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The Exchange

"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.

business investing

All Episodes

00:43:48

January Rate Cut, Pain & Opportunity, and In the Fast...

The Exchange ·

2023/12/27

Don’t count out a January rate cut, according to one of our guests. He’ll tell us what has to happen for the Fed to pull the trigger, and what it means for the market rally if things don’t pan out that way. Plus, a trillion dollars in commercial real estate loans are set to mature by the end of next year. We’ll speak with one private credit player who says the motto for landlords is “Survive until 2025.” And Tesla’s seeing some real competition from Chinese EV maker BYD, and while shares are

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00:44:12

Triggering the Fed Pivot, Big Biotech Buyouts, and...

The Exchange ·

2023/12/26

We’ve got the results of the final 2-year note auction of the year and the one key data point our market guest says will finally trigger the Fed pivot. Plus, a pair of big biotech buyouts today, including one pharma giant striking its second multibillion-dollar deal in less than a week. We’ll look at whether more M&A is on the way. And with tech stocks on track to post their best year since the turn of the century, can they avoid a sharp correction after their massive run? We’ll debate.

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00:44:11

The Tech Names ARK’s Cathie Wood is Buying Now, Two...

The Exchange ·

2023/12/22

ARK Invest’s Cathie Wood reveals the stock she’s adding back to her portfolio, along with a few other names she’s betting on for the long-term. Economist Tom Porcelli tells us why Fed rate cuts are coming sooner than later…and why two percent is too late. Plus, Insulet shares have climbed 35% since an upgrade at Jeffries. We’ve got the med tech name that analyst says is poised to run in 2024.

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00:44:54

The Exchange 12/21/23

The Exchange ·

2023/12/21

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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00:44:47

Timing the Cuts, Office Opportunity? and Overseas...

The Exchange ·

2023/12/20

Rate cuts are coming – and they’re coming fast. That’s been the theme out of Wall Street so far this week, but one of our guests sees it differently. He’s not expecting a cut until the fourth quarter, but he does however see a significant slowdown ahead. Given what we just heard from FedEx, could he be right? He joins us to make his case. Plus, the office sector has been hit hard by higher rates, but one analyst says it’s also been given a rare opportunity. He joins us with what he means by that,

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00:44:01

Recession Inevitable?, Pivot Positioning, and...

The Exchange ·

2023/12/19

The toothpaste is out of the tube and a recession is coming, our economist says. She’ll make her case and look at the path forward for the Fed. Plus, how should investors position for a possible Fed pivot? Ariel Investments’ Charlie Bobrinskoy joins with his take on the value trade. And we’ll speak with Coinbase CEO Brian Armstrong about the recent crypto rally, the regulatory environment, and what a potential bitcoin ETF would mean for his company.

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00:44:04

Premature Pivot, Cheap but Controversial, Fade These...

The Exchange ·

2023/12/18

Goldman Sachs says rate cuts are coming, but Fed officials are pumping the brakes on that rhetoric. Jefferies chief market strategist David Zervos tells us why Fed Chair Powell needs to tread carefully from here. Plus, our market guest has two areas of this rally that he says are still cheap, though one of them is quite controversial. And Carter Worth joins us with the two trades he’s fading into the end of the year.

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00:43:00

Catalysts Trump Concerns?, “Screaming Buys?” and...

The Exchange ·

2023/12/15

It’s been a record-setting and head-spinning week for markets as the Dow hits new all-time highs. But this morning, New York Fed President John Williams warned not to get too carried away with rate cut hopes. We’ll ask our market guests what they make of his comments, and what the trade is from here. Plus, two screaming buys for 2024 that may surprise you – India and Bitcoin. One of our guests says they’re having more than just a moment. He’ll join us to make his case. And, if you’re worried you

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00:43:19

Full Steam “A-Fed”, Short Signals, Real Estate...

The Exchange ·

2023/12/14

The Dow is at a record high, while the S&P and Nasdaq are at 52-week highs, but did the Fed actually give Wall Street the “all clear?” Our economist isn’t convinced. Plus, the most heavily shorted S&P stocks are also up double-digits this month, and one equity strategist says that’s a major warning sign for the market. And mortgage rates are back below 7 percent for the first time since May. We’ll look at whether we’re on the brink of a major turning point in real estate.

