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1791 episodes

A Post-Rate-Hike World, a C-Suite Warning, and a Former Treasury Secretary 9/17/26
17/09/2026 | 44 mins.
Stocks higher, yields lower as markets digest the first Fed rate hike in three years. The CEO of Sentinelone says AI labs are engaging in “self-serving marketing.” Plus, an extended conversation with former Treasury Secretary Jack Lew.

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Countdown to the Fed Decision 9/16/26
16/09/2026 | 42 mins.
Ahead of the Fed’s decision on interest rates, Kelly Evans and Brian Sullivan sit down with lawmakers, former Fed Presidents, and investing heavyweights from Washington DC.

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Yields Surge, The Fed vs. Oil, and a Predictions Pop 9/15/26
15/09/2026 | 43 mins.
The yield on 10-year notes hitting the highest level since 2007 ahead of the Fed decision. Jefferies’ David Zervos expects a more dovish Warsh and says the market is wrong on rates. Plus, prediction markets are already scoring this NFL season.

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“Pace the Frontier,” The Case for a Cut, and Healing Healthcare 9/14/26
14/09/2026 | 44 mins.
After Anthropic’s Dario Amodei calls to “pace the frontier” on AI, one of the researchers who discovered OpenAI’s hack of a German website says slowing U.S. model development will also curb China. Jefferies’ Chief Economist makes the case for a December rate cut. Plus, the billionaire founder of Groupon and CEO of Tempus AI on how AI is changing healthcare.

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Hikes on the Horizon, Diesel Distress and Remembering September 11 9/11/26
11/09/2026 | 44 mins.
JPMorgan’s Michael Feroli raising his rate hike forecast to two this year after inflation comes in slightly hotter than expected. What record high diesel prices mean for the US economy. Plus, 41-year New York Stock Exchange veteran Peter Tuchman reflects on the 25th anniversary of the September 11 attacks.

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About The Exchange

"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.

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