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    Business

    Morning Call

    Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.

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    Latest Episodes:
    Busy Day of Earnings, Tech Stocks Rebound, and the Manufacturing Economy 7/23/24 Jul 23, 2024
    Show notes

    It's a busy day of earnings, with Alphabet, Tesla, and UPS all reporting today. NorthStar Asset Management's Nimrit Kang, GraniteShares' Will Rhind, and Bank of America's Ken Hoexter tee up the numbers to watch. Plus, the S&P 500 is coming off its best day in more than a month as tech stocks rebound from last week's sell-off. The Wealth Consulting Group's Jimmy Lee and Truist's Keith Lerner explain. And, what is the manufacturing sector signaling about the overall economy? Snap-on CEO Nick Pinchuk weighs in.


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    President Biden Drops Out, Global IT Outage, and Busy Week of Earnings 7/22/24 Jul 22, 2024
    Show notes

    President Biden has ended his re-election campaign and is now endorsing Vice President Kamala Harris as the Democratic nominee. Fordham Global Foresight's Tina Fordham and Stifel's Brian Gardner give the latest. Plus, companies around the world are still reeling from Friday's global IT outage. Tenable CEO Amit Yoran discusses what this means for the broader cyber security landscape. And, investors are awaiting a busy week of earnings and economic data. Citi's Steven Wieting explains.


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    Nasdaq Rebound, Netflix Earnings, and Navigating Volatility 7/18/24 Jul 18, 2024
    Show notes

    The Nasdaq is pointing towards a possible rebound this morning after logging its worst one-day loss since 2022. GAM Investments' Paul Markham discusses. Plus, Netflix is expected to add fewer subscribers this quarter compared to last. Main Street Research's James Demmert tees up the report. And, how should investors navigate this latest bout of volatility? Bone Fide Wealth's Douglas Boneparth weighs in.


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    Global Chip Stocks Sinking, Dow Transports Record, and Data Center Spending 7/17/24 Jul 17, 2024
    Show notes

    Global chip stocks are sinking on reports the U.S. is considering tougher trade restrictions on China. Callan Family Office's RaeAnn Mitrione and G Squared Private Wealth's Victoria Greene discuss. Plus, the Dow Transports is coming off its best daily performance since mid-November. XPO CEO Mario Harik lays out what his business is seeing. And, a new report from Gartner forecasts a 24% increase in spending on data centers this year. MongoDB CEO Dev Ittycheria digs into the outlook.


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    Trump's VP Pick, Regional Bank Earnings, and Consumer Warning Signals 7/16/24 Jul 16, 2024
    Show notes

    Former President Donald Trump has tapped Senator J.D. Vance as his running mate. Veda Partners' Henrietta Treyz discusses. Plus, as the big banks wrap up second quarter earnings, attention now turns to the regionals. ServisFirst Bank CEO Tom Broughton lays out what his company is seeing. And, a number of retailers are sending warning signals around the consumer. R5 Capital's Scott Mushkin and Jane Hali & Associates' Jessica Ramirez explain.


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    Assassination Attempt on Former President Donald Trump 7/15/24 Jul 15, 2024
    Show notes

    Global investors are working through this weekend’s assassination attempt on Former President Donald Trump. In a rare prime time oval office address, President Biden struck a similar tone, telling Americans it’s time to lower the temperature around political discourse. Futures are broadly higher as markets weigh shifting sentiment across the country.


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    Big Bank Earnings, Biden Defiant, and Fixed Income Outlook 7/12/24 Jul 12, 2024
    Show notes

    JPMorgan, Citi, and Wells Fargo kick off second quarter earnings season. Argus Research's Stephen Biggar tees up the results. Plus, President Biden is remaining defiant in his fight to keep his campaign afloat. Raymond James' Ed Mills explains. And, the prospect for rate cuts could be a boon for fixed income investors. Goldman Sachs Asset Management's Gurpreet Garewal discusses.


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    June CPI, Oppenheimer's Best Smidcap Ideas, and Inflation's Consumer Impact 7/11/24 Jul 11, 2024
    Show notes

    Today's CPI report is expected to show a slight increase in headline inflation on a monthly basis. Bank of America's Aditya Bhave gives his forecast. Plus, Oppenheimer is out with its Best Smidcap Ideas list. Jed Kelly makes the case for Genius Sports. And, sticky inflation may be taking too big a toll on consumer spending. Compass Diversified CEO Elias Sabo explains what his business is seeing.


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    Rate Risk for Markets, AI Alternatives, and Japan's Rally 7/10/24 Jul 10, 2024
    Show notes

    Fed Chair Jay Powell says keeping rates restrictive for too long poses a risk to the labor market. Blanke Schein Wealth Management's Robert Schein and Payne Capital Management's Courtney Garcia dive into the impact on the markets. Plus, the AI trade continues to drive the S&P 500 and Nasdaq to record highs. Citi's Drew Pettit recommends alternative names to hedge against the exponential growth rates. And, it's not just the U.S. – Japan's stock market is experiencing a rally of its own. Neuberger Berman's Kei Okamura discusses.


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    Powell on Capitol Hill, 10% Market Correction, and Innovation vs. Concentration 7/9/24 Jul 09, 2024
    Show notes

    Fed Chair Jay Powell heads to Capitol Hill for two days of testimony. The New York Times' Jeanna Smialek tees up the event. Plus, Morgan Stanley's Mike Wilson is warning a 10% market correction is highly likely. Main Street Asset Management's Erin Gibbs gives her take. And, Jim Cramer says investors should focus on innovation, not market concentration. 2/13 Strategic Partners' Greg Sarian discusses.


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