Morning Call

The Fed may be raising rates later this year, Sven Henrich of NorthmanTrader says the current downturn in the markets may already be curbing inflation. He discusses his outlook. Plus, rates are still low even though they’re rising—is commercial real estate a good investment for 2022? Spencer Levy of CBRE joins with his take. And Apple beat on every product segment except for iPad, where it blamed supply chain issues. The stock is up on the earnings. Daniel Flax of Neuberger Berman joins to talk about the big takeaway numbers from the report. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Futures have been volatile all morning, a continuation of the volatility we’ve been seeing all week. Jon Najarian joins to discuss what’s behind the movement. Plus, we’re also joined by Komal Sri Kumar to discuss the fallout from yesterday’s announcement by the Fed that they will likely raise rates in March. And Tesla shares are hovering lower despite beating on earnings and revenue yesterday. Is there an opportunity to buy, or should investors wait? Fairlead’s Katie Stockton 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.

“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.

“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.

Bitcoin and other cryptos have been steadily falling throughout this year. Daminick Dante of Coindesk joins to discuss what’s behind the slump, and how investors should view the space now. Plus, Russia and Ukraine relations continue to heat up—Fred Kempe of the Atlantic Council joins with his take on what’s at stake for Biden and global politics. And does Netflix’s subscriber slowdown signal something bad for other streamers? Axios’s Sara Fischer joins with her thoughts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Secretary of State Antony Blinken is meeting with his Russian counterpart, Foreign Minister Sergey Lavrov, today in Geneva, amid tensions around Russia possibly entering Ukraine. We speak with the Financial Times Moscow Bureau Chief about what to expect from the meeting. Plus, Netflix shares are down around $100 per share, on weak subscriber growth and guidance out of the company’s fourth quarter earnings report. We break down the wild drop with Wedbush’s Joel Kulina. And Peloton shares moved below their IPO price after a report from CNBC that the company is halting production of some of its products. We discuss the stock moves and options actions in the shares with Jon Najarian. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Nasdaq has fallen into correction territory, driven largely by rate and bond fears. We speak with former UK Treasury Minister Jim O’Neill about what investors should be watching with tech and the 10-year. Plus, RBC’s Helima Croft says that many western capitals are now seeing Russia invading Ukraine as a base case scenario. She joins to discuss the risks for the Biden administration regarding sanctions and oil prices. And Netflix reports quarterly results today, and investors are worried about subscriber growth. Jason Weisfeld of Jefferies joins to talk about what he’s watching with the company. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

All-Star traders Jeff Kilburg and Jenny Harrington help explain what's behind the volatility in the markets to start the new year. Plus, former Spirit Airlines CEO Ben Baldanza discusses the dispute between airlines, Verizon and AT&T over the rollout of new 5G wireless service. And, new data on where Americans are moving, and the news may surprise some residents of the Golden State. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices are climbing and climbing, now up after a missile strike against a fuel depot in Abu Dhabi. Amrita Sen of Energy Aspects joins to discuss the geopolitical impacts on oil prices, and Bank of America’s Francisco Blanch joins with his outlook on oil and other commodities for the year. Plus, bank earnings continue today after a disappointing start that brought down the Dow on Friday. RJ Grant of KBW discusses the names he’s watching. And Brian’s RBI focuses on power prices New England, which surged this weekend to 700% more than their levels of two years ago. He breaks down why it’s happening and why it matters. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Executive Director of the IEA, Fatih Birol, joins in an exclusive interview to discuss global energy demand and the ongoing natural gas crisis in Europe. Plus, bank earnings kick off today, and analysts have low expectations. Stephen Biggar of Argus Research joins with what he’s watching. And we discuss the latest in COVID-19 hospitalizations with Dr. Michael Daignault in LA. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.