Morning Call

Latest Episodes:

Holiday retail sales, Emerging markets outlook, Air travel troubles Dec 27, 2021

Show notes

Holiday retail sales jumped over 8% this year compared to 2020, in large part due to e-commerce sales. Refinitiv’s Jharonne Martis joins to discuss the retail sector and the outlook for 2022. Plus, noted emerging markets investor Mark Mobius gives us his thoughts on where to be positioned in the sector in the next year. And former Spirit Airlines CEO Ben Baldanza joins with a look at what’s behind the many airline cancellations that happened over Christmas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Omicron latest, Small business and holidays, Santa rally Dec 23, 2021

Show notes

New Jersey saw Covid cases rise 42% in one day due to omicron. Dr. Shereef Elnahal, CEO of University Hospital, Newark, joins with an on-the-ground look at hospital rates. Plus, the holidays are a critical time for small businesses, but have omicron and the supply chain thrown a wrench into revenue? John Stanford of the Small Business Roundtable joins with a barometer of the sector. And we’re coming up on the “Santa Claus rally” period, AKA the last five trading days of this year with the first two of next year. Jeff Kilburg and Delano Saporu tell us what they’re watching in 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.

Europe Covid restrictions, BBB next steps, Real estate outlook Dec 22, 2021

Show notes

More countries in Europe are imposing restrictions or lockdowns due to the spread of the new omicron variant. Our own Annette Weisbach joins from Germany with the latest, and we speak with Dr. Uché Blackstock about the latest in the U.S. Plus, Ed Mills of Raymond James joins to discuss whether the Build Back Better bill is really dead, and what its next steps could be. And NAREIT’s Calvin Schnure joins with a real estate and office space outlook for 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Covid in Germany, Market volatility, Omicron’s restaurant impact Dec 21, 2021

Show notes

Leaders in Germany are set to make post-Christmas decisions about Covid rules, amid the spread of omicron. Our own Annette Weisbach joins from Frankfurt with the latest. Plus, markets have been volatile lately, spooking some investors. Jon Najarian and Michael Farr join with their thoughts on how to calm the waters. And the omicron variant has been impacting New York City restaurants suddenly and harshly. We speak with the Co-Owner of Schnipper’s about what he’s been seeing on the ground. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Omicron latest, Nasdaq tumbles, Crude crunch Dec 20, 2021

Show notes

Omicron continues to spread across the globe, now being found in 89 countries. Rick Bright of the Rockefeller Foundation joins to discuss the latest and what he is watching as the virus continues to spread. Plus, Nasdaq futures are tumbling—we figure out the factors behind the implied sell-off. And crude oil prices have been sinking. We speak with Energy Aspects’ Amrita Sen about the moves. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Quadruple-witching day, Russia and energy supply, Insider buying Dec 17, 2021

Show notes

70 million single-stock options are set to be sold today, on this quadruple-witching day for the markets. We take a look at how the moves will impact market divergence. Plus, Russia’s global impact and push into Ukraine could impact the global natural gas market. RBC’s Helima Croft discusses how it’s related to the energy crisis in Europe. And the final insider buying of the year is here! Brian has the top five stocks seeing the most action 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.

Fed recap, Farmer sentiment, Natural gas prices Dec 16, 2021

Show notes

Stocks were higher on the Fed’s announcements yesterday—Brian and Steve Liesman take you through the big key takeaways from the meeting. Plus, farmer sentiment is at an all-year low according to a report from Purdue University. The lead investigator James Mintert of Purdue joins to discuss what’s behind the worries. And European natural gas prices are soaring, again. Brian takes a deep dive in his RBI. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Covid treatments, Tech wreck, Tasty trades Dec 15, 2021

Show notes

Pfizer recently announced its new Covid treatment is safe and effective at staving off severe disease. Geoff Porges of SVB Leerink joins to discuss the Covid treatments sector and what to expect. Plus, could inflation harm the tech trade? Richard Kramer of Arete joins with his take. And Brian’s RBI focuses on a food-related stock trend in December that investors will want to sink their teeth into… Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Apple’s March to $3 Trillion; Why Bitcoin’s Drop May Be Good For Your Tax Bill; Positive News At The Gas Pump Dec 14, 2021

Show notes

We continue to track Apple’s move towards a $3 trillion market cap, and Jefferies says the stock’s tailwinds are too strong to ignore. Plus, Robert Frank details why the recent big decline in bitcoin and other cryptocurrencies could benefit you come tax time. And, hard data showing gas prices are finally starting to come down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shipping delays, S&P records, Investor sentiment Dec 13, 2021

Show notes

Ships are stuck outside U.S. ports as a glut of shipments come in ahead of the holidays. Our own Lori Ann Larocco joins to discuss the shipping delay data. Plus, could we break the record for the number of S&P 500 all time highs this year? Brian takes a look in his RBI. And Investopedia’s Caleb Silver joins to discuss the recent investor sentiment survey he conducted. 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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