Morning Call

Brian Sullivan visits America's only operating rare earth mineral mine, to see what's changed in the supply and processing of these critical elements. Plus, Tim Lesko of Granite Investment Advisors highlights what investors need to hear from tech giants Apple, Alphabet and Microsoft when they report earnings. And, Dewardric McNeal of Longview Global says nearly every tech company summoned to a meeting with the Chinese government last fall has now come under some type of regulatory action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The markets are continuing to look volatile this morning, indicating a pullback. We discuss the path forward for investors. Plus, Tesla reports Q2 earnings after today’s bell. We discuss the price of the stock and the impact of Bitcoin. And it’s a big week for IPOs, and has been a big year too—our own Leslie Picker has the details on if or when the IPO boom will slow down. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The markets are poised to end the week higher after starting things off with a very down day. We discuss where to be positioned. Plus, American Ballet Theatre is returning to the stage, its first New York Fall season since 2019. We speak with the Executive Director about her expectations. And back to school shopping season is here. We speak with Jan Kniffen about how this year will be different from 2020, and from 2019. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The market has rebounded after Monday’s lows, with the Dow looking positive for the week. We discuss what’s behind all the moves. Plus, Bitcoin and cryptocurrencies are in focus after the big conference with Cathie Wood, Jack Dorsey, and Elon Musk. We talk about the space with GSR’s Rich Rosenblum. And Brian’s RBI focuses on the hot commodity of 2021 that’s seen a big run-up: coal. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a big down day Monday, and a big up day Tuesday, markets are pointing towards more highs. We discuss where they could go and what investors should do with their money. Plus, Netflix reported earnings that indicated slower subscriber growth in the coming quarters. We speak with Axios’s Sara Fischer about the biggest takeaways. And Bitcoin is bouncing back after its slump, slightly. We speak with Coindesk’s Lawrence Lewitinn about how to view the crypto right now. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Susquehanna’s Chris Murphy makes sense of Monday’s market sell-off, and says there are clear signs in the volatility index of what may be looming around the bend. Plus, Raymond James’ top healthcare policy analyst, Chris Meekins, lays out just what may or may not be likely in the coming months as the delta and other COVID variants spread: new lockdown measures, booster shots, vaccine mandates. And, the CEO of the South Carolina Ports Authority on the landscape for global shipping rates, and whether prices are heading anywhere but higher. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

OPEC+ has reached a deal on barrel output. We discuss the implications with Helima Croft of RBC. Plus, tensions between the U.S. and China are still on the rise, and they could impact American business operations. We speak with Longview’s Dewardric McNeal. And Brian Sullivan’s RBI focuses on whether investors will still be willing to pay oil and gas companies for drilling in the future. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Fed Chair Jerome Powell and Treasury Secretary Janet Yellen have been discussing inflation risks to the market, and the market impact of the spread of coronavirus around the world. We discuss with Stephanie Link and John Stoltzfus. Plus, reporting on U.S.-China relations regarding Hong Kong, and China’s crackdown on Didi. And we speak with the head of the Small Business Roundtable about the hiring challenges faced by small businesses today. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

A child tax credit could be coming—but most families might not realize it. Cowen’s Viven Azer joins to discuss the impact of the stimulus and what to expect. Plus, bank earnings are still going on, and we discuss the state of the financials after a mixed-to-positive picture for the sector. And members-only club Soho House is going public today—we speak with the CEO about the decisions behind joining the public markets. 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.