Morning Call

Latest Episodes:

Workers Are Divided About Return-to-Office Orders. 9/01/22 Sep 01, 2022

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Companies are now pushing to bring their workers back to the office after the Labor Day holiday weekend. Just Capital Chief Strategy Officer Alison Omens breaks down how people are responding. Plus, shares of AMD and Nvidia are under pressure after both companies confirmed that U.S. officials have ordered them to cease exporting AI chips to China. GlobalData Head of Thematic Intelligence Cyrus Mewawalla and MSA Capital Managing Partner Ben Harburg discuss the global implications. And, stocks are looking to kick off a new trading month in the red. Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus and Charles Schwab Chief Global Investment Strategist Jeffrey Kleintop dive into 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.

What Soaring Energy Costs Mean for U.K. Pubs. 8/30/22 Aug 30, 2022

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A letter out this morning from six U.K. pub leaders warns of business closures due to soaring energy costs. British Beer and Pub Association Director of Strategy & Policy Andy Tighe breaks down what this means for the industry. Plus, the U.S. continues to watch the price of natural gas at home and overseas. Goldman Sachs Head of Commodities Research Jeff Currie discusses the energy outlook. And, with the S&P 500 down more than 15% this year, what does this mean for markets? Grace Capital CEO Cate Faddis and Decatur Capital CEO 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.

Why Investor Sentiment is Turning More Bearish. 8/29/22 Aug 29, 2022

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Investor sentiment is turning more bearish by the day, with net short positions against S&P 500 futures at their highest levels since 2020. Piper Sandler Chief Market Technician Craig Johnson and Hennessy Funds Portfolio Manager Josh Wein lay out the trading week ahead. Plus, Gazprom will shut down the Nord Stream 1 pipeline for three days starting Wednesday. Husseini Energy President Sadad Al-Husseini discusses the European energy crisis. And, Taiwan says a legislative commission from its government will visit Washington, DC next month to boost bilateral ties. Longview Global Managing Director Dewardric McNeal dives into what this means for investors. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed Kicks Off Its Jackson Hole Meeting Today. Here’s What to Expect. 8/25/22 Aug 25, 2022

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The Federal Reserve is kicking off its three-day Jackson Hole Economic Symposium today. Wells Fargo’s Sarah House and TD Securities’ Priya Misra dive into what investors should expect. Plus, Peloton shares are climbing on news of the company’s partnership with Amazon. Piper Sandler’s Edward Yruma discusses what’s in store for Pelton’s earnings report today. And, European natural gas prices have been trading at or near new record highs in recent days. Rystad Energy’s Fabian Rønningen gives his take on how this is impacting 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.

Worldwide Exchange 8/24/22 Aug 24, 2022

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“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Anchored by Brian Sullivan, the program will prepare CNBC’s worldwide audience with a smart take on overnight U.S. news and live international market action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Race to Secure Enough Energy for Winter 8/23/22 Aug 23, 2022

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Germany and other countries are racing to secure enough energy supplies for the winter, with Russia saying it will shut down the Nord Stream 1 pipeline for three more days. RBC Capital Markets' Biraj Borkhataria dives into the energy crisis. Plus, is a major financial inevitable for Europe given where global markets stand right now? Hayman Capital's Kyle Bass weighs in. And, the Fed's highly anticipated Jackson Hole meeting is continuing to serve as a key driver for these markets. Diamond Hill's Heather Brilliant discusses 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.

What A Possible European Recession Means for the U.S. 8/22/22 Aug 22, 2022

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The outlook for Europe is looking bleak, with recessionary concerns rising across the eurozone. ING Bank’s Carsten Brzeski discusses what’s to come. Plus, shares of Apple have had a great run lately ahead of new product rollouts in the next few months. Neuberger Berman’s Daniel Flax gives his thoughts on the stock. And, markets may be in a wait-and-see mode as Wall Street awaits the main event this week: Jay Powell’s speech in Jackson Hole on Friday. Baird’s Ross Mayfield and Sanctuary Wealth’s Jeff Kilburg break down the trading week ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What Divisions Within the Federal Reserve Mean for Markets 8/19/22 Aug 19, 2022

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While gasoline still about 70 cents a gallon higher than it was this time last year, it has come down a lot in the past few months. Wood Mackenzie’s Gas Director Suzanne Danforth dives into what’s driving gas prices. Plus, on the heels of the Inflation Reduction Act and CHIPS Act, what is the future for the semiconductor industry? Navitas CEO Gene Sheridan makes the case for using gallium nitride over silicon. And, the Fed’s decisions over how fast and high to raise rates is revealing divisions within the central bank. Decatur Capital’s Degas Wright and Crossmark Global Investments’ Victoria Fernandez discuss what this means for 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.

Are Treasuries Being Too Cautious or Are Equities Being Too Optimistic? 8/18/22 Aug 18, 2022

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Oil prices are holding steady today as trades deal with falling stockpiles in the U.S., increasing production from Russia, and the ongoing worries about a possible global recession. King Operating Corp CEO Jay Young discusses the outlook for these market dynamics. Plus, the Fed expects to continue hiking interest rates until inflation cools, according to its July meeting minutes. Washington Crossing Advisors’ Kevin Caron breaks down what that means for the economy. And, how confident should investors be as equities continue to rally? Steward Partners Global Advisory’s Eric Beiley 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.

Worldwide Exchange AUG. 17, 2022 Aug 17, 2022

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