Morning Call

Brian Sullivan reveals the result of a Twitter poll on whether you believe the U.S. economy is headed for a recession this year or over the longer term. Svein Holsether, CEO of Yara International, discusses the driving factors behind higher prices for fertilizer, natural gas and in turn food, and whether it’s more of a supply or demand issue. Mark Yusko of Morgan Creek Asset Management discusses how the market sell-off is extending to all asset classes, and why he doubts the Fed will raise rates by 50 basis points in May. Plus, Degas Wright of Decatur Capital discusses the market slide and how to identify companies and stocks that have pricing power in an inflationary environment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today is Earth Day, and what better way to celebrate it than reduce the use of plastics in products like toys? James Zahn of The Toy Insider joins us today to talk about the toy industry’s move to sustainable materials, even amid rising manufacturing costs and delays. Plus, a Florida bill to revoke Disney World’s designation as a special tax district is moving forward. Former Walt Disney Resort Executive Vice President Lee Cockerell gives his take on as the current situation. And, Congress is back to work with a full agenda, at the top of which is reviving President Biden’s Build Back Better plan. Ed Mills of Raymond James gives us the details. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Following Netflix’s stock plunge this week, the S&P and NASDAQ are down three of the past four days. Ryan Payne of Payne Capital Management gives his take. Plus, will workers ever fully return to the office? Marcus & Millichap CEO Hessam Nadji joins us to discuss the outlook for commercial real estate. And, Tesla beats profit expectations in its latest earnings report. Jeffries Managing Director Philippe Houchois breaks it down for us. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix shares are tumbling as subscribers leave the streaming service, but is the stock still worth your money? Plus, what Tesla shareholders want to know ahead of the company’s earnings report, including whether Elon Musk is taking his eye off the ball with his bid for Twitter. And, how an under-the-radar company is making headlines with an over-the-top payday for its CEO. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Corn and other commodity prices are rising as the war in Ukraine continues. Bill Baruch of Blue Line features talks about the latest. Plus, a new form of renewable energy might be in natural gasses from farmhouses, according to John Pettigrew of National Grid. And, Kevin Simpson of Capital Wealth Planning gives his take on the trading day ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Axios’ Sara Fischer and CFRA analyst Angelo Zino discuss the move by Twitter’s board to limit Elon Musk’s ability to increase his stake in the company, and whether he could potentially secure financing for his takeover bid. Plus, Eric Nuttall of Ninepoint Partners says the combination of underinvestment and falling inventories could lead to oil prices hitting an all-time inflation-adjusted high by 2023. And, the CEO of Coldwell Banker Real Estate weighs in on the state of the housing market, with mortgage rises continuing to move well above 5%. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Housing prices continue to rise, along with mortgage rates. We discuss the market with Howard Hughes CEO David O’Reilly, and talk about where Americans are moving right now. Plus, it’s a big day for bank earnings, with four big banks set to report their quarterly results after JPMorgan’s report yesterday. We dig into the sector with CFRA’s Ken Leon. And Brian’s RBI focuses on food inflation, and how it is impacting consumers and companies. We discuss the new challenges facing restaurants with Chef David Burke. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“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.

Commodity prices such as oil, wheat, and corn are ticking back up. We discuss the broader market impact with Chantico’s Gina Sanchez, and the impact on inflation with NatWest’s Michelle Girard. Plus, some residents in Shanghai are being allowed to slowly leave their Covid-related lockdowns. Our own Eunice Yoon reports. And we check in on the latest conflict in Mariupol, Ukraine, with our own Raf Sanchez who joins from on the ground in Lviv. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Elon Musk is no longer joining the board of Twitter, says the CEO. So what does it mean for the stock, for Musk, and for the company? We discuss with Jon Najarian and The Guardian’s Alex Hern. Plus, it’s a big week for inflation data, the first to show the impacts of the war on global pricing. And we check in on the state of small business with Small Business Roundtable’s John Stanford, on the heels of employment data out of the NFIB. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.