Podcast Episodes

Is the Coast Really Clear?, Options Market Tea Leaves, and End of the ‘Safety Trade’? 3/30/23

Inflation overseas is falling sharply. The Nasdaq is up 20% from its lows. And oil is popping 6% this week. Is the market giving us the “all clear” s…

2 years, 9 months ago

From the Desk of Kelly Evans: We are SO not out of the woods 3/30/23

Kelly explains why rosy data doesn’t mean we’ve avoided a looming economic downturn.

2 years, 9 months ago

Anatomy of a Bank Run, Bigger is Better?, and Stocks vs. Bonds 3/29/23

It’s Day 2 for bank regulators on Capitol Hill. The biggest revelation so far? $100 billion was about to leave Silicon Valley Bank in a single day.

Th…

2 years, 9 months ago

Bank Regulators on the Hot Seat, A Bank for Gen Z?, and Dethroning King Dollar 3/28/23

Bank regulators are in the crosshairs of lawmakers who want answers on Capitol Hill today. How could Silicon Valley and Signature Bank fail so fast? …

2 years, 9 months ago

Banks Boost, Short Duration = Big Gains?, and SVB Collapse Hearing On Deck 3/27/23

More bank backstops came to light over the weekend, as U.S. officials reportedly considered expanding an emergency bank lending program.  First Citiz…

2 years, 9 months ago

Bank Risks & Ripples: What the Fed Needs to Do and the Impacts on Autos, Clean Energy & Crypto 3/24/23

FT’s Gillian Tett says there won’t be a quick resolution to the current bank woes…and the Fed is not to blame. 

The SEC recently warned Coinbase of se…

2 years, 9 months ago

Done Raising Rates?, Health of Housing, and TikTok on the Hot Seat 3/23/23

Markets are rebounding on hopes that the Fed could be done raising rates. But would that mean they expect more pain ahead in the banking sector? We’l…

2 years, 9 months ago

Walk Up to the Fed Decision: A Hike, A Pause or a Pivot? 3/22/23

Kelly’s Power Lunch co-host Tyler Mathisen joins us for a special Fed Edition of The Exchange an hour before Powell and company’s rate decision. 

Bank…

2 years, 9 months ago

Hike, Pause or Pivot? Time to Strip the Fed? And Russia’s New Lifeline? 3/21/23

The highly-anticipated Fed meeting kicks off today and we’ll get you ready for all three possible rate scenarios--a hike, a pause or a pivot—and tell…

2 years, 9 months ago

From the Desk of Kelly Evans: Deflation--Not Hyperinflation--Is The Real Risk Here 3/20/23

Kelly explains what the biggest risk to the Fed’s balancing act really is.

2 years, 9 months ago