Morning Call

SAP is launching a new generative AI copilot tool to boost productivity and efficiency. SAP CEO Christian Klein explains. Plus, lawmakers have less than two days to avert a partial government shutdown. Strategas' Jeannette Lowe discusses. And, as investors gear up for Q4, what stocks should outperform? GLJ Research's Gordon Johnson gives his top pick. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Preview of Nike's earnings results and the decline of their stock. Discussion on the challenges faced by mega-cap tech stocks. Investment professional explains investments in the growing US Latino economy.

Apple's sales, China, and regulation concerns impact the stock. $270 billion of leveraged loans are at risk of default. CEO David Foss shares insights on business. G Squared Private Wealth offers a top stock pick for Q4.

The potential for a soft landing is facing pressure amid rising consumer stresses. Jefferies' Corey Tarlowe explains. Plus, which stocks are best positioned going into the fourth quarter? CIC Wealth's Malcolm Ethridge gives his pick. And, markets are poised to give back yesterday's gains, with futures pointing towards a lower open. Oppenheimer Asset Management's John Stoltzfus and RBC Capital Markets' Amy Wu Silverman discuss. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Markets are kicking off the final week of Q3, with all three indices poised to end the quarter in the red. WisdomTree’s Jeremy Schwartz explains. Plus, missed out on the year-to-date rally and hoping to lock in some gains? Franklin Mutual Advisers’ Katrina Dudley gives her best stock idea. And, there’s a busy agenda on tap for Wall Street, but is last week’s selling a tell for this week’s action? Veritas Financial Group’s Greg Branch 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 clock is ticking towards the United Auto Workers' noon deadline today for "serious progress" from Ford, General Motors, and Stellantis. American Enterprise Institute's James Pethokoukis explains what's at stake. Plus, surging yields are sending stocks to their lowest levels in months. Principal Asset Management's Seema Shah discusses. And, what's ahead for the final trading day of the week? CFRA Research's Sam Stovall weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

FedEx shares are moving higher on an EPS beat and a raise to full-year guidance. Bernstein's David Vernon explains. Plus, investors are digesting the latest Federal Reserve policy decision, where they paused interest rate increases but signaled the potential for another hike this year. Freedom Capital Markets' Jay Woods and RBC Brewin Dolphin's Janet Mui discuss. And, the markets are pointing to a lower open following back-to-back losses yesterday. Capital Wealth Planning's Kevin Simpson lays out the trading day ahead. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The latest Federal Reserve monetary policy decision is due out this afternoon, where they're expected to hold rates steady. Apollo Global Management's Torsten Slok previews the outcome. Plus, Congress now has 11 calendar days to pass a short-term measure to avert a government shutdown. Raymond James' Ed Mills discusses what's at stake. And, high prices, record mortgage rates, and low inventory are putting pressure on the housing market. Housing Wire's Logan Mohtashami explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Federal Reserve kicks off its two-day monetary policy meeting today, where they're widely expected to hold interest rates steady. Morgan Stanley's Ellen Zentner discusses. Plus, Instacart is set to begin trading on the Nasdaq this morning following Arm's successful IPO last week. Cleo Capital's Sarah Kunst and SW Retail Advisors' Stacey Widlitz give their expectations. And, Mastercard is out with its Holiday Sales Forecast, estimating retail sales to grow by 3.7%. Mastercard Economics Institute's Michelle Meyer dives into the report. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oil is riding a three week win streak and hovering near its highest level in 11 months. Bank of America's Francisco Blanch explains. Plus, the United Auto Workers' strike is now in its fourth day with no immediate resolution in sight. Moody's Analytics' Mike Brisson discusses what's ahead. And, investors are gearing up for a busy week on Wall Street, with a key focus on the next Federal Reserve policy decision. Blanke Schein Wealth Management's Robert Schein and Matrix Asset Advisors' David Katz break down 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.