The Exchange

1445 Episodes

1. Who’s backing Bullard?, “Money Illusion”, and Wings & Inflation 2/22/23

   Published: 22/02/2023
2. From the Desk of Kelly Evans: The stimulus is still happening 2/22/23

   Published: 22/02/2023
3. State of the Consumer, Bet on the Bulls, and Rates, Retail & Risk-On 2/21/23

   Published: 21/02/2023
4. From the Desk of Kelly Evans: Do rates need to go much (much) higher? 2/21/23

   Published: 21/02/2023
5. From the Desk of Kelly Evans: The long, long wait for recession 2/17/23

   Published: 17/02/2023
6. From the Desk of Kelly Evans: What is the CPI report telling us? 2/17/23

   Published: 17/02/2023
7. From the Desk of Kelly Evans: Why haven't there been more blowups? 2/17/23

   Published: 17/02/2023
8. The Fed’s Next Move, Buy The Dip?, and “Shop or Drop” 2/17/23

   Published: 17/02/2023
9. From the Desk of Kelly Evans: The State of the Union 2/16/23

   Published: 17/02/2023
10. Taking A Breather, “Volmageddon 2.0,” and 3 Rates & The Consumer 2/16/23

    Published: 16/02/2023
11. Retail Detail, Travel Trade, and Earnings Exchange 2/15/23

    Published: 15/02/2023
12. The “Unresolved Tensions” Trade, Inflation Situation, and Earnings Exchange 2/14/23

    Published: 14/02/2023
13. Bracing for CPI, High Altitude, High Stakes?, and Health of Housing 2/13/23

    Published: 13/02/2023
14. Betting On The Consumer, Renting, Buying & Building, and 3 Buys & A Bail 2/10/23

    Published: 10/02/2023
15. The Data Disconnect, “The Proxy Fight is Over,” and “MIFTs” 2/9/23

    Published: 09/02/2023
16. “Time To Play Offense”, What’s The Plan?, and “A+” for AI 2/8/23

    Published: 08/02/2023
17. From the Desk of Kelly Evans: How can margins NOT collapse? 2/8/23

    Published: 08/02/2023
18. Disinflation Situation, and Microsoft’s A.I. Ambitions 2/7/23

    Published: 07/02/2023
19. Fed Up!, Rising Tensions, and Earnings Exchange 2/6/23

    Published: 06/02/2023
20. Is “Good News” Now Good News?, Apple’s Rough Report, and Media Momentum 2/3/23

    Published: 03/02/2023