Morning Call

We take a look at the top five stocks seeing the most insider purchasing this week from C-suite executives. Plus, famed chef and owner of Le Bernardin in New York, Eric Ripert, joins to discuss food inflation and how his restaurant is having to adjust. And Jeff Currie of Goldman Sachs joins to discuss commodity prices, including those outside of just oil and gas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Biden has arrived in Brussels, where NATO and G-7 leaders are meeting to discuss responses to the war in Ukraine. We discuss possible outcomes with Kevin Book of ClearView Energy Partners, Ian Lesser of the German Marshall Fund, and our own Kayla Tausche. Plus, Billionaire investor Thomas Tull joins to discuss how his thesis is changing amid global market uncertainty, and his recent continued purchases of FIGS. 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.

Oppenheimer's Brian Nagel breaks down Nike's latest quarter, including how the company is navigating supply chain issues in Asia. Plus, Robert Frank profiles the Colorado mountain lair of Russian oligarch Roman Abramovich, that's become a potential seizure target by U.S. authorities. And, Brian Sullivan details why the small caps have been outperforming the broader market, and which names are leading the way. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Boeing are under pressure after a 737 crashed in China this morning. We take a look at the impact and go over what we know about the incident so far. Plus, Ali Arouzi joins us from on the ground in Lviv, and we discuss China’s role with corporate advisor Robert Kuhn. And Brian’s RBI focuses on the recent Covid trends in the U.S. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Covid lockdowns in China are impacting the global supply chain once again. Our own Lori Ann LaRocco joins to discuss who is being impacted and when things will ease. Plus, we check in with Molly Hunter on the ground in Lviv, a safe-haven city in Ukraine that saw strikes just four and a half miles outside the city center. And Mark Wilf, Chair of the Jewish Federations of North America, joins to discuss the Federations’ fundraising for Ukrainian refugees, after returning from a mission to the Polish-Ukrainian border. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed raised rates and is signaling six more hikes this year. We discuss what it means for the markets with Ryan Detrick, Keith Lerner, and Larry McDonald. Plus, we are on the ground in Lviv with Molly Hunter, who reports as air strikes on civilian targets continue in the west of Ukraine. And Brian’s RBI looks at why gas prices at the pump are still elevated, if global oil prices are already coming back down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chinese tech stocks are rebounding, after hitting historic lows, with Alibaba, Tencent, JD.Com, and more popping over 20% overnight. We speak with Eunice Yoon about what’s behind the rebound, and Jon Najarian explains some of the options action happening in the U.S.-listed shares of the stocks. Plus, we take a look at technical trends in oil and the S&P with Mark Newton of Fundstrat, and explore what the signals are telling us. And our own Leslie Picker joins to discuss Russia’s default deadline today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Priya Misra of TD Securities discusses just how aggressive the Federal Reserve will be in hiking interest rates and unwinding its balance sheet. Plus, Ben Harburg of MSA Capital and Cyrus Mewawalla of GlobalData pinpoint what's behind the dramatic declines in Chinese tech stocks. And Martin Shanahan of IDA Ireland discusses why the country is still an attractive destination for foreign investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Fed meets later today to discuss interest rates, and is expected to raise the benchmark rate amid rising inflation. We discuss the likely outcomes with Kemper’s Anneka Treon and former Vice Chair of the Federal Reserve Roger Ferguson. Plus: our own Molly Hunter reports from on the ground in Lviv, to discuss the most western attack by the Russians since the start of the war in Ukraine. And the tech sector has seen a dramatic slowdown this year, but Jared Weisfeld of Jefferies says there is still some tailwind opportunity in specific areas like cybersecurity and software. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.