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Morning Call — 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.

Latest Episodes:

Debt Limit Deadlock, Regional Banking Reckoning, and Commodities’ Bull Market Super-Cycle 05/09/23 May 09, 2023

Show notes

President Biden is set to hold a face-to-face meeting today with top congressional leaders to break the current debt limit deadlock. Strategas Research Partners’ Dan Clifton weighs in on the situation. Plus, the latest report from the Federal Reserve suggests the recent regional banking turmoil may lead to a greater economic downturn than expected. Piper Sandler’s Stephen Scouten discusses the impact. And, many strategists say there’s plenty of upside for commodities in the coming months. Wells Fargo Investment Institute’s John LaForge explains the bull market super-cycle.

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The Read on Regional Banks, EU Tech Data Pushback, and the Debt Ceiling Battle 08/08/23 May 08, 2023

Show notes

The read on the regional banking sector continues ahead of new data on loans today. Synovus CEO Kevin Blair explains what his bank is experiencing. Plus, the chief executives of five EU tech companies are pushing back on a proposed set of new regulations from Brussels. Brainlab CEO Stefan Vilsmeier explains why he signed that letter of concern. And, a group of Senate Republicans say they will oppose the Democrats' plan to vote on a bill that only raises the U.S.' borrowing limit without addressing other matters. AEI's James Pethokoukis weighs in on the debt ceiling battle.

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The April Jobs Report, the Regional Bank Reckoning, and Apple's Earnings Beat 05/05/23 May 05, 2023

Show notes

The April jobs report is out this morning, with economists expecting employers to have added 180,000 net new jobs last month. University Hospital CEO Edward Jimenez explains what his hospital is seeing. Plus, the regional bank ETF is on pace for its worst week since early March when Silicon Valley Bank collapsed. RBC Capital Markets' Gerard Cassidy weighs in on the sector. And, Apple shares are higher after the company beat on earnings due to an increase in iPhone sales. Oppenheimer's Martin Yang discusses why he's raising his price target of the stock.

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The Fed's Tenth Straight Rate Hike, Apple Earnings on Deck, and the White House's AI Probe 05/04/23 May 04, 2023

Show notes

The Federal Reserve approved its tenth straight interest rate hike in just over a year yesterday, marking the Fed's most aggressive tightening cycle since the 1980's. NatWest Markets' Michelle Girard gives her thoughts. Plus, Apple reports results for its fiscal second quarter today, rounding out earnings season for big tech. Laffer Tengler Investments' Nancy Tengler discusses what she's expecting. And, VP Kamala Harris will be meeting with the CEOs of AI-related companies today to discuss the regulation of artificial intelligence. GlobalData's Cyrus Mewawalla explains the potential impact on the sector.

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The Fed's Latest Policy Decision, Regional Banking Turmoil, and Oil's Massive Losses 05/03/23 May 03, 2023

Show notes

The markets are all but certain the Fed will announce a 25-basis point rate hike at its meeting today, which would bring the benchmark rate to a 16-year high of 5.1%. Morgan Stanley's Seth Carpenter lays out his expectations. Plus, the regional banking sector closed at its lowest level since November 2020 yesterday. KBW's Christopher McGratty discusses the latest. And, it's not just regional banks: oil is down more than 1% today, extending yesterday's massive losses amid worries about the global economy and fuel demand. Energy Aspects' Amrita Sen weighs in on the sector.

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The Fed’s Monthly Meeting, Avoiding a U.S. Debt Default, and Uber Earnings on Tap 05/02/23 May 02, 2023

Show notes

The Fed kicks off its two-day policy meeting today, where a tenth interest rate increase is expected. Goldman Sachs Asset Management’s Ashish Shah breaks down his expectations. Plus, President Biden has reportedly called for an emergency meeting at the White House to discuss how to avert a U.S. debt default. Raymond James’ Ed Mills discusses the latest. And, Uber reports earnings this morning as the ridesharing company continues to outperform rival Lyft. D.A. Davidson’s Tom White explains which stock he prefers.

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JPMorgan's First Republic Takeover, Big Tech's Outperformance, and the State of Cybersecurity 05/01/23 May 01, 2023

Show notes

JPMorgan will be buying most of First Republic's assets after the regional bank was seized by U.S. regulators. Steward Partners Global Advisory's Eric Beily and Douglas C. Lane & Associates' Sarat Sethi discuss the impact on the markets. Plus, big tech is leading stocks higher with bets on growth being the hottest trade on the street. Big Technology's Alex Kantrowitz breaks down what it means for Apple's earnings this week. And, the U.S. continues to watch cybersecurity threats around the world, particularly from Russia, China, and North Korea. SentinelOne CEO Tomer Weingarten explains what his business his seeing.

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Kansas' Anti-ESG Bill, Exxon Mobil & Chevron Earnings, and Amazon's Revenue Outlook 04/28/23 Apr 28, 2023

Show notes

Kansas has become the latest state to push back against ESG investing in a new bill passed this week. Kansas State Treasurer Steven Johnson explains why he supports the legislation. Plus, Exxon Mobil and Chevron are set to report results today, capping out the busiest week of earnings season. RBC Capital Markets' Biraj Borkhataria's discusses the outlook. And, Amazon shares are slumping despite an earnings and revenue beat. JMP Securities' Nicholas Jones breaks down why he's still bullish on the stock.

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Meta Shares Popping, First Republic's All-Time Low, and Southwest's Continued Headaches 04/27/23 Apr 27, 2023

Show notes

Meta shares are popping after the company posted an unexpected increase in sales and issued better-than-expected guidance for the current period. Hargreaves Landsdown's Sophie Lund-Yates explains what this means for the remainder of tech earnings. Plus, First Republic shares are hitting an all-time low as the bank struggles to stabilize its balance sheet, overcome a massive withdrawal in customer deposits, and prevent any future runs. Financial Times' Stephen Gandel discusses the latest. And, the story for Southwest Airlines has been its operational nightmares in recent months. Citigroup's Stephen Trent breaks down the potential impact on its latest earnings report.

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Microsoft's Earnings Beat, Alphabet Shares Rising, and a New Warning for Markets 04/26/23 Apr 26, 2023

Show notes

Microsoft shares are higher after beating revenue and earnings expectations for the third quarter. Oppenheimer's Timothy Horan breaks down the results. Plus, shares of Alphabet are also rising on its first earnings beat in more than a year. Arete Research's Richard Kramer discusses what this means for big tech. And, a new warning from Goldman Sachs says systematic money managers are more likely to be sellers in the coming weeks. Waddell & Associates' David Waddell and CIC Wealth's Malcolm Ethridge discusses the impact on the markets.

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