Morning Call

The key driver for the markets today is the release of the December CPI report. Moody's Analytics' Mark Zandi tees up the number. Plus, the SEC has approved the first Spot Bitcoin ETFs - ones that bulls are betting will draw in new investors into crypto. Bitwise CEO Hunter Horsley discusses the outlook for his company's ETF. And, stocks are rebounding after a rocky start to the year. AlTi Global's Nancy Curtin and CIC Wealth's Malcolm Ethridge explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The House returns from the Christmas recess today with less than two weeks to avoid a partial government shutdown. Strategas' Courtney Gelman explains. Plus, tech stocks are rebounding on renewed optimism over artificial intelligence. Wedbush's Dan Ives discusses. And, bond yields are back above 4% after retreating from that key level yesterday. Principal Asset Management's Seema Shah and G Squared Private Wealth's Victoria Greene dive into the impact on the markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Boeing shares are sinking after an in-flight blowout grounded most of the carriers planes. Jefferies’ Sheila Kahyaoglu explains. Plus, the JPMorgan Healthcare Conference kicks off this week. Barclays’ Emily Field tees up the event. And, what’s ahead for Apple following its worst week to start a year since 1982? Arete Research’s Richard Kramer weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The monthly jobs report is out this morning, with economists expecting employers to have added 170,000 jobs in December. Old National CEO James Ryan describes the hiring landscape in the banking sector. Plus, as market leadership broadens out, there may be a compelling case for small-caps. Alger’s Amy Zhang gives her top picks. And, stocks are set to snap a 9-week win streak. Waddell & Associates’ David Waddell and Wynsource Partners’ Bonawyn Eison discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It’s been a rough start to the new trading year as the Santa rally fails to materialize. Former Bridgewater Chief Investment Strategist Rebecca Patterson gives her big investment idea for 2024. Plus, this week marks the beginning of the holiday returns season. FedEx VP of Commercialization Ryan Kelly explains what he’s seeing on the ground. And, what’s in store for the trading day ahead? Washington Crossing Advisors’ Kevin Caron and Hightower’s Stephanie Link 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 coming off a 4 percent decline – their biggest drop in four months. Big Technology’s Alex Kantrowitz explains. Plus, we are less than two weeks out from the Republican Iowa Caucus. Stifel’s Brian Gardner discusses what’s at stake. And, today is the final trading day of the “Santa Rally” period. Fairlead Strategies’ Katie Stockton makes the case for one sector in 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil prices are starting the new year higher following a clash between Houthi rebels and the U.S. Navy. FreightWaves CEO Craig Fuller gives the latest. Plus, a new year means new opportunities for stocks. G Squared Private Wealth’s Victoria Greene lays out her top picks. And, the holiday shopping season is not over just yet as consumers head back to stores to return or exchange gifts. D.A. Davidson’s Michael Baker wraps up retail for the year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today marks the last trading day of 2023 with the major indices near record highs. CIC Wealth's Malcolm Ethridge gives his top stock pick for 2024. Plus, it's been a wild year for the cyber space as more companies report security breaches. Qualys CEO Sumedh Thakar discusses what his business is seeing. And, the rise in geopolitical tensions is providing a boost to the defense sector. Decatur Capital's Degas Wright lays out which stocks he's bullish on. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's been a year of disruption for the media and entertainment industry. AlixPartners' Grace Lee lays out the road ahead. Plus, after a strong fourth quarter, can Amazon continue its run next year? Clockwise Capital's James Cakmak weighs in. And, the Santa Claus rally is showing no signs of slowing down with the major indices on nine-week winning streaks. LPL Financial's Quincy Krosby and Aureus Asset Management's Kari Firestone discuss what this means for 2024. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

With mortgage rates poised to come down from their record highs, the housing sector could see some relief next year. Brown Harris Stevens CEO Bess Freedman explains. Plus, OpenAI is reportedly eyeing a fresh round of funding, valuing the company at or above $100 billion. MSA Capital’s Ben Harburg discusses. And, will this year’s stock winners continue their rally in 2024? GLJ Research’s Gordon Johnson weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.