National Economic Council Director, Larry Kudlow, sounds off on U.S.-China tensions, the state of reopening, jobless claims, paying companies to come home, and paying workers bonuses to get back to work.
Plus, the man behind the idea of back-to-work bonuses…Senator Rob Portman joins us with a closer look at how his plan would incentivize the unemployed to find a job.
And, new retail data that caught one of our guests completely off guard. A look at the numbers and what it could mean for the industry going forward.

Kudlow’s big rebound prediction, Shoppers Surprise, and Back-To-Work Bonuses?

"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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The bull market has room to run, and the recent volatility has presented great opportunity. That’s according to one of our guests. He’s here with what makes him optimistic, and the three names he likes right now. Plus, Boeing’s loss may have been smaller than expected, but it was an ugly quarter. We have the latest on earnings, the CEO search, and how quality control issues are being handled. And, there more names on deck to report including a big one, Meta. We have the action, the story, and the trade into the print.

“Great Opportunities,” Boeing Latest & Earnings Exchange 4/24/24

: Stocks higher, yields lower as investors digest mixed economic data. Business activity in April grew at the slowest pace so far this year, while new orders fell for the first time in almost four years. But manufacturing input costs hit a one-year high and services demand remains strong. So what does all this mean for the Fed? Our economist makes the case for a July cut. Meanwhile, new home sales notched their highest reading since September, as builders pull back on prices and offer incentives to offset higher rates. We’ll talk to the CEO of real estate developer Howard Hughes Holdings about the demand trends he’s seeing.

The Case for a July Cut & What Buyers Want 4/23/24

There’s GDP, PCE, and big tech earnings. It could be a market-moving week. If there’s a pullback, our market guest says ‘buy.’ He’ll tell us why and where he’s looking for opportunity. Plus, speaking of pullbacks, some of semi names are in a bear market, but our analyst sees strength ahead, and soon. He’ll tell us when, why, and what names he sees best positioned across the chips universe from here. And on this Earth Day, a special Three Buys and a ‘Maybe’ ESG edition. The acronym may be divisive, but the returns our guest sees for these names may make you a buyer.

Buy the Dips?, Dented But Not Deterred, 3 Buys & a Maybe 4/22/24

Geopolitics, earnings, and economic data on deck next week could make or break the Fed’s hawkish tilt. We’ll look at what to watch and where to find value. Plus, Netflix shares plunging after saying it’ll stop reporting subscriber numbers. We’ll tell you whether investors should be worried. And airlines earnings are off to a strong start, but there’s a bifurcation in that trade, and Wall Street’s top airlines analyst is here with what it is.

Big Week Ahead, Sub-stantive Concern?, Top Airline Analyst on Earnings 4/19/24

Has the Fed’s base case shifted from “later cuts” to “no cuts this year?” Our market guest says it doesn’t matter. He sees stocks going higher regardless. He’ll tell us why, and the one scenario that could change it. Plus, credit card debt stands at a record high. At the same time, using buy now pay later to fund purchases remains popular. Klarna has its finger on both of these trends, and the CEO is here with what he’s seeing. And, a push to on-or near-shoring supply chains is making one sector increasingly attractive. We’ll tell you which one, and the names that stand to benefit the most.

Kudlow’s big rebound prediction, Shoppers Surprise, and Back-To-Work Bonuses?

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