Morning Call

CNBC
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Nov 10, 2023 • 44min

U.S.-China Relations, Stocks’ Win Streak Snapped, and Chip Check-In 11/10/23

Treasury secretary Janet Yellen will meet with China’s vice premier for a second day today ahead of next week’s APEC Summit. Longview Global’s Dewardric McNeal tees up the event. Plus, the markets are facing fresh pressure after the S&P 500 and Nasdaq snapped their longest win streaks in two years. Regions Wealth Management’s Alan McKnight and Matrix Asset Advisors’ David Katz explain. And, shares of Navitas Semiconductor are popping on a third quarter earnings beat. Navitas CEO Gene Sheridan discusses the company’s outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 9, 2023 • 44min

Disney's Earnings Beat, Tech's Winning Streak, and GXO's Holiday Forecast 11/09/23

Disney shares are moving higher following an earnings beat. Citigroup's Jason Bazinet discusses. Plus, the Nasdaq is on its longest winning streak in two years, with the boost in tech stocks coinciding with the drop in Treasury yields. Hargreaves Lansdown's Sophie Lund-Yates weighs in on the sector. And, GXO is cutting its full-year revenue outlook and warning of a holiday spending slowdown. GXO CEO Malcolm Wilson explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 8, 2023 • 44min

Disney Earnings, the State of Cybersecurity, and the Fed's Next Move 11/08/23

Disney reports earnings today, with a key focus on profitability for its streaming business. Bleakley Financial Group's Peter Boockvar tees up the results. Plus, a number of companies are facing pressure over a recent string of cyberattacks. Gen Digital CEO Vincent Pilette discusses. And, investors continue to debate the Federal Reserve's next move for rates. Silvercrest Asset Management's Robert Teeter and Capital Wealth Planning's Kevin Simpson explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 7, 2023 • 44min

Earnings This Week, China's Growth Forecast, and Rate Hike Outlook 11/07/23

A number of companies are reporting earnings today, including Uber, Occidental Petroleum, and Robinhood. KBW's Jade Rahmani previews results from D.R. Horton. Plus, the IMF has upgraded its growth forecast for China. HSBC's Fred Neumann explains. And, Minneapolis Fed President Neel Kashkari is not convinced rate hikes are over. Howard Capital Management's Vance Howard and CIC Wealth's Malcolm Ethridge discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 6, 2023 • 45min

Worldwide Exchange 11/06/23

“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.
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Nov 3, 2023 • 45min

October Jobs Report, Apple's Declining Revenue, and Stocks' Best Week of the Year 11/03/23

The monthly jobs report is out this morning, with economists expecting employers to have added 170,000 jobs during October. Milken Institute's William Lee discusses. Plus, Apple shares are under pressure after posting a fourth consecutive quarter of revenue declines. Neuberger Berman's Daniel Flax explains. And, stocks are on track for their best week of the year. Wall Street Alliance Group's Aadil Zaman and Pivotal Advisors' Tiffany McGhee weigh in on the outlook. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 2, 2023 • 45min

Apple Earnings on Tap, the Fed's Rate Pause, and the State of Freight 11/02/23

Apple reports earnings today amid concerns about demand in the U.S. and China. Essex Investment Management's Nancy Prial tees up the results. Plus, the Federal Reserve has paused its rate hiking campaign for the second straight month. Former Fed Vice Chairman Roger Ferguson discusses. And, what signals are the freight industry sending about the economy? ArcBest CEO Judy McReynolds explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Nov 1, 2023 • 45min

The Latest Fed Decision, Microsoft's Copilot Launch, and the New Trading Month 11/01/23

The latest Federal Reserve monetary policy decision is out today. Citi's Veronica Clark discusses. Plus, Microsoft is launching its AI copilot tool today. Clockwise Capital's James Cakmak explains. And, what's ahead for the new trading month? Principal Asset Management's Seema Shah and GenTrust's Mimi Duff weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Oct 31, 2023 • 45min

The Fed's Policy Meeting, Apple's New Macs, and the Final Trading Day of October 10/31/23

The Federal Reserve kicks off its two-day monetary policy meeting today. Citi's Steven Wieting gives his expectations for the decision. Plus, Apple is revamping its Mac lineup with new MacBook Pros and a new iMac. Six Colors' Dan Moren explains. And, what's ahead for the final trading day of the month? Clough Capital Partners' Vince Lorusso and Douglas C. Lane & Associates' Sarat Sethi weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Oct 30, 2023 • 45min

The State of Regional Banking, the Global PC Market, and McDonald's Earnings 10/30/23

Old National Bancorp is acquiring Capstar Financial in a partnership worth $3.3 billion. Old National CEO James Ryan discusses. Plus, Lenovo is investing $1 billion in AI over the next three years and expanding its partnership with Nvidia. Lenovo SVP Vladimir Rozanovich explains. And, McDonald's reports earnings this morning, with a key focus on higher rates, inflation, and the impact of weight loss drugs on demand. Wedbush's Nick Setyan tees up the results. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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