Morning Call

Another rough day is shaping up for Intel after an ugly trading session on Friday and an even uglier Q4 earnings report. Moor Insights & Strategy's Patrick Moorhead explains the road ahead. Plus, Wall Street is awaiting a batch of housing data this week, including the S&P Case-Shiller Home Price Index. Cortland's Brad Dillman discusses what to expect. And, it's the biggest week of earnings season, with 100 S&P 500 companies set to report. Carson Group's Ryan Detrick, New Street Advisors Group's Delano Saporu, and Zor Capital's Joseph Fahmy weigh in on the markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Shares of Chevron are ticking up on the news that the company is launching a $75 billion buyback and is hiking its dividend by 6%. RBC Capital Markets’ Biraj Borkhataria explains what to expect from the Q4 earnings report today. Plus, guidance for the year ahead has been cautious as rising interest rates and a potential consumer slowdown continue to weigh on corporate profits. Washington Crossing Advisors’ Kevin Caron lays out his outlook. And, Wall Street is digesting another week of earnings before the parade rolls on next week. Evans May Wealth’s Lizzie Evans discusses where to invest. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tesla shares are popping after the company beat on both earnings and revenue. Canaccord Genuity’s George Gianarikas gives the details. Plus, new research from Deutsche Bank shows that Europe may make it through this winter from an energy perspective. Former Chairman of the Federal Energy Regulatory Commission Neil Chaterjee weighs in on the outlook. And, Meta is allowing former president Donald Trump to return to Facebook and Instagram after a nearly two year suspension. American Enterprise Institute’s James Pethokoukis explains why. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

“Worldwide Exchange” delivers essential, actionable information and analysis for anyone who wants to be part of the global business conversation. Anchored by Brian Sullivan, the program will prepare CNBC’s worldwide audience with a smart take on overnight U.S. news and live international market action. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

The tech sector is on fire, with the Nasdaq off to its best start for a year since 2019 when it ran up 8% in the first three weeks of January and finished up 35% overall. Hargreaves Landsdown's Sophie Lund-Yates explains what's to come. Plus, investors are gearing up for another batch of economic data and earnings as they look for signs of a slowdown in Fed-induced rate hikes. Capital Wealth Planning's Kevin Simpson gives his thoughts on the markets. And, what opportunities lie ahead for stock investments on Wall Street? Pivotal Advisors' Tiffany McGhee weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's been a pretty hot year for many stocks in the tech sector, with the Nasdaq on a three-week winning streak. Liberty Sky Advisors' Ian Whittaker lays out the latest. Plus, a new trading model from JPMorgan shows the odds of a recession are falling sharply across multiple markets. BondBloxx's Joanna Gallegos breaks down the opportunities in fixed income. And, it's a busy week ahead for investors, with 12 Dow components and about one sixth of the S&P 500 set to report earnings. Veritas Financial Group's Greg Branch discusses what to expect. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix shares are rising on the back of in-line revenue and an increase of over 7 million subscribers during the fourth quarter. Clockwise Capital's James Cakmak discusses the results. Plus, while the major indexes in the U.S. have faced growing pressure after a solid start to the year, emerging markets have not. Mobius Capital Partners' Mark Mobius explains where to invest. And, several Fed officials are encouraged by the impact of rate hikes on inflation. Main Street Asset Management's Erin Gibbs and Defiance ETFs' Sylvia Jablonski break down the markets. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Netflix is gearing up to report Q4 results after the bell as investors look for insight into subscriber and revenue growth since it launched its ad tier in November. Big Technology's Alex Kantrowitz explains what to expect. Plus, the Investment Company Institute says a record amount of funds flowed into money market accounts at the end of last year, topping the previous peak in 2020. Girard's Timothy Chubb gives his outlook on the markets. And, renewed recession worries are curbing stocks' run to start the new year, but is there a reason to still be bullish? CFRA's Sam Stovall weighs in. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Bitcoin and Ether are outperforming just about all traditional assets, with both posting gains of roughly 30%. Kaiko's Clara Medalie discusses if this is a short-term bounce or a long-term bull trend. Plus, December retail sales figures are expected today as investors look for insight into the state of the consumer and inflation. Kearney Consumer Institute's Katie Thomas breaks down what to expect. And, a number of strategists are telling clients that the VIX falling to its lowest level in months could be a warning signal that the latest stock market rally may be winding down. Potomac Wealth Advisors' Mark Avallone and Fairlead Strategies' Katie Stockton weigh in on what this means for trading. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's a big couple of days from Davos, Switzerland and the World Economic Forum. Bain Capital's Stephen Pagliuca breaks down his predictions for the year. Plus, when it comes to oil prices, there are going to be two major factors this year: how much China begins buying up oil again, and whether OPEC+ will cut production again in the coming months. S&P Global's Dan Yergin discusses the outlook from Davos. And, after a mixed bag of results on Friday, investors are gearing up for round two of bank earnings. Whalen Global Advisors' Christopher Whalen explains what to expect. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.