Morning Call

For the first time ever, the United Auto Workers union is striking at all three Detroit automakers. Jefferies’ Philippe Houchois and Harvard Law School’s Sharon Block explain. Plus, Wall Street is all but certain that the Federal Reserve will pause interest rate hikes at next week’s meeting. UBS Global Wealth Management’s Mark Haefele discusses. And, the markets will likely experience volatility today with $3.4 trillion worth of options contracts set to expire. CIC Wealth’s Malcolm Ethridge dives into 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.

Arm begins trading on the Nasdaq today at $51 a share. MSA Capital's Ben Harburg and Bernstein's Sara Russo discuss. Plus, the clock is ticking for the UAW to reach a deadline with Detroit automakers ahead of the deadline tonight. Anderson Economic Group's Patrick Anderson weighs in on what's ahead. And, more firms are pulling investments out of China due to the business environment, slumping economic recovery, and ongoing political tensions. Council on Foreign Relations' Zongyuan Zoe Liu explains. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Anneka Treon and Degas Wright discuss the August CPI print. Tom Forte breaks down Apple's new product lineup impact. Andrew Grinstead explains investor re-evaluation amid dwindling recession expectations.

Google faces the Department of Justice today over anti-trust concerns. Evercore ISI's Mark Mahaney weighs in on the trial's impact on big tech. Plus, JPMorgan CEO Jamie Dimon says, while economic conditions are strong right now, there is risk ahead. New Street Advisors Group's Delano Saporu and G Squared Private Wealth's Victoria Greene discuss. And a new investor presentation from UPS details the financial impact of the new Teamsters contract. UPS CEO Carol Tomé explains in an exclusive interview. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Oracle earnings, Biden's trip to Vietnam, and key inflation data are the most interesting topics discussed. Also, the market valuation and Biden's plans to diversify away from China are highlighted. Trust deficit in China's image as a trading partner is explored, along with updates on news topics and China's economic outlook. The rise in Oracle's stock value and the potential impact of AI on revenue are discussed, as well as market updates and insights from Chris Merengi.

Apple is bouncing back this morning after losing more than 6% of its stock price this week. Big Technology’s Alex Kantrowitz explains. Plus, leaders of the world’s largest economies are descending on India this weekend for the G20 Summit.  Atlantic Council’s Josh Lipsky discusses. And, markets are on pace for another negative week. Chantico Global’s Gina Sanchez and Hightower’s Stephanie Link give their investment thoughts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The NFL kicks off its season tonight, with big implications for gambling and streaming stocks. JMP Securities' Jordan Bender and UBS' John Hodulik explain. Plus, new data from China show imports and exports slowing for another month. Oxford Economics' Louise Loo discusses. And, the Fed's latest Beige Book revealed growth in the U.S. economy and jobs market slowed in July and August. TS Lombard's Skylar Montgomery Konig and Crossmark Global Investments' Victoria Fernandez break down 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.

With Labor Day marking the unofficial end of summer, millions of Americans are heading back to school and work this week. Storch Advisors' Gerald Storch and CBRE's Julie Whelan discuss the impact on retail and real estate. Plus, Saudi Arabia and Russia are extending oil production cuts to the end of this year. CIBC Private Wealth's Rebecca Babin explains the outlook for oil prices. And, meme stocks are coming off massive declines during the month of August. Investopedia's Caleb Silver breaks down where retail investors are searching for opportunities. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Congress returns from summer break this week as it looks to ensure the government is funded past the September 30 deadline. American Enterprise Institute's James Pethokoukis explains. Plus, Arm Holdings is expected to kick off its roadshow today ahead of its highly anticipated IPO. Renaissance Capital's Avery Spear explains. And, bearish sentiment is growing at the start of what's historically a rough month for stocks. The Glenview Trust Company's Bill Stone and RBC Capital Markets' Amy Wu Silverman 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.

The monthly jobs report is out this morning, with economists expecting hiring to have cooled off during August. ZipRecruiter's Julia Pollak explains. Plus, markets are kicking off a new trading month today. Apex Financial's Lee Baker and Steward Partners' Eric Beiley discuss. And, which sectors are poised to benefit in September? Evans May Wealth's Elizabeth Evans weighs in. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.