The Exchange

The messaging on trade talks is very different in Washington versus Beijing. We have the latest and look at how to position amid all the trade turmoil.  Plus, we got another ugly report on housing, and one data point that was rather unusual. We'll tell you what it is and what it means for the housing market from here. 

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

Treasury Secretary Bessent saying the current standoff between China and the U.S. is unsustainable, giving investors hope President Trump might back down from his hardline stance on trade. Our strategists have two names they say can ride out the current volatility. Plus, Google’s Search remedies trial is taking a turn

President Trump going after Jay  Powell yet again, calling the Fed Chair a “major loser” and urging him to cut interest. Plus, Wolfe upgrading two entertainment stocks—one on valuation, one on domination. We have the names and the bullish case. 

Jay Powell’s “termination cannot come fast enough,” according to President Trump. But can the President remove a Fed Chair? And if so, what would that mean for the economy, the markets, and your money? We discuss. Plus, chip stocks unable to shake-off concerns about tariffs and stricter export controls. Our trader tell

Another beat for the big banks. Both Citi and Bank of America reporting better than expected results. We dive into the commentary coming out of both C-suites. Plus, both tech and autos getting some tariff relief recently, but President Trump has got his eyes on two new targets: semis and pharma. We speak with one CEO w