Morning Call

Big tech is in focus this week with four of the Magnificent 7 set to report earnings. Clockwise Capital’s James Cakmak tees up the results. Plus, House Speaker Mike Johnson is supporting a vote on several foreign aid packages, including one to Ukraine. Fordham Global Foresight’s Tina Fordham explains. And, Tesla is under pressure again as it fires off another round of price cuts. Roth MKM’s Craig Irwin discusses the road ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Israel has retaliated against Iran’s unprecedented drone and missile attack. Energy Aspects’ Amrita Sen discusses what this means for oil prices. Plus, Netflix is under pressure despite blowing past subscriber growth estimates. Citi’s Jason Bazinet dives into the quarter. And, EU regulators say a preliminary probe into Microsoft’s investment in OpenAI is still ongoing. The European Commission’s Margrethe Vestager explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

There's a new cause for concern when it comes to the staying power of stocks. Goldman Sachs Asset Management's Gurpreet Garewal makes the case for fixed income. Plus, Netflix is on a roll thanks to a big boost in subscribers and its password-sharing crackdown. Annadale Capital's George Seay gives his expectations for earnings today. And, TSMC has grown profit for the first time in a year. Wedbush's Matt Bryson details the quarter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explains. And, Fed Chair Jay Powell says he needs more confidence in inflation's path forward before cutting rates. Delancey Wealth Management's Ivory Johnson and Plurimi Wealth's Patrick Armstrong discuss what this means for the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Wall Street is bracing for what could be a third straight negative session for stocks in a row. Leavell Investments' Andrew Grinstead lays out how to position from here. Plus, Morgan Stanley and Bank of America cap out first quarter big bank earnings this morning. Argus Research's Stephen Biggar gives his expectations. And Microsoft says it will invest $1.5 billion in the UAE's top AI firm, G42. EY's Jeff Wong dives into a new survey on artificial intelligence. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors around the world are coming to grips with one of the boldest attacks by Iran on Israel. CIBC Private Wealth’s Rebecca Babin discusses the impact on oil prices. Plus, a big part of the market’s slide last week was tech. Hightower’s Stephanie Link and Wedbush’s Dan Ives explain. And, Wall Street is trying to pick up the pieces after the Dow’s worst week in more than a year. Citi’s Steven Wieting and RBC’s Amy Wu Silverman lay out what’s to come. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

As the Fed's 2% inflation target remains elusive, is the mandate still a realistic goal? BNP Paribas' Daniel Morris and The Conference Board's Dana Peterson weigh in. Plus, JPMorgan and Citi kick off bank earnings today. Essex Investment Management's Nancy Prial tees up the results. And markets are closing out what has been a whipsaw week. RBC Brewin Dolphin's Janet Mui and G Squared Private Wealth's Victoria Greene wrap up the key action. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Pain at the pump, stubborn housing costs, and higher food prices are just some parts of inflation weighing on consumers. Mastercard's Michelle Meyer explains. Plus, what are the technicals saying about the direction of the markets? CappThesis' Frank Cappelleri weighs in. And, the fallout of the hotter-than-expected CPI report is hitting semi stocks. Fox Advisors' Steven Fox discusses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors are preparing for the big event of the week: March CPI. Former Fed Vice Chairman Roger Ferguson gives his expectations. Plus, the FAA is investigation new whistleblower claims around Boeing's 787 Dreamliner. Jefferies' Sheila Kahyaoglu explains. And, is the chance of three rate cuts this year off the table? Hargreaves Lansdown's Emma Wall and Capital Wealth Planning's Kevin Simpson weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Apple are falling on a new note warning of weak demand for the iPhone. Cleo Capital's Sarah Kunst lays out the road ahead. Plus, the odds for a June rate cut are at their lowest since October. WisdomTree's Jeremy Schwartz explains. And, Jim Cramer says investors should just be thankful that the Fed isn't hiking anymore. Charles Schwab's Jeff Kleintop discusses. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.