Morning Call

Live market preview and macro setup ahead of the Fed decision. Deep dive into AI supply-chain momentum driven by ASML, SK Hynix and NVIDIA H200 import reports. Semiconductor and tech earnings outlook with potential leadership rotation beyond MAG7. Discussion of UK-China diplomatic moves, European luxury softness, and implications of a weakening dollar for global trade and markets.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See 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. Morgan Brennan takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frank Holland dives into the pulse of global markets with insights on US futures and bond yields. The discussion shifts to Intel's disappointing earnings and the chip market's dynamism, featuring expert opinions on small caps versus mega-cap tech. A fascinating analysis of Japan's yen carry unwind and the implications of Jensen Huang's visit to China reveals the complexities of international trade. Plus, updates on a significant TikTok deal and a major winter storm forecast add to the global business narrative.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Steve Witkoff, a special envoy engaged in international diplomacy, shares insights from Davos on peace initiatives concerning Russia-Ukraine and Gaza. Juliana Tettelbaum provides valuable market updates, discussing European trading vulnerabilities amid investor jitters linked to President Trump's return to Davos. They explore gold's record highs as a safe haven in a volatile market and the potential impacts of geopolitical tensions on investments. Witkoff's perspective on diplomatic advancements is particularly thought-provoking.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See 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. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Eunice Yoon, a CNBC correspondent based in Beijing, dives into China's strategic considerations regarding AI chip quotas and the ongoing push for self-sufficiency. She discusses the implications of TSMC's strong performance, which has energized global chip markets. Eunice highlights the delicate balance China is trying to achieve amid geopolitical tensions and the potential impact on tech sectors. The conversation also touches on the broader ramifications for the semiconductor industry and its importance in global trade dynamics.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. CNBC Anchor Frank Holland takes listeners through top business stories with global significance. Features conversations with key leaders, analysis of business and investor trends, and impact across international markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.