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Kelly Evans

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@KellyCNBC

CNBC anchor of "The Exchange" and “Power Lunch.” Sign up for my newsletter! (one-click link below)
cnbc.com/newsletter/exc… Joined August 2019
1.4K Following 52K Followers 9.1K Posts

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Kelly Evans Verified account @KellyCNBC
"...what I didn’t anticipate back in 2001 was that the U.S. would economically outperform both adversaries and allies.

If you had invested all your savings in U.S. equities on September 10, 2001, you’d be up by a factor of seven.

The equivalent for Germany is 3.3x, Japan 3x, China 2x, and the UK 1.8x.

Relative to other currencies, the dollar hasn’t weakened in 25 years, and the 10-year Treasury is still generally regarded as a 'safe asset.'

The U.S. has led the charge in artificial intelligence, of course. It has 11 times the computational power of China.

...the essential difference between Trump and Nixon is U.S. economic strength.

Only if higher interest rates, plus a Democratic wave in the midterms, plus the public backlash against AI together burst the AI bubble—only then will Trump face a Nixonian reckoning."

- @nfergus
15 replies 19 reposts 93 likes 6.5K views View on X
Kelly Evans Verified account @KellyCNBC
“…a knife fight for the remaining and dwindling volume of human traffic on the internet.”
BuccoCapital Bloke Verified account @buccocapital Oct 30
Reddit call was absolutely fascinating. Everyone should listen to it as a bellwether for where the internet is going
- AI Mode is increasingly default Google experience
- AI Mode provides rich info and data in line, less incentive to leave search
- AI Mose incentivizes dialog, Google wants to keep you engaged to serve more ads at each turn
- Google will milk search for as much revenue as possible as they transition from a search company to a cloud service and chip company
- As traffic from humans becomes more scarce this will put Google in an increasingly adversarial position to the rest of the internet
- This is a massive headwind to all media type companies who are not destinations
- This is a massive headwind to all content-driven go-to-market motions especially in the SMB. You have seen companies like HubSpot and Monday.com get crushed by this funnel collapse

We are entering the end game - a knife fight for the remaining and dwindling volume of human traffic on the internet
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5 replies 1 reposts 23 likes 3.7K views View on X
Kelly Evans Verified account @KellyCNBC
Greenspan in 1996 (the famous "irrational exuberance" speech):

"The Federal Reserve's most important mission, of course, is monetary policy.

I wish I could say that there is a bound volume of immutable instructions on my desk on how effectively to implement policy to achieve our goals of maximum employment, sustainable economic growth, and price stability.

Instead, we have to deal with a dynamic, continuously evolving economy whose structure appears to change from business cycle to business cycle...."