Morning Call

Latest Episodes:

UK Leaders Are Rushing to Save the Economy, But Will Their Strategies Work? 9/30/22 Sep 30, 2022

Show notes

UK Prime Minister Liz Truss is expected to meet with the head of Britain’s fiscal watchdog after failing to quell the panic over the future of the economy. Former Bank of England member Martin Weale gives his thoughts. Plus, Nike shares are plunging after describing its overflowing inventory during yesterday’s first quarter earnings call. SW Retail Advisors’ Stacey Widlitz explains the state of retail. And, stocks are set to limp to the finish line after what has been another tough week for investors. Palumbo Wealth Management’s Phil Palumbo and Evans May Wealth’s Lizzie Evans discuss how to position your portfolio. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Big Moves in the Bond Market for the U.S. and the U.K. 9/29/22 Sep 29, 2022

Show notes

Stocks surged on Wednesday after the benchmark 10-year Treasury note saw its steepest one-day drop since 2009. JPMorgan’s Jason Hunter explains what this means for fixed income. Plus, oil prices are pulling back today after gaining more than $3 a barrel in yesterday’s session. TD Securities’ Bart Melek discusses the impact of the dollar index on oil. And, with stocks putting a stop to their most recent skid, what’s in store for the trading day ahead? Blanke Schein Wealth Management’s Robert Schein and Decatur Capital’s Degas Wright weigh in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

U.S. Stock Futures Are Pointing to More Losses at the Open. 9/28/22 Sep 28, 2022

Show notes

Stocks are gearing up for another potentially rough trading day. Market Rebellion’s Jon Najarian discusses where options action is taking shape. Plus, Federal Reserve officials are striking hawkish tones, with many calling for more rate hikes. UBS’ Mark Haefele explains the outlook. And, is a global recession inevitable at this point? Horizon Investments’ Scott Ladner weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Why Home Prices Are Slowing and Apartment Rents Are Dropping. 9/27/22 Sep 27, 2022

Show notes

Home prices in July are expected to have slowed, with the surge in mortgage rates forcing the housing market to cool significantly. Cortland’s Brad Dillman explains the outlook. Plus, the British pound is rebounding after hitting a fresh, all-time low against the dollar. High Frequency Economics’ Rubeela Farooqi discusses the impact on a potential global recession. And, markets are looking to bounce back after a rough batch of trading sessions. Van Lanschot Kempen’s Anneka Treon and Aureus Asset Management’s Kari Firestone preview the trading day ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Here’s What’s in Store for Washington, D.C. This Week. 9/26/22 Sep 26, 2022

Show notes

It’s a busy week on deck for lawmakers in Washington, with Senate democrats set to move forward on a short-term funding bill extending current funding levels until mid-December and avoiding a government shutdown. Stifel’s Brian Gardner gives the latest. Plus, the tech sector is coming off its worst two-week stretch since the beginning of the pandemic. Clockwise Capital’s James Cakmak discusses tech’s rough ride. And, brent crude has fallen below $85 a barrel early this morning due to a surging U.S. dollar and continued global recession fears. Kpler’s Viktor Katona explains the impact. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets Are Lower Across the Board. This is How to Play It. 9/23/22 Sep 23, 2022

Show notes

House Republicans are set to lay out their agenda if the party is able to retake control of Congress, with just about a month and a half until the midterm elections. American Enterprise Institute’s Jimmy Pethokoukis breaks down the latest. Plus, a pending deal between Investindustrial and Eataly is in the works, with the private equity firm planning on purchasing a 52% stake in the restaurant company. Investindustrial Chairman Andrea Bonomi explains the investment. And, markets are lower across the board. Tandem Wealth’s Chuck Self and Pivotal Advisors’ Tiffany McGhee discuss how to play it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

G7 Foreign Ministers Respond to Putin’s Military Mobilization of Russia. 9/22/22 Sep 22, 2022

Show notes

In the wake of Vladimir Putin’s decision to initiate Russia’s first military mobilization since WWII, G7 foreign ministers have announced that they will pursue more sanctions against Moscow. Oliver Wyman’s Daniel Tannenbaum gives the latest. Plus, after 99 straight days of falling prices, the nationwide average for gasoline ticked up by a penny yesterday to $3.68 a gallon. OPIS’ Denton Cinquegrana discusses the implications. And, following the Fed’s third straight 75 basis point rate hike, is there more pain to come for the economy? Former Morgan Stanley Asia Chairman Stephen Roach weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street is Bracing Itself for the Big Fed Decision Today. 9/21/22 Sep 21, 2022

Show notes

Investors are gearing up for Fed Chairman Jay Powell and the Federal Reserve’s latest policy decision today. Wells Fargo’s Sarah House and TD Securities’ Priya Misra break down what to expect. Plus, in a rare national address, Russian president Vladimir Putin has announced a partial mobilization of his country’s military this morning. RBC Capital Markets’ Helima Croft gives the latest. And, September is living up to its reputation of underwhelming returns, with all three indices down more than 2% this month. Piper Sandler’s Craig Johnson and Rose Advisors’ Patrick Fruzzetti discuss the markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors Are Expecting Another 75bps Rate Hike This Week. Are They Right? 9/20/22 Sep 20, 2022

Show notes

As the Federal Reserve kicks off its two-day policy meeting today, investors are overwhelmingly expecting a third 75 basis point interest rate hike. Apex Financial’s Lee Baker gives his thoughts. Plus, tech and growth shares have been taking the biggest hit in recent days, with the Nasdaq down more than 2% this month. Evercore’s Mark Mahaney dives into the tech trade. And, China is keeping its benchmark lending rates unchanged today, even as the Fed and other central banks are tightening their policies. The China Beige Book’s Shehzad Qazi explains what this means for the rest of the world. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street Awaits Another Big Decision from the Fed. 9/19/22 Sep 19, 2022

Show notes

Markets are pricing in an 80% chance that the Fed will hike rates by 75 basis points for a third straight time. Bleakley Advisory Group’s Peter Boockvar explains what to expect from tomorrow’s meeting. Plus, amid the tech sell-off, are there any investment opportunities left in the sector? Neuberger Berman’s Daniel Flax weighs in. And, world leaders are gathering for the Queen’s funeral in Westminster Abbey. CNBC’s Steve Sedgwick and Tania Bryer give the latest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

Morning Call

Related Podcasts

1

2

3

4

5

6