Morning Call

Latest Episodes:

Hawkish Fed, Oil CEO hearing, mortgage rates. 4/6/22 Apr 06, 2022

Show notes

Fed Chair Lael Brainard struck an unusually hawkish tone regarding raising rates. We discuss what it means for the Fed and the markets. Plus, oil and gas CEOs are heading to Capitol Hill today for a hearing about gas prices. We discuss what to expect with Anne Bradbury. And our own Diana Olick discusses the ripple effects of the 30 year mortgage rate moving past 5%. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Goldman's Currie Says Oil and Gas Prices Could Be Heading Even Higher; Rising Risks: The Housing and Water Shortage Facing the American Southwest; Today's RBI: A History Lesson on the Yield Curve Inverting. 4/5/22 Apr 05, 2022

Show notes

Goldman Sachs Global Head of Commodities Research Jeff Currie discusses where energy prices may be headed, and says some of the blame can be placed on lack of investment in the sector. Plus, Diana Olick details how drought conditions are impacting every corner of the economy in the West and Southwestern parts of the U.S. And, Brian Sullivan gives some perspective on how well the market performs after the yield curve inverts. 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 040422 Apr 04, 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.

Worst Q1 since 2020, M&A in 2022, NYC office space. 4/1/22 Apr 01, 2022

Show notes

The markets are coming off their worst first quarter since 2020. But stocks are poised for a higher open today to kick off April. We discuss with Gilman Hill’s Jenny Harrington and Silvercrest’s Robert Teeter. Plus, M&A activity looks to be slowing after the first quarter of 2022, but there are still signs that this year could be a strong one for global dealmaking. Matt Toole, Director of Deals Intelligence at Refinitiv, joins to discuss the latest M&A report. And Mark Dixon, CEO of International Workplace Group, joins to talk about the shifting demand for office space in the city, and where the most valuable real estate will be post-pandemic. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Petroleum reserves release, Apple’s win streak, Housing prices. 3/31/22 Mar 31, 2022

Show notes

President Biden is expected to announce a record release of the Strategic Petroleum Reserves, to make up for supply cuts out of Russia. We discuss the possible impact with RBC’s Helima Croft. Plus, Apple saw an 11-day win streak, a positive in the beaten-down tech sector. We discuss the space with Wedbush’s Joel Kulina. And Brian’s RBI focuses on the price of new home sales, and how much they have increased over the past 22 years. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Recession indicator, Las Vegas investment, Power City Indexes. 3/30/22 Mar 30, 2022

Show notes

We discuss the expected inversion of the yield curve, and whether investors should prepare for a recession with Bill Stone of Glenview Trust. Plus, Contessa Brewer sits down with Oak View Group CEO Tim Leiweke to talk about the Group’s $3B investment in Las Vegas entertainment. And Brian’s RBI focuses on the top performing cities based on the stock performance of their hometown companies, over the past 12 months. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bond moves, Energy poverty in the U.K., U.S. energy demand. 3/29/22 Mar 29, 2022

Show notes

There has been an inversion in the 5 year/30 year bond spread for the first time since 2006. We discuss why it matters, and why investors should be watching that move. Plus, Matthew Copeland of National Energy Action joins to discuss skyrocketing prices of gas in the U.K. and Europe, and how 2 million homes could be plunged into so-called “energy poverty.” And Brian’s RBI focuses on how a population shift towards the south of the U.S. could impact the country’s energy demand. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Russia sanctions, Shanghai lockdowns, U.S. LNG production. 3/28/22 Mar 28, 2022

Show notes

We discuss what sanctions are still available for the U.S. to use against Russia, with Daniel Tannebaum of Oliver Wyman. Plus, Shanghai is heading into a staggered lockdown due to Covid cases, a city of 25 million people that is a manufacturing hub. We talk about the global impacts with our own Eunice Yoon. And Toby Rice, CEO of LNG producer EQT Corp, joins to discuss American production of LNG, energy security, and the push for green energy around the globe. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Insider buying, Food inflation, Commodity prices. 3/25/22 Mar 25, 2022

Show notes

We take a look at the top five stocks seeing the most insider purchasing this week from C-suite executives. Plus, famed chef and owner of Le Bernardin in New York, Eric Ripert, joins to discuss food inflation and how his restaurant is having to adjust. And Jeff Currie of Goldman Sachs joins to discuss commodity prices, including those outside of just oil and gas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biden joins NATO allies in Brussels, Impact of more sanctions on Russia, Billionaire Tull on the record. 3/24/22 Mar 24, 2022

Show notes

President Biden has arrived in Brussels, where NATO and G-7 leaders are meeting to discuss responses to the war in Ukraine. We discuss possible outcomes with Kevin Book of ClearView Energy Partners, Ian Lesser of the German Marshall Fund, and our own Kayla Tausche. Plus, Billionaire investor Thomas Tull joins to discuss how his thesis is changing amid global market uncertainty, and his recent continued purchases of FIGS. 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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