The Exchange
The Exchange
CNBC
A Shadow Fed, A Cap Contrarian Call, and Chips & Caso 1/13/26
43 minutes Posted Jan 13, 2026 at 7:39 pm.
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Show notes
The Department of Justice’s probe into Fed Chair Powell could create a “shadow Fed” and backfire against the Trump administration’s goals of lower interest rates, according to Strategas. Why a limit on credit card interest rates could boost names like Visa and Mastercard. Plus, chips analyst Chris Caso’s favorite AI idea in 2026.