Morning Call

Bank earnings season begins with concerns about loan growth and consumer spending pressures. Build-A-Bear CEO talks about credit card pressures impacting spending. Investing strategies for higher interest rates are shared by Gilman Hill Asset Management and GLJ Research. The podcast also discusses Microsoft's takeover of Activision Blizzard and the volatile situation in Jerusalem.

The global software market is projected to grow by $1.35 billion by 2027. Braze CEO Bill Magnuson discusses what his company is seeing. Plus, how do higher rates impact capital expenditure? Einride CEO Robert Falck weighs in. And, it's been one year since the S&P 500 bottomed out at 3,577. Washington Cross Advisors' Kevin Caron, Apex Financial's Lee Baker, and G Squared Private Wealth's Victoria Greene explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tal Jacobson, CEO of Perion Network, shares the company's response to Israel-Hamas conflict. Stephen Myrow of Beacon Policy Advisors discusses the House Speaker vote. Steven Meier from NYC Retirement System talks about pension funds and investments. Topics include Israel's ongoing conflict, business climate, and effects on Israeli companies.

The conflict in Israel enters its fourth day today as thousands of citizens evacuate the region. WalkMe CEO Dan Adika describes what it's like operating in Tel Aviv. Plus, Pepsi reports earnings this morning as the stock underperforms the broader consumer staples sector. Professional Advisory Services' Jeremy Goldberg explains what he's expecting as a shareholder. And, one part of the economy significantly impacted by higher rates is housing. Moody's Analytics' Cristian DeRitis explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors are closely watching the biggest conflict in Israel in over 50 years. The unrest in Israel is causing the price of oil to surge. Surging rates are also putting pressure on stocks. The podcast discusses the impact of the conflict on the stock market, global financial markets, and safe haven assets. It also provides updates on the conflict, including the ongoing airstrikes in Gaza and the support from the US for Israel. The speakers analyze the recent sell-off in oil and potential disruptions to supply. They also discuss various news topics, investor anxiety, stock preferences, and the effects of recent events in Israel on the markets and economy.

The monthly jobs report is out today, with economists expecting employers to have added 170,000 jobs in September. Aetrex Worldwide's Matt Schwartz describes the employment landscape in his industry. Plus, high rates continue to put pressure on stocks. Federated Hermes' Steve Chiavarone and F/M Investments' Alex Morris explain. And, how will the markets close out what's been a volatile trading week? CIC Wealth's Malcolm Ethridge weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Constellation Brands reports earnings this morning, offering insight into consumer spending trends. Optimize Advisors' Mike Khouw tees up the results. Plus, surging Treasury yields continue to put pressure on stocks. Palisade Capital Management's Dan Veru explains. And, does yesterday's rally have more room to run? Vital Knowledge's Adam Crisafulli weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

A growing number of unions are striking across the country. Former Acting Labor Secretary Seth Harris and American Enterprise Institute's James Pethokoukis explain. Plus, Ice Brent continues to trade at its lowest level in three weeks. RBC Capital Markets' Helima Croft discusses. And, surging Treasury yields are putting pressure on the broader markets. Silvercrest Asset Management's Robert Teeter and Truist Advisory Services' Keith Lerner lay out what's ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The debate around whether the Federal Reserve can pull off a soft landing is heating up. Citi Global Wealth Management's Steven Wieting and Bank of America's Aditya Bhave discuss. Plus, the consumer staples sector has been underperforming the broader market so far this year. Miller Tabak & Co.'s Matt Maley and Horizon Investments' Scott Ladner give the bull and bear cases for the sector. And, surging Treasury yields are putting pressure on stocks. UBS Global Wealth Management's Mark Andersen and Defiance ETFs' Sylvia Jablonski explain. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stocks may be nearing a technical inflection point to start the new trading quarter. Bank of America’s Stephen Suttmeier explains. Plus, oil prices are coming off a wild month as concerns about China and Saudi Arabia mount. Again Capital’s John Kilduff discusses. And, what’s the outlook for the markets into year-end? The Glenview Trust Company’s Bill Stone and G Squared Private Wealth’s Victoria Greene weigh in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.