The Exchange

Epizódok

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  Stocks at Record Highs, The Bullish Case for Bonds, and NYC’s AI Safety Push 10/6/26 06.10.2026 43p

  What’s in store for the fourth quarter as the S&P and Nasdaq both hit record highs. Parametric’s Nisha Patel makes the case for adding duration risk, despite volatile rates. Plus, the NYC Council Speaker says senior leadership from the likes of OpenAI and Meta were unable to answer the most basic questions posed to them at a recent AI hearing.
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  A New Normal, From Wall Street to Y’all Street, and “Net” Bets 10/5/26 05.10.2026 43p

  Economist Stephanie Roth argues 5% rates aren’t restrictive. Why companies like Sunoco and Dillard’s have moved their listings to the Texas Stock Exchange. Plus, our trader bets on the “NET” names in Q4.
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  A Jobs Jolt, Mayer’s New Venture, and Can Nike Pick Up the “Pace”? 10/2/26 02.10.2026 44p

  The economy added fewer jobs than expected in September--we have the first reaction from newly minted Labor Secretary Keith Sonderling, as well as what it means for the path of interest rates. Former Yahoo CEO Marissa Mayer on her new AI startup. Plus, Nike tries to revive its turnaround strategy.
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  Under-the-Rader AI Plays, Housing Shift, and Sneaker Softness 10/1/26 01.10.2026 44p

  Three beaten-down small cap AI names that are ripe for the picking, according to Federated Hermes’ Stephen Denichilo. Is real estate about to become a buyers’ market? Plus, ahead of earnings, Needham says Nike’s path of least resistance is likely the downside.
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  The Federal Reserve: a Renovation Report, an Inflation Tracker, and a Tale of Espionage 9/30/26 30.09.2026 44p

  Fresh this hour, the Federal Reserve’s independent watchdog finding no evidence of criminal wrongdoing or of administrative misconduct in its building renovations. The Fed’s favorite inflation gauge cools more than expected in August. Plus, how Chinese spies used love and betrayal to target the institution.
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  Inside Man: How Chinese Spies Used Lies, Romance and Betrayal to Target the Federal Reserve 30.09.2026 21p

  One week after a friendly summit between Chinese President Xi Jinping and U.S. President Donald Trump, CNBC details an aggressive plot by China to infiltrate one of the United States’ most important institutions: the Federal Reserve. This explosive documentary delves into the incredible saga of a Chinese spy's effort to obtain secrets from the inner confines of the US top bank. It's a tale of sex, money, deceit and betrayal that put some of the country’s vital economic and financial secrets at risk. With exclusive access to new documents, audio, photos and text messages, CNBC's Senior Washington Correspondent Eamon Javers uncovers the story of former Fed economist John Rogers and a Chinese spy posing as an economics student who he befriended in 2013. “Inside Man” is a spy story at the heart of the competition for global economic dominance, posing the question of whether Rogers was a spy himself or an unwitting dupe. Watch the full documentary, read the article and explore excerpts from Rogers’ text message history here: cnbc.com/insideman
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  OpenAI’s Dev Day and A Shift for College Sports? 9/29/26 29.09.2026 46p

  All the news from OpenAI’s Developer Day as Sam Altman takes the stage. Plus, the Senate advances a bill that could re-shape the lucrative name, image, and likeness (NIL) deals for student athletes.
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  Nvidia’s Security Push, Consumer Conundrum, and the Diesel Divide 9/28/26 28.09.2026 43p

  Nvidia launches an AI security platform to contain AI agents. Bank of America says the consumer spending is still growing, but buyers are getting choosier. Plus, why a diesel export ban could push gas prices even higher.
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  Rate Hike Regret, Iran Negotiations, and Mortgage Mayhem 9/25/26 25.09.2026 43p

  The so-called “Bond King of Texas” says the Fed made a mistake hiking rates. Stocks pop and oil prices sink on reports U.S.-Iran talks have entered the technical stage, but Helima Croft, who served as a commodities analyst at CIA, says seemingly nothing has truly shifted in negotiations. Plus, are mortgage rates above 7% the new normal?
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  Navigating Rising Rates and the Trump-Xi Summit 9/24/26 24.09.2026 43p

