Nightly Business Report

Kelly sits down with Julia Coronado of Macropolicy Perspectives to discuss upping her rate hike forecast, how she expects the Fed to respond to both inflation and the Ukraine crisis right now, and the difference between fiscal and monetary stimulus. Kelly and Julia also dig into the pros and cons of being an economist at different types of institutions--given her experiences at a large bank, a hedge fund, and now as an independent consultant. And be sure to stick around to hear about the current academic research that has Julia the most excited.

Stocks have been in the red all day after Russian troops occupied a nuclear power plant in Ukraine. But despite appearances, we’ll speak with an expert who says the war is actually helping Putin’s popularity at home. Plus, could the world survive without Russia’s oil supply? We’ll hear from an analyst who says $200/barrel is the price of that “freedom.” And, the economy added 678,000 jobs in February. We’ll dive into the data and what it means for the Fed’s next move.

Kelly explains why the opposite of what the Fed is trying to achieve right now keeps occurring.

Stocks are losing steam as Vladimir Putin says Russia’s military operation in Ukraine is “going according to plan.” And Fed Chair Powell is wrapping up his second day before congress by warning it’s too soon to tell if Ukraine will affect it’s hiking plans. We’ll bring you the latest. Plus, could climbing crude prices help accelerate the consumer push into EVs? We’ll ask the CEO of ChargePoint.

Fed Chair Powell says he still backs a rate hike at its next meeting in two weeks, and the markets are shrugging it off. We’ll look at what else Powell told Congress today, and why that hasn’t derailed the averages. Plus, WTI crude has topped $112 per barrel for the first time in over a decade. We’ll look at how we got here, and if it’s sustainable. And, we’ll take a hard look at all the actions U.S. companies are taking to avoid doing business with Russia right now, and what it means for business.

It’s an ugly picture playing out in the markets today, as concerns grow over the future of Ukraine. The Dow is falling about 2%, while bank stocks are sinking due to plunging bond yields. We’ve got all the angles covered, and will bring you the latest details as they develop.

Kelly explains why the fight against inflation could leave even bigger economic scars than imagined.

With just two weeks until the Fed’s rate decision, Kelly sits down with JPMorgan’s Chief U.S. Economist Mike Feroli to discuss whether 3% inflation is really a bad thing, where inflationary pressures are now coming from, the crucial economic data to watch, and how the Ukraine invasion could impact the Fed’s timeline.

Stocks are falling but well off the lows of the day, as traders say the drop in real yields is making growth stocks attractive again. We’ll tell you how to react. Plus, the U.S. & EU continue to tighten sanctions on Russia despite peace talks being held today. We’ll look at the fallout from forcing Russian banks off of SWIFT. And, we’ll speak with the head of a top Nat Gas producer about potential supply disruptions if the conflict in Ukraine continues to drag on.

Stocks are higher for the 2nd day in a row, with the Dow rallying nearly 800 points. But can the rally last if geopolitics get worse? We’ll explore. Plus, oil is dropping today, but Jeff Currie says uncertainty around Russia sanctions could still send crude to $125 per barrel. He’ll join us to explain why. And, could the Ukraine crisis derail the Fed’s tightening plan? We’ll speak to John Taylor who says “no” it should not.

Stocks gave up their early gains, as Ukraine appears to be the victim of a cyberattack. The S&P is now within 1% of its January intraday lows. Are those lows safely in, or not? We’ll explore. Plus, as more sanctions get issued on Russia, we’ll speak with an expert who has one key thing the West should watch for. And, in today’s Earnings Exchange: we’ll give you the story, the action and the trade in Alibaba, Moderna and Live Nation with results on deck.

Stocks are falling as the White House is now calling Russia’s actions in Ukraine an invasion. But we’re seeing a big reaction in oil & energy, despite the future of a major gas pipeline in Europe hanging in the balance. We’ve got all the market angles covered, and will bring you to the White House live with President Biden expected to speak any moment.

Kelly explains why it’s too soon to assume the crisis in Ukraine will change the Fed’s plans to hike interest rates.

The averages are heading for their second straight down week, as the Russian threat to Ukraine hangs over the market. How should you prepare as we head into this three-day holiday weekend? We’ll ask the experts. Plus, are high prices and low inventory going to slow the red-hot housing market to a halt? We’ll ask the CEO of Realogy. And – one trader, four stocks. Danielle Shay of Simpler Trading joins us for another edition of “3 Buys & A Bail.”

The Street is still getting more hawkish on the Fed, with J.P. Morgan now upping its forecast to 7 rate hikes this year. We’ll talk to their economist about why, and whether a Ukraine crisis would deter the central bank’s plans. Plus, stocks are in the red again after President Biden said the threat of a Russian invasion of Ukraine is “very high.” We’ve got the latest details. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Roku, Redfin & DraftKings with results on deck.

Inflation numbers continue to come in red hot, with the latest Fed minutes just moments away. We’ll speak with the man who called for 7 rate hikes this year, and ask if he’s sticking to that forecast. Plus, stocks are falling once again after NATO said Russia is actually putting more troops near the Ukraine border. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Nvidia, Walmart & Doordash with results on deck.

Kelly explains why the Fed needs a new playbook to fight inflation.

Stocks are higher as Putin backs off…for now. And at the same time, we just got another hot inflation reading. We’ll look at the tug-of-war going on between these headlines, and the impact for markets and your portfolio. Plus, oil is reversing after hitting a 7-year high. But we’ll speak with an expert who says $120/barrel could still be on the horizon. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Airbnb, Shopify and Roblox with results on deck.

The Fed faces a challenge unlike anything Kelly’s seen before.

St. Louis Fed President James Bullard says the Fed needs to “front-load” tightening, and it’s credibility is now on the line. But one key data point just showed a *tiny* bit of breathing room on the inflation front. We’ll explore that and what it means for stocks. Plus, it’s not just inflation – the supply chain has struggled from overwhelming demand too. The CEO of PGA Tour Superstore joins to tell us how shelves look now. And, in today’s Earnings Exchange: we’ll give you the story, the action, and the trade in Avis, Restaurant Brands Int’l, and Marriott with results on deck.