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Unrest in China, Record Black Friday Sales, and Lower Stock Futures 11/28/22 Nov 28, 2022

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Unrest is erupting in cities across China overnight amid the country’s ever increasing COVID-19 lockdowns and restrictions. Longview Global’s Dewardric McNeal gives the latest. Plus, Black Friday saw record sales in online shopping, with a similar outcome expected for Cyber Monday today. R5 Capital’s Scott Mushkin breaks down his holiday outlook. And, markets are lower in pre-market trading. Fernwood Investment Management’s Cate Faddis and G Squared Private Wealth’s Victoria Greene discuss where they’re putting their money. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Black Friday Sales, an iPhone Production Slowdown, and the Shortened Trading Day Ahead 11/25/22 Nov 25, 2022

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U.S. retailers are bracing for a slower-than-normal Black Friday as inflation weighs on consumer demand. J. Rogers Kniffen Worldwide’s Jan Kniffen breaks down what to expect. Plus, the latest unrest and exodus of workers at Foxconn’s factory in Zhengzhou is adding to pressures on Apple’s production of the iPhone 14 during the company’s most important quarter. Hargreaves Landsdown’s Sophie Lund-Yates gives the latest. And, futures are pointing towards a higher open ahead of the shortened trading day. Advisors Capital Management’s Chuck Lieberman and Infracap’s Jay Hatfield discuss 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.

FTX’s Bankruptcy Hearing, Black Friday Shopping, and the State of Agriculture Supply 11/23/22 Nov 23, 2022

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The bankruptcy process for FTX is beginning, marking the latest turn in the ongoing saga that is the exchange’s high profile collapse. Investopedia’s Caleb Silver explains the key topics investors are searching for online. Plus, shares of several retail companies are up ahead of Black Friday shopping. Storch Advisors’ Gerald Storch gives his expectations for the holiday shopping season. And, earnings from John Deere are out today as Wall Street looks for insight on the state of agriculture supply. Melius Research’s Rob Wertheimer details what to watch. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Higher Oil Prices, More Retail Earnings, and Lower Futures This Morning 11/22/22 Nov 22, 2022

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Oil prices are edging higher today after both WTI and Brent Crude dove more than $5 a barrel to 10-month lows yesterday. Again Capital’s John Kilduff breaks down the outlook for energy ahead of OPEC’s next meeting. Plus, it’s the final stretch for retail earnings before holiday shopping season kicks off with Black Friday this week. SW Retail Advisors’ Stacey Widlitz discusses which names to watch. And, futures are pointing towards a muted open, but will there be a Tuesday turnaround during this shortened week? CIC Wealth’s Malcolm Ethridge, Potomac Wealth Advisors’ Mark Avallone, and Aureus Asset Management’s Kari Firestone weigh in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Disney Trades Bob Chapek in for Bob Iger as Disney CEO 11/21/22 Nov 21, 2022

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Disney’s board announced late last night that CEO Bob Chapek is out and Bob Iger is back in, marking the end of a tumultuous, nearly three-year tenure by Chapek. Financial Times’ Alex Barker gives the latest developments. Plus, the 2022 World Cup kicked off yesterday with the host nation Qatar falling to Ecuador. Washington University in St. Louis’ Patrick Rishe discusses the sports streaming landscape. And, AAA estimates more than 54 million people will travel over the Thanksgiving holiday, or about 98% of pre-pandemic levels this year. The Points Guy’s Brian Kelly explains what this means for the travel outlook. 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 in FTX, China Tech Stocks, and U.S. Equities. 11/18/22 Nov 18, 2022

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The Bahamas securities regulator says it ordered the crypto assets of FTX’s Bahamas unit to a government-controlled wallet for safekeeping one day after its parent company filed for Chapter 11 bankruptcy. TechCrunch’s Anita Ramaswamy gives the latest. Plus, China tech stocks are higher on the back of a mixed quarterly report from Alibaba. SC Asia’s Sid Choraria explains the impact on the rest of the sector. And, stocks are coming off of a two-day losing streak following a slew of hawkish comments from Federal Reserve officials. UBS Global Wealth Management’s Mark Haefele and Truist Advisory Services’ Keith Lerner discuss 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.

How Retail Earnings Are Impacting the Broader Markets. 11/17/22 Nov 17, 2022

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It’s been a mixed picture for retail, with Target warning of a consumer slowdown despite names like Walmart, Home Depot, and Lowe’s all beating expectations. Kearney Consumer Institute’s Katie Thomas explains what’s to come. Plus, Federal Reserve Governor Christopher Waller says he’s open to the idea of raising rates by half a point but stresses that inflation remains painfully high. Raymond James Investment Management’s Matt Orton discusses what this means for the markets. And, stocks are coming off a second negative session in the past three. Crossmark Global Investments’ Victoria Fernandez presents her investment thesis. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Earnings Season Rolls on as the Consumer Remains Front and Center. 11/16/22 Nov 16, 2022

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Retail earnings roll on with Target expected to report this morning on the heels of Walmart’s better-than-expected quarter yesterday. UBS’ Michael Lasser makes the case for the stock. Plus, it’s a mixed picture for Chinese tech, with names like Alibaba and JD.com reversing gains seen earlier this week. MSA Capital’s Ben Harburg gives the latest. And, stocks are looking to add onto yesterday’s gains following the PPI report and further signals of easing inflation. Cadinha & Co.’s Kaleialoha Cadinha-Pua’a and Diamond Hill’s Heather Brilliant 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.

What the Latest in Washington, D.C. Means for Wall Street. 11/15/22 Nov 15, 2022

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Former President Donald Trump is widely expected to announce his 2024 presidential bid at an event in Mar-a-Lago this evening despite a number of his handpicked candidates losing key races in last week’s midterm elections. American Enterprise Institute’s James Pethokoukis gives his thoughts. Plus, FTX says it’s been in contact with the SEC, the U.S. Attorney’s office, and dozens of federal, state, and international regulators over the past few days. CoinDesk’s Sam Reynolds explains the latest. And, Walmart and Home Depot are kicking off a week of retail earnings. Refinitiv’s Jharonne Martis discusses the state of the consumer. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Biden and Xi's G20 Meeting, FTX's Continued Fallout, and the Trading Week Ahead. 11/14/22 Nov 14, 2022

Show notes

President Biden and China's Xi Jinping are holding their first face-to-face meeting since Biden took office back in 2021 ahead of this week's G20 Summit in Bali. Eurasia Group's Anna Ashton gives the latest. Plus, sources say that FTX CEO Sam Bankman-Fried secretly transferred $10 billion in customer funds to his trading company, Alameda Research. CoinDesk's Lawrence Lewitinn explains what this means for the crypto ecosystem. And, a warning from the International Monetary Fund reports that the global economic outlook is even gloomier than projected. Global X's Jon Maier and Pivotal Advisors' Tiffany McGhee discuss 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.

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