"The Exchange" on CNBC is a one-stop shop for the day's top business stories, along with breaking news and the must-see market movers heading into the back half of the trading day. This newsroom-based program also features lots of original reporting, in-depth conversations and showcases CNBC's award-winning investigative work. "The Exchange" has all that plus "Rapid Fire," our innovative, reporter driven roundtable – which is a discussion of some of the day's most interesting, unusual and at times controversial topics. This series gives today's modern investor the day's top stories, the must reads & a whole lot more.
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The longer the Fed waits to cut, the more they risk that something breaks, according to Moody’s chief economist Mark Zandi. He’ll join us to make his case, in light of today’s PCE inflation data. Plus, Digital Realty’s CEO joins Kelly on the heels of their quarterly results with what’s driving demand for data centers. And weakness in China is one of this earnings season’s big themes, but our market guest says that presents a buying opportunity for investors.
Episode • 26 July 2024 • 44m and
Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.
Episode • 25 July 2024 • 43m and 45s
The Nasdaq having its worst day of the year, as Tesla and Alphabet results disappoint. But bitcoin is moving higher, and we’re joined by VanEck’s head of digital assets research who’s making the case for $2.9M by 2050. And Wall Street’s #1 homebuilding analyst is here with his view on the builders as new home sales hit the lowest level of the year.
Episode • 24 July 2024 • 46m and 36s
We're in an early bull market, but one of our guests says it's the most unloved bull market she's seen in her career and that presents a lot of opportunity. She’s also a Tesla shareholder and says it's a stock you buy in times of chaos. With earnings on deck, is this one of those times? And is a credit card backed by your home equity line of credit a great innovation or risky business? We have the details ahead.
Episode • 23 July 2024 • 43m and 59s
More Democrats are coming out in support of Vice President Kamala Harris. We take a look at what’s next, how it’s changing Team Trump’s strategy, and whether it should change your market strategy. Plus, just last week Strategas’ Dan Clifton told us this is the most investable election in his professional career. Is that still the case, or is he reshuffling election baskets? We check back in with him. And tech is rebounding after last week’s massive rotation into small caps. So does this mean the bounce-back is over? We discuss.
Episode • 22 July 2024 • 44m and 21s
Former President Trump is accepting the GOP nomination as pressure builds for Pres. Biden to drop out of the race. We’ll get the latest from Washington and hear from two experts on each side of the aisle about what could be next. Plus, our market guest is using history as a guide and positioning for gains he sees ahead in the small caps. And Crowdstrike is plunging in the wake of today’s global IT outage. We’re tracking the ripples being felt across tech, banking, and airlines.
Episode • 19 July 2024 • 43m and 30s
We’re in the midst of a massive, violent rotation from tech to small caps, but is this a sign that stocks are broadening out or are markets breaking down? Plus, Strategas’ Dan Clifton says this is one of the most investible elections he’s seen in his career and joins us with the stocks to watch ahead of November. And Netflix is on deck to report quarterly results, with options implying a 7% post-earnings move. We’ll look at how to position ahead of the print.
Episode • 18 July 2024 • 44m and 16s
Our market guest says there are two catalysts breaking growth momentum and tells us how he’s taking advantage of the value trend. Plus, there’s one trade our analyst says will work regardless of who becomes president. He’ll join us with the theme and stocks to own. And we’re talking Blackstone, DR Horton and Domino’s Pizza in Earnings Exchange.
Episode 11 • 17 July 2024 • 43m and 52s
Wall Street reacts to former President Trump choosing Sen. JD Vance as his running mate. We look at the implications for the market, the green energy landscape, and health care. Plus, investing opportunities in China, India, and Europe are becoming more attractive to investors. We’ll look at where the biggest risks are. And small-cap stocks are on a historic winning streak, and our market guest thinks they could continue to lead the market for the rest of the year.
Episode 10 • 16 July 2024 • 47m and 6s
Fed Chair Powell says more progress on inflation is needed, but if the Fed waits for inflation to get to 2% to cut, it’s too late. Jefferies’ chief market strategist David Zervos joins us with his first take. Plus, we’ll get a live report from Milwaukee as the RNC kicks off and UVA’s Larry Sabato’s reaction to the failed assassination attempt on former President Trump.
Episode • 15 July 2024 • 50m and 4s
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