Morning Call

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Unemployment Near a Record Low, Gas Prices Near a Record High 6/3/22 Jun 03, 2022

Show notes

In a tight labor market with unemployment near a record low, people are able to push companies to offer better pay and benefits. But as economic storm clouds start to gather, will workers be able to maintain the upper hand? Rucha Vankudre of EMSI Burning Glass joins us to discuss the outlook for the labor market. Plus, oil prices are edging lower today, and the market is largely shrugging off the decision by OPEC+ to boost production targets, questioning whether the incremental move can make up for lost supply from Russia and meet growing demand. Kevin Book of Clearview Energy Partners joins us to discuss the rise in U.S. gas prices and whether consumers will have to cut back on driving or other spending. And, Lululemon reported higher than expected earnings for its first quarter yesterday. What does this mean for the broader retail sector? Jessica Ramirez of Jane Hali & Associates gives us her take. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Clear Skies or Storm Ahead? JPMorgan’s Jamie Dimon Warns of an “Economic Hurricane” 6/2/22 Jun 02, 2022

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Sheryl Sandberg announces she is stepping down from her role as COO of Meta, a position she’s held since joining in 2008 as Mark Zuckerberg’s second-in-command. Current CGO Javier Olivan will take over Sandberg’s role this fall. Rocco Strauss of Arete Research joins us to discuss implications for the stock, which is down more than 40% this year. Plus, oil prices are pulling back ahead of a meeting by OPEC and other major producers, including Russia. Chief OPEC Correspondent and Dubai Deputy Bureau Chief for Energy Intelligence joins us to discuss expectations for today’s meeting. And, following JPMorgan CEO Jamie Dimon’s warning to investors of an economic hurricane, are clear skies even a possibility? Victoria Fernandez of Crossmark Global Investment joins us to give her take. 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 6/01/22 Jun 01, 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.

Why President Biden says Tackling Inflation is his “Top Economic Priority” 5/31/22 May 31, 2022

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President Biden says the Federal Reserve has a responsibility to control inflation and vows to not influence the bank’s decision making ahead of his meeting with Fed Chair Jay Powell at the White House today. James Pethokoukis of the American Enterprise Institute joins us to discuss why Biden has made tackling inflation his “top economic priority.” Plus, last week’s strong showing by the major indices is helping to erase some of the losses the markets have faced this month. Jon Najarian of Market Rebellion, gives his take on where the options action is within the markets. And, after the long holiday weekend, how is the trading week ahead looking? Anneka Treon of Kempen and David Katz of Matrix Asset Advisors tell us what to look at for. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Does the Start of Memorial Day Weekend Mean a Restart for the Markets? 5/27/22 May 27, 2022

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It’s the start of Memorial Day Weekend, and what better way to kick off the holiday other than finding the best sales and deals? In the wake of inflation and supply chain issues, MDW might be just what retail needs to bounce back. Katie Thomas of Kearney Consumer Institute joins us to predict consumer behavior this weekend. Plus, have the markets turned a corner? What are the opportunities around the corner? TIGER 21 Founder Michael Sonnenfeldt joins us to discuss how he’s advising members of TIGER 21 to invest. And, there might be some hope in the consumer after all, as the 2nd revision of the GDP indicated that consumption was stronger than expected. So what does this mean for the trading day ahead? Stephanie Link joins us to divulge which stocks might be making a comeback. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will These Earnings Reports Due Today Signal A Bottom? 5/26/22 May 26, 2022

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Earnings from Macy’s, American Eagle Outfitters, Costco, and Gap are due today, just in time as investors recover from last week’s Target and Walmart blows. Stacey Widlitz of SW Retail Advisors joins us to discuss what to expect from these reports and whether the market is bottoming out. Plus, shares of Nvidia are lower, as the company says that sales, which beat first quarter forecasts, are expected to slow this quarter due to COVID shutdowns in China and the War in Ukraine. Matt Bryson of Wedbush Securities joins us to talk all things Nvidia, as well as the broader chip sector. And, the worry hanging over all these stocks: inflation. Minutes from the Fed’s meeting earlier this month show interest in raising rates high enough to slow economic growth deliberately to combat high prices. But what does this mean for the markets? Ben Emons of Medley Global Advisors and Degas Writing of Decatur Capital give us their takes. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Exclusive Conversation with the U.S. Commerce Secretary; Why Traditional Investor “Fear Factors” Have Been Fairly Quiet; It’s the Valuations, Not the Business Model. 5/25/22 May 25, 2022

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Sara Eisen speaks with U.S. Commerce Secretary Gina Raimondo about the Biden administration’s new economic deal to counter China, and why Congress should pass legislation to boost the nation’s chip industry. Plus, Caleb Silver of Investopedia has new survey data on what is keeping investors up at night. And, Jenny Harrington of Gilman Hill Asset Management says there’s nothing fundamentally wrong with Snap and other social media stocks, it’s more that the stocks ran up too much. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Despite Yesterday’s Stock Rally, Concerns Across Multiple Sectors Remain. 5/24/22 May 24, 2022

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Despite yesterday’s gains in U.S. stocks, the S&P 500 is still down more than 17% from its record high, set on January 3 earlier this year. New York Stock Exchange President Lynn Martin joins us from the World Economic Forum in Davos to discuss the state of the markets and volatility. Plus, while shares of Snapchat are sinking after CEO Evan Spiegel warned shareholders that the company will miss its own targets for revenue, shares of Zoom Video are soaring after reporting better-than-expected first quarter earnings. Jared Weisfeld of Jefferies joins us to compare these two big money movers. And, according to a new Redfin report, the monthly cost of a mortgage is up 43% from last year. Ryan Gorman of Coldwell Banker joins us to dive into the state of the housing market. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Implications of the War in Ukraine, a Possible Recession, and a 10% Stronger U.S. Dollar. 5/23/22 May 23, 2022

Show notes

The World Economic Forum has returned to Davos, Switzerland for the first time since the pandemic – and at the top of the list of discussion topics are COVID-19 and the War in Ukraine. S&P Global Vice Chairman Dan Yergin joins us to discuss the implications the war has for global energy security and geopolitics. Plus, as the S&P 500 approaches bear market territory, investors are looking to the Fed to see if it can stabilize inflation. But is a recession the only solution? Steven Wieting of Citi Private Bank gives us his take on whether economic fundamentals justify the recent sell-off. And, a new report from Credit Suisse lists 50 stocks that will likely benefit from a strong U.S. dollar, including Home Depot, Target, and Netflix. Patrick Palfrey, co-author of the report, dives deeper into his equity strategy ahead of the trading day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

With Yet Another Volatile Week, Is the Market Broken? How Do We Fix It? 5/20/22 May 20, 2022

Show notes

What we called a Tech Wreck last week is now becoming a Retail Wreck, as Walmart, Target, and Ross Stores all delivered poor results this week. But are there still investing opportunities left in the consumer sector? Scott Mushkin of R5 Capital joins us to discuss which stocks he’s buying and which ones he’s avoiding in this negative macro environment. Plus, how broken is the market, if at all? Tim Quast of Modern IR joins us break down the three problems with market mechanics that compound volatility. And, with the S&P 500 inching closer to a bear market following another volatile week, investor sentiment seems to be the primary driver of the market. Robert Teeter of Silvercrest Asset Management and Lindsey Bell of Ally Invest give us their takes on if a recession is in store. 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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