Podcast Episodes
Back to SearchFed vs. The Market, State of Housing, and Reworking Retirement? 12/21/22
Stocks are getting a lift from better-than-expected earnings today. Consumer confidence also beat expectations. But housing is stuck in a deep freeze…
3 years, 3 months ago
Jolt from Japan, Count on the Consumer?, and Shipping & Shoes 12/20/22
Investors got an early morning shocker from Japan. We’ll explain why it has rates climbing globally, and whether or not it means central banks are lo…
3 years, 3 months ago
From the Desk of Kelly Evans: Do you wait for the labor market to soften...or not? 12/19/22
Kelly explains why the Fed has a difficult balancing act ahead in 2023.
3 years, 3 months ago
Tech Turnaround?, Wining Ticket?, and “Chart of the Year” 12/19/22
We’re kicking off a new week with stocks trading a bit heavy. The Nasdaq is down more than 1% today, and 30% this year. But we’ll hear from one inves…
3 years, 3 months ago
From the Desk of Kelly Evans: The "white collar" recession 12/16/22
Kelly explains why a recession could actually be better for so-called “blue collar” workers than others.
3 years, 3 months ago
What the Fed Needs to Do, The Witches Come to Town, and a Discounter's Affluent Bet 12/16/22
While inflation may be cooling, one top economist sees a bigger problem the Fed needs to tackle to get the economy back on track. The biggest options…
3 years, 3 months ago
From the Desk of Kelly Evans: There Is An Alternative 12/15/22
Kelly explains why for the first time in a long time, the “TINA” trade is offering real returns.
3 years, 3 months ago
Market Sell-Off, Airlines Ready for Takeoff?, and Office Space 12/15/22
It’s an ugly day for stocks, as the hawkish Fed was followed by bad data on retail sales & manufacturing. As the disconnect between the Fed and marke…
3 years, 3 months ago
Countdown to the Fed 12/14/22
We’re just an hour away from the latest Fed decision on interest rates, and markets are expecting a half-point hike. But will it seal the deal on a r…
3 years, 3 months ago
What’s next for the Fed? 12/13/22
The Dow was flying high after today’s cooler-than-expected CPI report first came out. But it’s now turned negative, giving up a more than 700 point g…
3 years, 3 months ago