The bond market is keeping stock gains in check as we prepare to hear from Fed Chair Powell this hour. We’ll bring you the headlines and reaction from BNY Mellon’s CEO. Plus, the winners and losers ahead of REIT earnings as office vacancy rates hit a 20-year high. And housing starts just posted the biggest drop in 4 years, but one name is better-insulated from high rates, according to our analyst.

Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/24

"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. "The Exchange" has all that plus "Rapid Fire," our innovative, reporter driven roundtable – which is a discussion of some of the day's most interesting, unusual and at times controversial topics. This series gives today's modern investor the day's top stories, the must reads & a whole lot more.

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A weaker-than-expected jobs report following a more dovish-than-expected Powell this week... did it just change the rate cut timeline for the Fed? Plus, there was one thing overshadowed in Apple’s blowout earnings report that has Needham’s Laura Martin worried. We’ll ask her what it is and what Apple can do to alleviate her concerns. And Starbucks, Disney, Block and Under Armour have all been helmed by boomerang CEOs, but has that helped or hurt the companies? We’ll ask our trader in 3 Buys & A Bail.

Rate Cut Timeline, Apple’s Core Issue, 3 Buys & A Bail: Boomerang CEOs 5/3/24

We’ll break down Fed Chair Powell’s message to the markets and tell you how to position from here. Plus, freelance job platform Upwork is moving higher on earnings and strong guidance. We’ll speak with the CEO about the labor trends she’s seeing. And Apple headlines today’s earnings after the bell, but we’ll also get the action, the story, and the trade on Hershey and Cloudflare in Earnings Exchange.

Less Hawkish Than Feared, No Labor Pains, Earnings Exchange: AAPL, HSY, NET 5/2/24

60 minutes until the Fed’s latest decision on interest rates. We’ll tell you how to position and what to expect for today and the rest of the year. Plus, Taylormade is taking a big swing at athleisure with Tiger Woods’ new line. We’ll speak to the CEO about that partnership, the state of golf, and a potential IPO. And we’re tackling the consumer, inflation, and housing in today’s Earnings Exchange.

Fed Decision Countdown, Taylormade CEO on Tiger Woods, Earnings Exchange: Insurers, Zillow, DoorDash 5/1/24

24 hours until the Fed’s next decision on interest rates and one of our next guests says we could in for a hawkish surprise. She’ll tell us what she means by that and how to position. Plus, Amazon’s earnings expectations are sky-high, but one portfolio manager says the company’s firing on all cylinders and joins us to make his bullish case. And our mystery cloud stock of the day is hitting an all-time high on the back of an earnings beat. The CEO joins us exclusively with what’s driving the results.

A Hawkish Surprise, Amazon Earnings on Deck, Cloud Competition Heats Up 4/30/24

As we count down to the Fed’s decision on interest rates this week, our market guest says don’t fear high rates, embrace them! He tells us why, and what he’s buying against this backdrop – including one name that’s out of character for him. Plus, Elon Musk makes a surprise visit to China as Tesla clears a major hurdle in that market. Is this the catalyst that could turn things around for the beaten-down EV maker? We’ll discuss. Plus, this name offers a unique way to trade the GLP-1 diet drug craze, but the company’s product spans across various sectors. The CEO joins us exclusively ahead.

Catalysts & Concerns, REITs & Risks, Rates & Housing 4/16/24

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