  Long-term yields above 5% present a good deal of “shock value” to the markets, but are likely over-rated as a driver of the economy, according to CIO Group’s Steven Wieting. Utilities under pressure amid those rising rates, and trader Jeff Kilburg is going bargain hunting. Plus, AEI’s Derek Scissors says the pageantry around Chinese President Xi’s first state visit in 11 years is setting the stage for a political clash between President Trump and other members of the GOP.
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  Yields Jump, A High-Stakes Visit, and Lefrak’s Real Estate Warning 9/23/26 23.09.2026 44p

  Yields, and rate hike expectations, climb on strong manufacturing data. With President Trump pushing back on creating a global entity for AI oversight, will a visit from Chinese president Xi Jinping’s be more show than substance? Plus, legendary real estate developer Richard LeFrak’s warning amid higher rates.
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  Inspiring the AI Trade, Peloton Product Launch, and Muni Bonds to the Rescue? 9/22/26 22.09.2026 43p

  Meta’s Muse is a hit with Main Street, but is the next phase of AI enough to keep the trade alive on Wall Street? Peloton launches a new suite of products. Plus, how muni bonds are coming to the rescue when it comes to climate disasters.
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  AI Stocks Rally, Meta’s Muse Moment, Nike’s Swoon 9/21/26 21.09.2026 44p

  The Nasdaq is climbing 2% as semiconductors and tech stocks rally. Meta having its third-best month on record amid investor optimism about its Muse personal agent app. And we look at whether Nike is nearing a bottom, as shares hit a 12-year low
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  Nvidia Too Cheap to Ignore?, AI Safety Debate, Apple’s iPhone Launch 9/18/26 18.09.2026 44p

  Our market guest’s favorite big AI name used to be Microsoft but now says Nvidia is too cheap to ignore. Plus, the AI safety debate is heating up in Washington and across the country. And the iPhone 18 Pro and Pro Max are launching today, but Wall Street is already looking ahead to next month’s Duo launch.
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  A Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26 17.09.2026 44p

  Stocks higher, yields lower as markets digest the first Fed rate hike in three years. The CEO of Sentinelone says AI labs are engaging in “self-serving marketing.” Plus, an extended conversation with former Treasury Secretary Jack Lew.
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  Countdown to the Fed Decision 9/16/26 16.09.2026 42p

  Ahead of the Fed’s decision on interest rates, Kelly Evans and Brian Sullivan sit down with lawmakers, former Fed Presidents, and investing heavyweights from Washington DC.
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  Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26 15.09.2026 43p

  The yield on 10-year notes hitting the highest level since 2007 ahead of the Fed decision. Jefferies’ David Zervos expects a more dovish Warsh and says the market is wrong on rates. Plus, prediction markets are already scoring this NFL season.
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  “Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26 14.09.2026 44p

  After Anthropic’s Dario Amodei calls to “pace the frontier” on AI, one of the researchers who discovered OpenAI’s hack of a German website says slowing U.S. model development will also curb China. Jefferies’ Chief Economist makes the case for a December rate cut. Plus, the billionaire founder of Groupon and CEO of Tempus AI on how AI is changing healthcare.
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  Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26 11.09.2026 44p

  JPMorgan’s Michael Feroli raising his rate hike forecast to two this year after inflation comes in slightly hotter than expected. What record high diesel prices mean for the US economy. Plus, 41-year New York Stock Exchange veteran Peter Tuchman reflects on the 25th anniversary of the September 11 attacks.
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  Bond Bonanza, Driving Oil Action, A GOP Guarantee? 9/10/26 10.09.2026 44p

  Yields continue higher, and on the heels of a strong 30-year bond auction, Rick Santelli says it’s “war, not Warsh” moving rates. Real Macro’s Jeff Currie on the “toxic” double-trade pushing oil prices higher. Plus, President Trump’s $5,000 midterm ‘dividend.’