The Exchange: Latest News, Clips and Schedule

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We expect to see strong per capita spending growth from Disney theme parks, says MS's Swinburne

Latest

The rest of Asia outside of China is opening up, says Adidas CEO Kasper Rorsted

Online retailers giving share back to offline, says Oppenheimer's Helfstein

Businesses tell us they intend to keep spending on equipment and software, says Pantheon's Shepherdson

The jobs number says we are not in a recession, says Bokeh Capital's Kim Forrest

There's a tech buyers strike and they won't come back till there's a fundamental correction, says Jefferies' Thill

This is not the time to get scared out of stocks, says Nancy Tengler

Albemarle jumps on earnings and a surge in lithium prices

We're dividend oriented because we think that strategy has less volatility, says Destination's Michael Yoshikami

In an equity market there are still overvalued parts, says Ironsides' Barry Knapp

Q1 work productivity falls 7.5%, biggest decline since 1974

The Fed will have to hike till it hurts to bring down inflation, says BofA's Ethan Harris

CNBC Pro

Watch CNBC’s full interview with Mark Mobius

Rising rates can make the bond market very dicey, says Mark Mobius

As the Fed raises rates, the labor market may not be as robust as it is, says Societe Generale's Subadra Rajappa

CNBC Pro

Watch CNBC’s full interview with Pfizer CEO Albert Bourla

Pfizer will submit data on Covid-19 vaccine for kids under 5 in next few weeks, says CEO Bourla

Demand for office space jumps

There's a strong disincentive to list homes due to high mortgage rates, says Black Knight's Walden

It's a choppy environment, growth is slowing and costs are rising, says Hood River's Brian Smoluch

Even if Fed hikes in 50 basis point increments, it won't get to neutral till September, says Jefferies' Markowska

Muni Money

Trading the tax-free market

There are short-term challenges in the muni market, says Morgan Stanley's Zezas

Neuberger Berman's Jamie Iselin says investors can get competitive return despite inflation

Should investors buy the muni bond rout or wait it out?

Muni investors especially don't like uncertainty, says HilltopSecurities' Tom Kozlik

We're seeing very strong demand for municipal bonds in December, says Hilltop's Kozlik

Municipal bonds coming off three straight months of losses

The green municipal bond market is growing

CNBC Pro

Watch CNBC's full interview with Neuberger Berman's Jamie Iselin

The municipal bond market isn't immune to climate change risk

Cash continues to flow into municipal bonds market

CNBC Pro

Watch CNBC's full interview with Hilltop's Tom Kozlik

How the increased federal debt will affect the municipal bond market

The muni market got absolutely smoked during the pandemic, says David Rosenberg

What muni investors should know about the public sector job rut

Why it may be a golden era for municipal bonds

What Biden's infrastructure spending could mean for muni bonds

Use a 'ladder approach' when investing in munis: Investor

How municipal bonds face extreme weather risk amid cold snap hitting Texas and other regions

Transportation debt on a tear, trading above pre-pandemic levels

Rapid Fire

Time to swipe right on dating app stocks?

Cryptos, chips & consumer staples

Crypto crunch, the building boom and an inflation indicator

Calls of the day

The chip dip, the safety trade and more than a meme stock

Top picks for 2022

Best bets in gaming, a prescription for gains and navigating the chip wreck

Turbulence for airlines, cotton's crazy climb and Amazon's big bet

A pantry pick, a deal undone and a superhero settlement

DoorDash dominates and one charger for all

China's crackdown continues and what's "old" is hot

Cathie Wood buys the dip, a Transparency ETF and TikTok's upper hand

A Sector Showdown

Back-to-school blues, record high rides and vax to board

Uber's U-turn, and Yelp's new vax facts

Uber's U-turn, Yelp's vaccine filters and exit strategies

Users losing Pinterest, Amazon misses the mark & Cathie Wood loves $HOOD

Netflix on deck, and Apple's Hollywood ambitions

Square's crypto pop, and Elon Musk doesn't fear a Cybertruck "flop"

China's Cyber Crackdown and TikTok Bans the Promotion of Financial Services & Products

Kelly’s Commentary

Kelly Evans: What's going on with commodities?

Kelly Evans: The bond rout deepens

Kelly Evans: The Street is getting more anxious about the Fed

Kelly Evans: It's getting ugly out there for bonds

Kelly Evans: Powell's Volcker pivot

Kelly Evans: The yield curve is actually steepening

Kelly Evans: The Covid spike no one's talking about

Kelly Evans: It's not the supply chain, it's the labor market

Kelly Evans: How to think about wages

Kelly Evans: All the wrong stuff is happening

Kelly Evans: Inflation and the State of the Union

Kelly Evans: War versus wage gains

Kelly Evans: A smashingly strong jobs report

Kelly Evans: This time is actually different

Kelly Evans: Where the strength is in this market

Kelly Evans: Who's feeling productive?

Kelly Evans: This ain't about Joe Manchin

Kelly Evans: Less than meets the "I" bonds

Kelly Evans: The iPhone is going away

The worlds that will loosen FANG

Road to Recovery

Newark Moonlight Cinema co-founders on opening drive-in theater amid the Covid-19 pandemic

Public safety app Citizen launches new Covid-19 tracing tool ‘Safepass’

We need all the Covid-19 testing opportunities we can get, says University of Minnesota's Osterholm

Bubble approach could work for spring college football: Sportsimpacts CEO

Working from home has accelerated demand for Extended Stay Hotels

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About

CNBC's "The Exchange" is the newsroom-based program for today's Investor. The show focuses on in-depth reporting around the most important and interesting stories to today's markets and investors. CNBC's deep roster of skilled reporters, guided by anchor Kelly Evans, provide actionable information to viewers as they make daily investment decisions.

HOSTED BY

Kelly Evans @KellyCNBC