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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:

Tech's Potential Headwinds, Earnings Season Ahead, and Negative Company Guidance 04/11/23 Apr 11, 2023

Show notes

Tech could be facing some potential headwinds following a 29% slump in PC sales for the first quarter. Big Technology's Alex Kantrowitz gives the outlook. Plus, investors are gearing up for earnings season as worries of a massive earnings decline loom on Wall Street. Delancey Wealth Management's Ivory Johnson explains the impact on the markets. And, as of last week, 106 companies in the S&P 500 had issued Q1 earnings guidance, with roughly three quarters of those companies giving negative guidance. Aureus Asset Management's Karen Firestone discusses where she's putting money to work.

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March Jobs Report, U.S.-China Relations, and Gold Prices 04/10/23 Apr 10, 2023

Show notes

Investors are getting their first real chance to trade on the back of Friday's monthly employment report. Silvercrest Asset Management's Robert Teeter, Wells Fargo's Sarah House, ZipRecruiter's Julia Pollak, and Invesco's Brian Levitt discuss the markets' week ahead. Plus, the U.S. Navy says one of its missile destroyers carried out operations in the South China sea earlier today. China Beige Book International's Shehzad Qazi explains what this means for the global economy. And, gold is holding above the $2,000 an ounce mark, though it's slipping on expectations of another rate hike by the Fed next month. MKS Pamp's Nicky Shiels breaks down the latest.

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China's Taiwan Problem, Mastercard's Latest Spending Data, and the Warner Brothers Discovery One-Year Anniversary 04/06/23 Apr 06, 2023

Show notes

Taiwan is keeping a close eye on a Chinese aircraft carrier after China condemned the meeting between Taiwan president Tsai Ing-Wen and U.S. House Speaker Kevin McCarthy yesterday. Rhodium Group's Noah Barkin discusses the latest. Plus, Mastercard is out with its latest SpendingPulse data, showing spending growth increased by a smaller amount in March compared to February. Mastercard's Steve Sadove breaks down the results. And, Warner Brothers is approaching its one-year anniversary of merging with Discovery as the streaming wars heat up. Wolfe Research's Peter Supino explains why he's bullish on the stock.

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OPEC's Surprise Output Cut, Inflation's Road Ahead, and the Friday Jobs Report 04/05/23 Apr 05, 2023

Show notes

OPEC's surprise output cut is sending crude prices to their highest levels since January, but is this week's more than 11% pop enough to kick U.S. production into high gear? Earthstone Energy CEO Robert Anderson weighs in. Plus, Cleveland Fed President Loretta Mester says, despite some small inroads, there's still more work to do to lower inflation. Cadinha and Compnay's Kalei Cadinha-Pua'a discusses how she's investing. And, yesterday's JOLTS data is sending stocks lower. G Squared Private Wealth's Victoria Greene explains her expectations for the monthly jobs report.

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Apple's Record Q1, the Energy Sector's Pop, and Recession Probabilities 04/04/23 Apr 04, 2023

Show notes

Apple is higher this year, with the stock finishing Q1 with its best gains since Q3 of 2020. D.A. Davidson's Tom Forte explains what's ahead for the company. Plus, on the heels of crude's pop, the S&P 500 energy sector is coming off an almost 5% gain -- its best gain in six months. Cowen's Jason Gabelman discusses which stocks are best positioned. And, a new note from JPMorgan says the probability of a recession has likely increased. Blanke Schein Wealth Management's Robert Schein and CFRA's Sam Stovall explain the impact on the markets.

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OPEC's Surprise Production Cut, Taiwan's U.S. Visit, and Disney's Annual Shareholder Meeting 04/03/23 Apr 03, 2023

Show notes

Oil prices are spiking after OPEC+ made a surprise production cut of more than one million barrels per day from the market starting in May. CIBC Private Wealth's Rebecca Babin gives the energy outlook. Plus, Taiwan's president is set to wrap up her visit to the U.S. through a meeting with House Speaker Kevin McCarthy and other top lawmakers. Longview Global's Dewardric McNeal explains the impact it may have on the markets. And, Disney is holding its first annual shareholder meeting since Bob Iger returned as CEO. Variety's Brent Lang discusses what to expect.

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Best and Worst Sectors This Quarter, Backlash Against A.I., and February PCE 03/31/23 Mar 31, 2023

Show notes

As the markets' wrap up the first quarter of the year, two sectors are moving in opposite directions, with tech bouncing back and financials falling. Laffer Tengler Investments' Nancy Tengler and Piper Sandler's Stephen Scouten weigh in on how to trade the moves. Plus, Elon Musk and Apple co-founder Steve Wozniak are among tech leaders calling for a six month pause in the development of new A.I. technology due to the potential danger to society. GlobalData's Cyrus Mewawalla gives his opinion on the matter. And, one key data point front and center this morning will be February PCE, the Fed's preferred read on inflation. Chantico Global's Gina Sanchez and Evans May Wealth's Elizabeth Evans break down what the results may mean for the markets.

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Communication Services' Outperformance, Dow Transports' Underperformance, and the Final Days of the First Quarter 03/30/23 Mar 30, 2023

Show notes

The communication services sector has been an outperformer so far this year, but there are signs of even more opportunity in the sector. New Street Research's Jonathan Chaplin and Bernstein's Mark Shmulik give the outlook. Plus, freight is moving in the other direction, with the Dow Transports underperforming the broader market due to tightening loan and credit conditions. GXO Logistics CEO explains what his company is seeing. And, with just two trading days left in the first quarter, what's in store for the markets? Glenmede's Michael Reynolds and Gilman Hill Asset Management's Jenny Harrington weigh in.

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Regional Bank Outlook, Apple's Buy Now, Pay Later, and the Semiconductor Sector 03/29/23 Mar 29, 2023

Show notes

The fallouts of SVB and Signature Bank are still rippling through the regional bank sector, but one bank is faring better than most of its peers. Univest Financial CEO Jeffrey Schweitzer explains his bank's outlook. Plus, Apple is officially making its latest venture into financial services with the launch of its Buy Now, Pay Later service. Zilch CEO Philip Belamant discusses the impact on his payment business. And, Micron reported its worst quarter in history yesterday, but shares are still higher in the pre-market. CFRA's Angelo Zino breaks down the impact on the chips sector.

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Bank Failure Hearings, the Fed's Path Forward, and a Recession Forthcoming? 03/28/23 Mar 28, 2023

Show notes

U.S. lawmakers are kicking off two days of hearings on Capitol Hill today to investigate the collapses of Silicon Valley Bank and Signature Bank. Former Deputy Treasury Secretary Sarah Bloom Raskin weighs in on what to expect. Plus, BlackRock says markets are wrong about the Federal Reserve's rate hiking campaign as the central bank remains firm in its fight against inflation. Horizon Investments' Zachary Hill gives his take. And, DoubleLine Capital CEO Jeffrey Gundlach says a recession is imminent as turmoil in the banking sector rolls on. Payne Capital Management's Courtney Garcia discusses what she's seeing.

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