The Exchange

Crude oil breaks above $90 a barrel for the first time since 2023. The economy lost 92,000 jobs, but rising oil prices leaves the Fed's next moves up in the air. Plus, why Jefferies thinks Oracle's sell-off may be overdone.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

China sets its lowest economic growth target since the 1991, but AIE's Derek Scissors says it's actually on the "high end of reality." The hiring bifurcation between blue- and white-collar jobs.  Plus, stocks under pressure as oil prices keep climbing, but software names buck the downtrend.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Mag 7 underperforming recently, but Rosenblatt Securities sees better days ahead. Box CEO Aaron Levie says AI agents will be the biggest users of software in the future. Plus, the Korean Kospi was the best performing stock market in the world last year, but posted its worst day ever amid concerns over the Iran conflict.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump says Israel did not force his hand to enter the Iran conflict, now in its fourth day. Oil and natural gas prices surge as the Strait of Hormuz effectively closes. Plus, an ugly day on Wall Street as the Dow falls nearly 1,300 points.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Iran conflict enters its third day, and President Trump leaves the door open for American boots on the ground. Natural gas prices soar after the worlds largest producer, Qatar Energy, halts production. Plus, JPMorgan Chase CEO Jamie Dimon on geopolitical risks, the cracks in credit, and deregulation.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.