Morning Call

President Biden is set to hold a call with Russian President Putin this afternoon, amid ongoing tensions on the Ukraine border. Fred Kempe of the Atlantic Council joins to discuss what’s at stake in the call, and other geopolitical risks for the U.S. in 2022. Plus, former Goldman Sachs Asset Management Chairman Jim O’Neill joins to discuss his outlook for the global markets in the new year. And financials have been on a tear this year, pushing up even the broader S&P 500 index, but what does 2022 have in store? We discuss the sector with Marty Mosby of Vining Spark and Gerard Cassidy of RBC. 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 have been slammed this year, on fears of regulation and uncertainty out of Beijing. James Liu of Clearnomics joins to discuss why he is still bullish on the sector for U.S. investors, despite regulatory headwinds. Plus, Citi’s Global Head of Commodities Research, Ed Morse, joins Worldwide Exchange to discuss his outlook for the sector. And we discuss the performance of biotech and health care stocks this year, and what to expect from the market next year. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The metaverse became a hot topic for companies in 2021, but what will it look like in 2022? Tech futurist Cathy Hackl joins Worldwide Exchange with her expectations. Plus, CalSTRS CIO Christopher Ailman joins Brian Sullivan in an exclusive interview to discuss his outlook on ESG investing, and why investing in carbon markets still matters to fighting climate change. And Jeanine Wai of Barclays joins with the firm’s outlook on energy stocks 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.

Holiday retail sales jumped over 8% this year compared to 2020, in large part due to e-commerce sales. Refinitiv’s Jharonne Martis joins to discuss the retail sector and the outlook for 2022. Plus, noted emerging markets investor Mark Mobius gives us his thoughts on where to be positioned in the sector in the next year. And former Spirit Airlines CEO Ben Baldanza joins with a look at what’s behind the many airline cancellations that happened over Christmas. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

New Jersey saw Covid cases rise 42% in one day due to omicron. Dr. Shereef Elnahal, CEO of University Hospital, Newark, joins with an on-the-ground look at hospital rates. Plus, the holidays are a critical time for small businesses, but have omicron and the supply chain thrown a wrench into revenue? John Stanford of the Small Business Roundtable joins with a barometer of the sector. And we’re coming up on the “Santa Claus rally” period, AKA the last five trading days of this year with the first two of next year. Jeff Kilburg and Delano Saporu tell us what they’re watching in 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.

More countries in Europe are imposing restrictions or lockdowns due to the spread of the new omicron variant. Our own Annette Weisbach joins from Germany with the latest, and we speak with Dr. Uché Blackstock about the latest in the U.S. Plus, Ed Mills of Raymond James joins to discuss whether the Build Back Better bill is really dead, and what its next steps could be. And NAREIT’s Calvin Schnure joins with a real estate and office space outlook for 2022. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Leaders in Germany are set to make post-Christmas decisions about Covid rules, amid the spread of omicron. Our own Annette Weisbach joins from Frankfurt with the latest. Plus, markets have been volatile lately, spooking some investors. Jon Najarian and Michael Farr join with their thoughts on how to calm the waters. And the omicron variant has been impacting New York City restaurants suddenly and harshly. We speak with the Co-Owner of Schnipper’s about what he’s been seeing on the ground. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Omicron continues to spread across the globe, now being found in 89 countries. Rick Bright of the Rockefeller Foundation joins to discuss the latest and what he is watching as the virus continues to spread. Plus, Nasdaq futures are tumbling—we figure out the factors behind the implied sell-off. And crude oil prices have been sinking. We speak with Energy Aspects’ Amrita Sen about the moves. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

70 million single-stock options are set to be sold today, on this quadruple-witching day for the markets. We take a look at how the moves will impact market divergence. Plus, Russia’s global impact and push into Ukraine could impact the global natural gas market. RBC’s Helima Croft discusses how it’s related to the energy crisis in Europe. And the final insider buying of the year is here! Brian has the top five stocks seeing the most action this week. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks were higher on the Fed’s announcements yesterday—Brian and Steve Liesman take you through the big key takeaways from the meeting. Plus, farmer sentiment is at an all-year low according to a report from Purdue University. The lead investigator James Mintert of Purdue joins to discuss what’s behind the worries. And European natural gas prices are soaring, again. Brian takes a deep dive in his RBI. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.