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00:38:53

Countdown to the Fed Decision 12/13/23

The Exchange ·

2023/12/13

One hour until the Fed’s decision on interest rates. What will the market be watching for from Chair Powell’s statement, and will stocks hit all-time highs as a result? We’ll get you ready for the decision and look at how to position.

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00:43:20

Soft Layover, Building Out Gains, Healthy Holiday...

The Exchange ·

2023/12/12

24 hours until the Fed Decision, and one economist says we’re already in a soft landing. She’ll join us to make her case. Plus, builders have proven resilient amid a challenging housing backdrop. The CEO of Tri Pointe Homes joins us with his view on the industry heading into next year. And Morgan Stanley just wrapped up its big consumer and retail conference. The firm’s lead analyst is here to tell us how to position in retail.

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00:45:10

Cut Timeline, Red(Stone) Alert, and Retail vs. Real...

The Exchange ·

2023/12/11

This week’s big market-moving events should shed some light on when the Fed’s first rate cut could come. We’ll look at which data point you should be watching the closest. Plus, Shari Redstone reportedly in talks to sell a controlling stake of National Amusements. We’ll debate why now, and to whom. And Macy’s shares are surging on a buyout offer, but are the buyers more interested in the retail or real estate side of the business?

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00:43:57

Goldilocks Jobs Report, Beating the Market,...

The Exchange ·

2023/12/08

If you thought today’s jobs number was good, there’s another key number that could be even more important for “soft landing” hopes. We’ll reveal it and dig into the data. Plus, we’ll speak with one money manager whose fund is beating 99% of its peers, and ask which names are helping her beat the market. And California is in the midst of a land grab with some of the biggest names in tech taking over the state’s central valley. We’ll tell you what they want to build and where the backlash is coming

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00:45:38

Bond Voyage?, High-Flyer, Building on Gains? 12/7/23

The Exchange ·

2023/12/07

Bond yields have plunged in recent weeks, but our market guest says not so fast and expects the 10-year to hit 5.5% next year. He’ll make his case and explain why he’s staying in the “no landing” camp on the economy. Plus, one airline supplier is nearing an all-time high, and is uniquely positioned to benefit from the travel rebound. The CEO joins us for an exclusive. And the Street’s #1 homebuilding analyst is out with his 2024 forecast, saying a very specific group of stocks is poised to

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00:43:58

The Exchange 12/6/23

The Exchange ·

2023/12/06

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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00:44:53

Cut Timeline, Drugs & Bots, Rom-Com(merce) 12/5/23

The Exchange ·

2023/12/05

The labor market is showing slack, but when will be enough for the Fed to start cutting rates? We’ll ask Nationwide’s chief economist. Plus, CVS is going to change the way it prices prescription drugs. CEO Karen Lynch joins us exclusively with the details. And Walmart is launching a shoppable show, calling it “Rom-Com-merce”, but will it actually draw viewers? We’ll debate.

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00:45:01

What’s Driving the Rally?, Trillions to Tap, Kings of...

The Exchange ·

2023/12/04

Gold is at all-time highs, bitcoin is at a 20-month high, but the “Magnificent 7” are underperforming. We’ll look at who’s really in the driver’s seat of this market rally. Plus, homeowners are sitting on trillions in equity, but it’s too costly to borrow…. for now. And Morgan Stanley says it’s Amazon and Walmart’s world, and we’re just living in it. The analyst joins us to make his case, and what it means for the retail landscape this holiday season.

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00:42:41

Soft Landing at Risk?, Stream Team?, and 3 Buys & a...

The Exchange ·

2023/12/01

Stocks are up and bond yields are down. The S&P 500 back to levels last seen in July after Fed Chair Jay Powell said "uncertainty over the economic outlook is unusually elevated," and signaled Fed officials are done hiking. Our market guest is still bullish but also wary of the headwinds, including the one we got today: U.S. Manufacturing is still shrinking, and by more than expected. We look at this tug-of-war in stocks between weak data and a dovish Fed. Plus, a stream dream team? Two rivals

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00:45:05

The Exchange 11/30/23

The Exchange ·

2023/11/30

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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00:43:11

The Exchange 11/29/23

The Exchange ·

2023/11/29

Listen to the day's top stories, the must reads & a whole lot more for today's modern investor.

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1,599 results

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