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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:
    Houthi Airstrikes, Big Bank Earnings, and Taiwan Elections 01/12/24 Jan 12, 2024
    Show notes

    The U.S. and UK have launched a series of airstrikes against Houthi military targets in Yemen. RBC Capital Markets’ Helima Croft explains. Plus, some of the country’s largest banks report earnings today. Argus Research’s Stephen Biggar discusses. And, Taiwan is holding presidential and parliamentary elections tomorrow. William Blair’s Vivian Lin Thurston tees up the events.


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    December CPI, Spot Bitcoin ETF Approval, and Stocks' 2024 Rebound 01/11/24 Jan 11, 2024
    Show notes

    The key driver for the markets today is the release of the December CPI report. Moody's Analytics' Mark Zandi tees up the number. Plus, the SEC has approved the first Spot Bitcoin ETFs - ones that bulls are betting will draw in new investors into crypto. Bitwise CEO Hunter Horsley discusses the outlook for his company's ETF. And, stocks are rebounding after a rocky start to the year. AlTi Global's Nancy Curtin and CIC Wealth's Malcolm Ethridge explain.


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    Countdown to Shutdown, CES: Top Stocks to Watch, and Higher Bond Yields 01/09/24 Jan 09, 2024
    Show notes

    The House returns from the Christmas recess today with less than two weeks to avoid a partial government shutdown. Strategas' Courtney Gelman explains. Plus, tech stocks are rebounding on renewed optimism over artificial intelligence. Wedbush's Dan Ives discusses. And, bond yields are back above 4% after retreating from that key level yesterday. Principal Asset Management's Seema Shah and G Squared Private Wealth's Victoria Greene dive into the impact on the markets.


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    Boeing Shares Sinking, 2024 Pharma Outlook, and Apple’s Rough Week 01/08/24 Jan 08, 2024
    Show notes

    Boeing shares are sinking after an in-flight blowout grounded most of the carriers planes. Jefferies’ Sheila Kahyaoglu explains. Plus, the JPMorgan Healthcare Conference kicks off this week. Barclays’ Emily Field tees up the event. And, what’s ahead for Apple following its worst week to start a year since 1982? Arete Research’s Richard Kramer weighs in.


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    December Jobs Report, the Case for Small-Caps, and Snapping a 9-Week Win Streak 01/05/24 Jan 05, 2024
    Show notes

    The monthly jobs report is out this morning, with economists expecting employers to have added 170,000 jobs in December. Old National CEO James Ryan describes the hiring landscape in the banking sector. Plus, as market leadership broadens out, there may be a compelling case for small-caps. Alger’s Amy Zhang gives her top picks. And, stocks are set to snap a 9-week win streak. Waddell & Associates’ David Waddell and Wynsource Partners’ Bonawyn Eison discuss.


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    A Missed Santa Rally, Holiday E-Commerce Returns, and the Trading Day Ahead 01/04/24 Jan 04, 2024
    Show notes

    It’s been a rough start to the new trading year as the Santa rally fails to materialize. Former Bridgewater Chief Investment Strategist Rebecca Patterson gives her big investment idea for 2024. Plus, this week marks the beginning of the holiday returns season. FedEx VP of Commercialization Ryan Kelly explains what he’s seeing on the ground. And, what’s in store for the trading day ahead? Washington Crossing Advisors’ Kevin Caron and Hightower’s Stephanie Link weigh in.


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    Apple’s 4% Decline, Countdown to Iowa, and the Case for Financials 01/03/24 Jan 03, 2024
    Show notes

    Shares of Apple are coming off a 4 percent decline – their biggest drop in four months. Big Technology’s Alex Kantrowitz explains. Plus, we are less than two weeks out from the Republican Iowa Caucus. Stifel’s Brian Gardner discusses what’s at stake. And, today is the final trading day of the “Santa Rally” period. Fairlead Strategies’ Katie Stockton makes the case for one sector in 2024.


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    Red Sea Attacks, A New Year for Stocks, and Holiday Retail Wrap-Up 01/02/24 Jan 02, 2024
    Show notes

    Oil prices are starting the new year higher following a clash between Houthi rebels and the U.S. Navy. FreightWaves CEO Craig Fuller gives the latest. Plus, a new year means new opportunities for stocks. G Squared Private Wealth’s Victoria Greene lays out her top picks. And, the holiday shopping season is not over just yet as consumers head back to stores to return or exchange gifts. D.A. Davidson’s Michael Baker wraps up retail for the year.


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    The Last Trading Day of 2023, the Cybersecurity Space, and the Defense Sector 12/29/23 Dec 29, 2023
    Show notes

    Today marks the last trading day of 2023 with the major indices near record highs. CIC Wealth's Malcolm Ethridge gives his top stock pick for 2024. Plus, it's been a wild year for the cyber space as more companies report security breaches. Qualys CEO Sumedh Thakar discusses what his business is seeing. And, the rise in geopolitical tensions is providing a boost to the defense sector. Decatur Capital's Degas Wright lays out which stocks he's bullish on.


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    Media & Entertainment Playbook, Amazon's Strong Run, and the Santa Claus Rally 12/28/23 Dec 28, 2023
    Show notes

    It's been a year of disruption for the media and entertainment industry. AlixPartners' Grace Lee lays out the road ahead. Plus, after a strong fourth quarter, can Amazon continue its run next year? Clockwise Capital's James Cakmak weighs in. And, the Santa Claus rally is showing no signs of slowing down with the major indices on nine-week winning streaks. LPL Financial's Quincy Krosby and Aureus Asset Management's Kari Firestone discuss what this means for 2024.


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