Kelly Evans
@KellyCNBC
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CNBC anchor of "The Exchange" and “Power Lunch.” Come help babysit anytime. On Instagram “realkellyevans.” Sign up for my newsletter - link below!
Joined August 2019
Speechless. @CNBCTheExchange
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WHAT!!!!!!
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I think my real Lenten resolution this year is gonna be not casually using "etc," etc.
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"Most of my day is spent writing and talking to people." - @SteveSosnick from $IAB saying not so much, when I asked him @PowerLunch if he's directly experienced AI workflow disruption Same here...and I'm curious for how many other people this is also true.
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40%!!!
Software: 40% of PE deals last decade. A third of private credit. Rowan: "Technology change is going to cause massive dislocation in the credit market. As a lender, I'm not sure I want to be there to find out." Apollo cut exposure. Others didn't.
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insane. insane. imagine telling someone this in 2018. completely wild.
Software ETF $IGV now basically flat over the last five years. $SPY up 75%.
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This is exactly why our guest was bullish on AMZN earlier
It is probably the first time in the history of humanity that Walmart trades at 45 times forward P/E while Amazon trades at 21 times. What is happening!
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On point, as always
Stratechery's @benthompson: "I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini that they can then manifest that through ads on YouTube, through ads on Google, through ads on their other
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And yet futures are higher! And to quote Dave Rosenberg..."The irony is that Powell is the biggest dove on the Fed"
Job growth stronger than expected, unemployment rate drops. UST 2 & 10 yields surge. Where is the emergency #Powell spoke about in Dec? Only in his imagination to justify rate cut! @federalreserve Do the right thing, HIKE rates!
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“I’m worried people are going to lose their life savings,” she told us.
“I do genuinely think its value is $0. I think there’s no inherent value to it,” says @FT columnist @jemimajoanna on Bitcoin. “It is a headless Ponzi scheme.” $BTC https://t.co/k5SLajCGc7
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Goldman’s at a 1-handle
BREAKING: Atlanta Fed GDPNow cuts Q4 estimate from 4.2% to 3.7% after this morning's data. Seems those 5 handles were just a pipe dream. @KellyCNBC @SaraEisen @LizThomasStrat @CameronDawson @alexandraandnyc @JessInskip_ @lisaabramowicz1
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TOTALLY CRAZY! #Alphabet has attracted >$100bn of orders for a bond sale that’s expected to be ~$15bn, BBG reports, citing people w/direct knowledge of the matter. The demand is among the strongest ever seen for a corp bond offering, showing investor hunger to buy debt tied to
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Buybacks which have been more in favor in recent market history help increase the share price, so one way or the other you get the total return.
@KellyCNBC This is good stuff. And yet it seems the prevailing wisdom is stock buybacks are the best way to return cash to shareholders. Can Gemini tell us how much money was spent on stock buybacks vs. dividends?
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Absolutely wild
OOPS! #Microsoft is now almost 30% below its highs. Over the past 10+ years, the only larger drawdown was in 2022. The stock has also given up all of its relative outperformance versus the S&P 500 since November 2022, when ChatGPT was launched. (via Goldman)
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