Morning Call

Airline earnings kick off today with Delta reporting fourth quarter results before the bell. Sheila Kahyaoglu of Jefferies joins to discuss whether omicron-related cancellations are impacting demand now along with supply, and how that could impact results. Plus, CPI data showed an increase of 7% year-over-year in December, marking a huge jump in inflation. Priya Misra of TD Securities joins to discuss the Fed’s response, and why she believes they will hike rates right after they end tapering. And for the first time in a long time, a private equity company is going public. Our own Leslie Picker joins to discuss the company, TPG, and what investors can expect. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Retailers are facing their post-holiday slump, as they also face supply chain and staffing issues. SW Retail Advisors’ Stacey Widlitz joins to discuss the space. Plus, our own Ylan Mui has a report on the renewed efforts to restrict Congressional leaders’ ability to own and trade stocks. And Damanick Dantes of CoinDesk joins to discuss the latest slump in Bitcoin and other cryptocurrencies. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Former St. Louis Fed President William Poole discusses whether Jay Powell should be confirmed for a second term as Fed chairman. Plus, how the Reddit crowd has changed the game when it comes to stock and options trading, a year after the "meme stock frenzy". And, a list of the top and fastest-growing brands by age group, from Baby Boomers to Gen Z. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The SBA has distributed over $13B in grants due to the pandemic, but some small businesses say they’ve been mistakenly denied loans. Our own Kate Rogers investigates. Plus, U.S.-Russia tensions are in focus today as delegations from both countries meet in Geneva. Brian Gardner of Stifel discusses what’s at stake for Biden. And the CEO of Rolls-Royce Motor Cars joins to discuss the company’s recent results and their path to a greener fleet of cars. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Chevy’s new electric pickup sold out just 12 minutes after its announcement at CES, another sign of growing demand for electric cars. Could this be the year of consumers finally adopting electric vehicles? Tim Higgins of the Wall Street Journal joins with his take. Plus, Jon Najarian joins to discuss the options movement in Gamestop and other “meme” stocks, as shares of the first are moving on reports of its development of an NFT marketplace. And it’s jobs Friday, with government payroll data set to be released at 830—but does it matter this month? RBC’s Tom Porcelli doesn’t think so. He tells us why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech has been sinking so far in 2022. We discuss what’s behind the moves. Plus, Covid hospitalizations are spiking. But how do we understand the data? Dr. Michael Daignault, an emergency physician in LA, joins with his thoughts. And Brian’s RBI focuses on the states where people moved to and out of in 2021. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

CES is kicking off, and while things are mostly remote, the headlines are as ambitious as ever. Scott Stein of CNET joins to discuss some of the announcements. Plus, Covid hospitalizations in New Jersey have crossed 5,000 for the first time since May 2020. We speak with University Hospital Newark CEO Dr. Elnahal about what things look like on the ground. And Jeff Kilburg of Sanctuary Wealth joins to discuss what sectors he thinks investors should be exposed to in 2022. 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.

It’s the first trading day of the year, after a strong end for stocks. We discuss where investors can put their money, and Stephanie Link joins us for a recap of how her top Q4 picks have performed. Plus, airline cancellations continue to rack up, with weather and Covid impacting flights and staffing. Our own Leslie Josephs joins for an outlook on the sector. And Dr. Carlos Del Rio of Emory joins to discuss what we know now about the impact of Covid on children. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

On this final trading day of the year, we take a look at the best performing stocks and sectors, and discuss the opportunities available in 2022. Joel Kulina of Wedbush and Mark Mahaney of Evercore ISI join us to discuss their top picks in technology for 2022. And J.P. Morgan’s Joyce Chang joins with her outlook on emerging markets, Chinese stocks, and the Japanese economy. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.