Morning Call

Latest Episodes:

Worldwide Exchange 12/12/22 Dec 12, 2022

Show notes

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Anchored by Brian Sullivan, the program will prepare CNBC’s worldwide audience with a smart take on overnight U.S. news and live international market action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Will China Return to Healthier Growth in 2023?; Retail Analyst: Lululemon Isn’t Suffering From a Lack of Demand; Why a “Twitter Overhang” is Pressuring Tesla’s Stock 12/09/22 Dec 09, 2022

Show notes

Shehzad Qazi of China Beige Book discusses what factors are key to renewed growth in the world’s second-largest economy. Plus, Stacey Widlitz of SW Retail Advisors says Lululemon’s issues appear to be more about the massive run-up the stock has had in recent months than a slowdown in store traffic or sales. And, Tim Higgins of the Wall Street Journal talks about the notion Elon Musk is being stretched too thin and is being distracted by spending time at Twitter to focus on his main business, Tesla. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Mastercard’s View on Consumer Spending & The Economy; Clearer Skies Ahead for Salesforce and the Cloud Sector?; Do Consumers Have An Appetite for More Streaming Ads? 12/08/22 Dec 08, 2022

Show notes

Mastercard is out with exclusive data on how inflation may impact consumer spending in the year ahead. Plus, a discussion on whether Salesforce CEO Marc Benioff can right the ship after a tough stretch for the company and the overall cloud sector. And, Alex Kantrowitz of Big Data talks about the latest entrant to the ad-supported streaming market, Disney+ Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Renewable Energy Sources, Homebuilder Stocks, and the Markets’ Losing Streak 12/07/22 Dec 07, 2022

Show notes

The race is on to replace fossil fuels with renewable energy sources, such as solar, wind, and green hydrogen. Frontier Renewables’ Balduin Hesse explains the outlook. Plus, despite beating earnings expectations on both the top and bottom lines, Toll Brothers is warning of a potential housing demand slowdown. CFRA’s Ken Leon breaks down the homebuilder stocks. And, stocks extended their losing streak yesterday, with the S&P 500 positing its fourth negative session in a row. Piper Sandler’s Craig Johnson and Gilman Hill Asset Management’s Jenny Harrington lay out the trading day ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Europe’s Energy Crisis, Goldman Sachs’ Inflation Expectations, and Economic Data on Deck 12/06/22 Dec 06, 2022

Show notes

Europe’s energy crisis is one that could tilt not just the continent, but also the entire world. into recession. RBC Capital Markets’ Biraj Borkhataria explains the latest developments. Plus, Goldman Sachs is projecting that peak inflation is behind us, but will the Fed stop raising rates in 2023? BondBloxx’s Joanna Gallegos and Manulife’s Nathan Thooft weigh in. And, markets are marginally higher ahead of more economic data and earnings out today. Wall Street Alliance Group’s Aadil Zaman previews the trading day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Latest on the OPEC+ Meeting, Stock Futures, and the Trading Week Ahead 12/05/22 Dec 05, 2022

Show notes

The price of crude oil is catching a bid after a very busy 24 hours on the energy front. RBC Capital Markets’ Helima Croft recaps the OPEC+ meeting. Plus, futures are lower ahead of the Federal Reserve’s December meeting, where investors are expecting a 50 basis point rate hike. Sanctuary Wealth’s Mary Ann Bartels gives her take. And, it’s a busy week ahead for economic data, with new reads of the Producer Price Index and ISM Services Index on deck. Veritas Financial’s Greg Branch previews the new trading day. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

EU Oil Sanctions, the November Jobs Report, and a Potential 2023 Recession 12/02/22 Dec 02, 2022

Show notes

The European Union is closing in on a possible Russian oil price cap of $60 a barrel. Sankey Research's Paul Sankey explains the implications for this weekend's OPEC+ meeting. Plus, investors are awaiting this morning's November jobs report, with economists expecting employers to have added around 200,000 jobs last month. Oppenheimer Asset Management's John Stoltzfus and Winthrop Capital Management's Greg Hahn break down the impact on the markets. And, is a 2023 recession inevitable? Ariel Investments' Rupal Bhansali weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

FTX's Sam Bankman-Fried Speaks Out, Oil Prices Rise, and Markets Look for Signs of Strength 12/01/22 Dec 01, 2022

Show notes

Congress is set to hold its first hearing on the downfall of FTX, which comes on the heels of founder Sam Bankman-Fried's conversation with Andrew Ross Sorkin at yesterday's DealBook event. CoinDesk's Tracy Wang explains the latest. Plus, oil saw 3% gains yesterday in its best day since early November. Kpler's Matt Smith breaks down the energy outlook. And, futures are lower after the major averages rallied on the back of Federal Reserve Jerome Powell's signaling that smaller interest rate hikes could come as early as this month. The Glenview Trust Company's Bill Stone and RDM Financial Group's Michael Sheldon weigh in on 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.

Tech’s Weak Spot, Oil’s Price Action, and a Housing Market Cooldown 11/30/22 Nov 30, 2022

Show notes

Rounding out the final trading day of November, tech continues to be a weak spot for investors, with the Nasdaq standing as the only major index on track to end the month lower. Arete Research’s Rocco Strauss explains the outlook for the sector. Plus, crude prices are looking at some modest gains today as investors gear up for this weekend’s meeting by OPEC+. Saxo Bank’s Ole Hansen breaks down the price action around oil. And, what do recent home price numbers mean for a potential slowdown in the housing market? Cortland’s Brad Dillman weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

China’s COVID-19 Restrictions, Cyber Week Record Sales, and a Tuesday Stock Turnaround 11/29/22 Nov 29, 2022

Show notes

Officials in China are holding a press conference today over the ongoing COVID-19 restrictions showing no signs of easing, a policy move that some think could actually create an economic opportunity down the road. Robert Kuhn, a long-term advisor to China’s leaders, explains the outlook. Plus, shopping for Cyber Week is expected to hit all-time highs this year despite concerns over a potential consumer slowdown. Telsey Advisory Group’s Dana Telsey gives her top stock picks in the sector. And, markets are marginally higher following yesterday’s selloff. Waddell & Assocs.’ David Waddell, Pivotal Advisors’ Tiffany McGhee, and Allspring Global Investments’ Margie Patel weigh in on the trading day ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected