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With Chip Stocks Gaining Steam as of Late, is Now the Time to Buy? 7/19/22 Jul 19, 2022

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Chip stocks are gaining steam as of late, with names like Nvidia, Intel, and Advanced Micro climbing between 4% and 7% in just this week alone. Is now the time to buy some of the key names in the sector? Matt Bryson of Wedbush Securities weighs in. Plus, Netflix is reporting its second quarter after the close today. CNBC reporter Alex Sherman breaks down what to expect. And Bank of America CEO Brian Moynihan says the Fed is aggressively hiking rates to slow the U.S. economy. Seema Shah of Principal Global Investors and Ivory Johnson of Delancey Wealth Management explain what this means for markets this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biden’s Oil Fail, the Farnborough International Airshow, Big Bank Earnings. 7/18/22 Jul 18, 2022

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As expected, President Biden’s trip to Saudi Arabia has failed to secure a pledge to boost oil production in order to help bring down inflation. Bjarne Schieldrop of SEB discusses the steps oil producers are taking in terms of supply. Plus, for the first time in four years, aviation and defense industry leaders are meeting in the U.K. for the Farnborough International Airshow. CNBC’s Phil Lebeau speaks with Raytheon Technologies CEO Greg Hayes about his expectations for travel demand. And, earnings season rolls on with Goldman Sachs and Bank of America set to report this morning. David Konrad of KBW gives his thoughts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Do These Recent Deals in Oil and Gas Signal a Positive Energy Outlook? 7/15/22 Jul 15, 2022

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A major deal in American oil and gas was announced yesterday: ConocoPhillips is buying 30% of Sempra Energy’s Port Arthur, Texas LNG plant. Former U.S. Secretary of Energy Dan Brouillette discusses his role as one of the key architects of this deal. Plus, Wall Street is expecting earnings from Citigroup and Wells Fargo today follow yesterday’s worse-than-expected numbers from JPMorgan Chase and Morgan Stanley. Stephen Biggar of Argus Research breaks down what to expect. And, President Biden is currently meeting with Mohammad bin Salman in Saudi Arabia to talk oil and energy. Helima Croft of RBC Capital Markets explains the importance of this meeting. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bank Earnings Kick Off Today as Inflationary Concerns Worsen. 7/14/22 Jul 14, 2022

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Earnings kick off today with JPMorgan Chase and Morgan Stanley stepping up to the plate first. Ken Leon of CFRA gives insight on what Wall Street is expecting. Plus, President Biden is continuing his Middle East trip as he meets with Israel’s prime minister this morning. Jimmy Pethokoukis of the American Enterprise Institute discusses the meeting’s implications on high gas prices at home. And, the inversion of the 2 Year/10 Year spread could be a huge recession signal for investors. Brian Levitt of Invesco and Sylvia Jablonski of Defiance ETFs break down what this could mean for the overall markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Global Economic Impact of Euro-Dollar Parity; How Sky-High Inflation is Affecting Restaurant Operators; Germany Faces A “Gas Cliff” if Russia Holds Back Supplies. 7/13/22 Jul 13, 2022

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RBC’s Elsa Lignos discusses the broader impact of the euro trading at or below parity with the dollar on developing and emerging market economies. Plus, Tommy Hall, who manages several high-end restaurants throughout the country, talks about how high prices are affecting business and whether that’s getting passed on to customers. And, Eric Heymann of Deutsche Bank Research lays out several scenarios for if and when Russian resumes flows of natural gas to Europe, including the potential for rationing this winter. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

WeFox CEO on the Company’s Successful Post-Money Valuation Boost. 7/12/22 Jul 12, 2022

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Private capital from venture investors may be harder and harder to come by these days, but that doesn’t mean there aren’t a few hot sectors ripe for new cash. WeFox Co-Founder and CEO Julian Teicke dives into the company’s successful post-money valuation boost. Plus, when it comes to the growing energy crisis in Europe, what are the potential spillover effects to the rest of the world? Samantha Dart of Goldman Sachs weighs in. And, stock futures are pointing to a weak open as investors await key corporate earnings later this week, along with June CPI data out tomorrow. Mark Howard of BNP Paribas and Greg Sarian of Sarian Strategic Partners 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.

Musk’s Twitter Battle, Amazon & Target Day Deals, Major Market Moves 7/11/22 Jul 11, 2022

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According to a letter sent by his legal team on Friday, Elon Musk is looking to terminate his $44 billion deal to buy Twitter. Daniel Flax of Neuberger Berman discusses the latest. Plus, Amazon Prime Day and Target Deal Days are expected to offer competitive price reductions, but will they be enough to remedy the unstable state of the consumer? Stacey Widlitz of SW Retail Advisors weighs in. And, a break to the S&P 500 or Nasdaq may tell us where we’re headed in the near term. Matt Maley of Miller Tabak and Greg Branch of Veritas Financial Group break down the biggest pre-market moves. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Of Concern Today: Natural Gas Futures, the PPP, and the June Jobs Report JULY 8, 2022 Jul 08, 2022

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Natural gas futures in Europe are trading at $50 or more right now with no sign of coming down. Per Magnus Nysveen of Rystad Energy dives into the imminent pressure European countries are feeling to fill up their storage tanks ahead of winter. Plus, a new report by the St. Louis Fed says that the Paycheck Protection Program (PPP) was “not well-targeted.” Jimmy Pethokoukis of the American Enterprise Institutes explains why. And, markets are gearing up for the release of the monthly jobs report in just a couple of hours. Gina Sanchez of Chantico Global and Simeon Hyman of ProShares Advisors talk inflation, recessionary fears, and investment strategies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

What to Watch for in Tomorrow’s June Jobs Report JULY 7, 2022 Jul 07, 2022

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The busy week of employment data rolls on, with Initial Jobless Claims due today and the June Jobs Report due tomorrow. Daniel Zhao of Glassdoor gives his predictions for the report amid concerns of a slowing economy. Plus, since topping $122 a barrel in early June, WTI Crude has been in a steady decline, falling more than 17% to break below $100 this week. Ann Bluntzer of the TCU Energy Institute discusses the relief outlook for Americans at the gas pump. And, now that the Fed is looking to stay the course with aggressive rate hikes, is a recession imminent? Ralph Bassett of Aberdeen and Degas Wright of Decatur Capital Management 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.

Worldwide Exchange JULY 6, 2022 Jul 06, 2022

Show notes

“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.

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