But your next guest says a power struggle at the Fed could actually boost stocks. Joining us now is the aforementioned David Zervos who has mysteriously taken the chair of Christina Parsons. That was quick. We just It's amazing how that happens in television. Two Greeks though, I think, right? One Greek for another. That's fantastic. No, no judgment. You're both equally great. Uh, thanks for joining us, David. Always a pleasure. Why would a fight at the Fed be good for stocks? I don't think there's a fight. ...

The crypto industry locking in a major win with last week's passage of the Genius Act by the Senate. The legislation establishes the very first federal framework for dollar pegged stablecoins. Circle Internet, Coinbase and Robinhood seeing massive gains around the vote this month.And our next guest says stablecoins will be the currency of the AI revolution. Joining us, Alchemy CEO Nikil Viswanathan , whose company powered stablecoins for names like Circle, JP Morgan and more. Nikil, great to have you with u ...

And my next guest says those real estate headwinds could spill over into other sectors. Joining us now is Steven's analyst Matt Breeze. Matt, it's good to see you and where are you digging into.Yeah, thank you Kelly very much for having us. Yeah, so our coverage list is the Northeast and Mid-Atlantic banks, many of which play in the Metro New York City area, many of which not only deal with rent regulated multifamily. A lot of those buildings also have market rate multif family.And I think those are kind of ...

CNBC’s Diana Olick joins 'The Exchange' to discuss the latest housing data. ...

Some breaking news out of the White House. Megan Cassella with the details out of the press briefing. Uh, Megan.Hey, Kelly. That's right. White House press secretary Caroline Levit is talking with reporters right now.And she just offered us the latest indication that that July 9th deadline for the so-called reciprocal tariffs on countries specific tariff rates that it might not be as firm as it once as we once thought. Here's what she said. The deadline is not critical.the president can simply uh provide th ...

What is Bitcoin acting like um as the market approach. Well, is it. Tana McKiel joins us now.Um because it really isn't rallying despite a lot of inflows and despite what this market's doing. What's up with that, Tana. Yeah, Scott.$4 billion of inflows into Bitcoin ETFs this month, but the price of Bitcoin itself only up about 3% in that t in that same time. So, there's a missing piece here. Uh we talked so much about the buyers.There are the sellers, which are these mega whales who are likely Chinese miner ...

Welcome back. That Fourth of July deadline to pass the current version of President Trump's mega bill is now looking a bit less likely. Let's get to Emily Wilkins with the details on what happened this morning.Emily, hey, Kelly. Well, yeah, the Trump mega bill has hit a major hurdle that could increase the cost of the bill and ultimately complicate its passage. Now, remember this bill, it's going through that special process where it only needs Republican support to pass, but that means it's restricted in o ...

Let's bring in Muhammad Ali. Muhammad is gonna have a few thoughts on this for sure. Alian's chief economic adviser, Muhammad.And here's the thing with the president's um kind of furer at Powell who is is not being very dovish right now. And and we've seen this with Supreme Court picks as well. You know, you think you're getting a conservative and you know, so is the president going to go out of his way to get someone who he thinks is going to be Look at everyone he's appointed to his cabinet the second tim ...

As stocks continue to rise, we talked about this. The S&P is just like 17 points off a record high right now. And my next guest says the underlying trend remains positive for equities, including for the large caps, which she likes here.Kate Morris, CIO at City Wealth. Kate, anything about the Fed here affect your your view on stocks. Look, weak dollar is certainly got to be a boost, although maybe it's not about the Fed, as Muhammad just said.Yeah. Well, look, I think the equity market is looking past anyth ...

It is possible like I say tariffs are the all imported goods is only 11% of GDP. So if it stays in its lane it can be have a modest impact. I'm a friend and fan of Governor Wallers.We get along very well. My and I do think in a theoretical he's right that a one-time tariff ought to be in theory a transitory inflation shock. But like I said, I gave a speech at the big auto symposium in in January which went just went through the thing that everyone knows that was literally the same logic at the time of CO th ...