The Exchange 6/12/25

Fed Chair Powell paving the way for a September rate cut, sparking a rally on Wall Street and helping to boost tech after some rough sledding. We dig into what to expect from the Fed after the next meeting and how to position. Plus, BofA’s Savita Subramanian changing course on on ... Show More

Former Fed Governor Larry Lindsey weighs in on the chance of a September cut. We look at where traders are buying the recent weakness in momentum stocks. Plus, it’s a bird, it’s a plane…no, it’s a burrito! 

Barclays not expecting a September rate cut. Their strategist tells us how to play a potential Powell hawkish surprise at Jackson Hole. Target has a new CEO, but the same issues. Plus today’s AI spending may look like the Internet boom of the ‘90’s, but there’s a key difference t ... Show More

Artificial intelligence is shaking up business in a big way, and recent college graduates are feeling the pinch. WSJ’s Chip Cutter explores the new corporate philosophy emerging around hiring and explains how the promise of artificial intelligence is putting entry-level jobs on t ... Show More

Cryptocurrency companies have had to get used to heavy regulation over the past four years. With President-elect Donald Trump’s return to the White House, they’re hoping for relief – and they’ve spent big to make sure they get it. WSJ reporter Vicky Huang joins host James Rundle ... Show More

Carl Quintanilla and Courtney Reagan broke down today’s market set-up after President Trump laid out new tariff threats for 3 key industries: Autos, Pharma, and Semiconductors. Stocks under pressure as earnings from a number of sectors disappoint: Toll Brothers results hitting th ... Show More

On today's podcast: 1) Trump Picks Former Immigration Chief Homan as His ‘Border Czar’ 2) Stocks Push Higher While Bitcoin Tops $81,000 3) Fed’s Kashkari Says Stronger Economy Could Mean Fewer Rate Cuts See omnystudio.com/listener for privacy information. 

Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.The Trump administration is in talks with Intel Corp. to have the US government potentially take a stake in the beleaguered chipmaker, helping support the company’s effort to expand domestic manufacturing, accor ... Show More

For YMB listeners, here’s a special presentation of WSJ’s Take On the Week: Co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy, and finance—the big tra ... Show More

Welcome to the MeidasTouch Podcast, where we bring you the latest news and analysis on politics and current events. In this episode, we cover the latest developments on several fronts. We discuss the latest Republican embarrassment as their hearings backfire. Once again, they dem ... Show More

At Mar-a-Lago, President-elect Trump has revealed Japanese multinational investment firm Softbank Group plans to invest $100 billion into U.S. projects in the next four years. The move is set to bring 100,000 jobs to the country, a major economic win for the incoming administrati ... Show More

P.M. Edition for July 24. President Donald Trump took a rare step visiting the Federal Reserve. The $2.5-billion renovation to its headquarters has gotten renewed attention this month as Trump has ramped up pressure on Federal Reserve Chair Jerome Powell. WSJ White House reporter ... Show More

Watch Bloomberg Businessweek Daily LIVE every day on YouTube: http://bit.ly/3vTiACF.President Donald Trump said he had chosen Council of Economic Advisers Chairman Stephen Miran to serve as a Federal Reserve governor.“He has been with me from the beginning of my Second Term, and ... Show More