Podcast Episodes

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…

3 years, 2 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…

3 years, 3 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…

3 years, 3 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…

3 years, 3 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…

3 years, 3 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.

3 years, 3 months ago

The Fed’s Dilemma, Bitcoin’s Big Moment, and Red Flags Ignored? 3/20/23

The latest FOMC meeting is set to kick off tomorrow. Will they hike, or will they pause? Are there even any good options here, as questions on the he…

3 years, 3 months ago

Why Pivot Talk is “Rubbish,” Muni Bond Red Flags, and the Bearish Options Signals 3/17/23

Jefferies’ David Zervos says despite the financial instability, the Fed will continue to tighten. He tells us why the talk of a pivot is “rubbish.” F…

3 years, 3 months ago

The Fed’s Next Move, The Banks & Housing, And a Capital Infusion for First Republic? 3/16/23

The European Central Bank going full steam ahead despite global banking turmoil….so did the ECB just set the tone for the Fed next week? We look at w…

3 years, 3 months ago

The SVB Fallout Continues 3/15/23

Another day of banking concerns is dragging down markets. Credit Suisse appears to be the latest bank on the brink, as the Saudi National Bank says i…

3 years, 3 months ago