in today’s Earnings Exchange: we’ll bring you the story, the action and the trade in Uber, Disney and Twitter with r...

The 10-year yield is closing in on 2% for the first time in nearly two years, while experts brace for another 7% CPI print tomorrow. We’ll look at why stocks are rallying in the face of all of this. Plus, Pfizer shares are dropping after earnings, falling short of forecasts despite surging vaccine revenues. We’ll speak to the CEO about all of it. And, in today’s Earnings Exchange: we’ll bring you...

It’s a new week, and we have a new set of challenges facing investors – mainly from the Federal Reserve. We’ll talk to David Zervos as yields hover at the top of their recent range, and as we await the CPI report later this week. Plus, Frontier is buying Spirit Airlines in a $6.8 billion deal. Will more – and bigger – airline M&A deals be next? We’ll explore. And, in today’s Earnings Exchange: we’...

After this morning’s strong jobs report, the question now is: how many rate hikes from the Fed? We have brand new data which might surprise you. Plus, crude is spiking again, now above $92 per barrel. We’ll look at the impact $100 could have on the economy, if it gets there. And, we’ll bring you a Friday edition of “3 Buys and a Bail” after some of the wildest stock moves we’ve ever seen this week...

Kelly sits down with two very familiar faces to CNBC viewers: Jon and Pete Najarian. They discuss how they made their ways into the NFL, then wound up in the Chicago trading pits. Jon and Pete reveal the ups and downs in their careers, their thoughts on recent NFL controversies, and how they put made “unusual activity” their signature. Hosted by Simplecast, an AdsWizz company. See https://pcm.adsw...