Morning Call

“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...

“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...

“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...

“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...

Investors are in a wait-and-see mode ahead of two key inflation reports this week. Regions Wealth Management's Alan McKnight explains. Plus, Home Depot reports earnings today, offering insight into the state of inflation and the economy. KKM Financial's Jeff Kilburg tees up the results. And, markets are coming off yesterday's mixed session. Powers Advisory Group's Matt Powers discusses. Hosted by...

It could be a make-or-break week for the markets as the consumer takes center stage. Mizuho's David Bellinger discusses. Plus, Disney has unveiled massive plans for its theme parks. Seaport Research's David Joyce dives into the key takeaways. And, Donald Trump and Kamala Harris have differing takes on whether the Federal Reserve should be independent from the White House. FedWatch Advisors' Ben Em...

Expedia is warning of a slowdown in demand for travel, becoming the latest company to raise those red flags. Milken Institute's Bill Lee and Innovator Capital Management's Tim Urbanowicz discuss. Plus, lower rates could be a boon for the real estate market. Hines' David Steinbach lays out what he's seeing. And, which stocks should investors plan to ride once the easing cycle begins? Ned Davis Rese...

Small and mid-cap stocks are in correction mode after posting one of their best July's ever. MapSignals' Alec Young lays out how to play the space. Plus, RXO says a soft freight market is weighing on revenue. CEO Drew Wilkerson explains. And, Eli Lilly reports results today after rival Novo Nordisk warned of pricing pressures in the weight-loss drug industry. Tema ETFs' Maurits Pot discusses the o...

Disney reports earnings this morning, one day after the company announced price hikes for Disney+, Hulu, and ESPN. Lido Advisors' Gina Sanchez previews the results. Plus, Vice President Kamala Harris has chosen Minnesota Governor Tim Walz as her running mate. American Enterprise Institute's Jimmy Pethokoukis explains. And, GXO reported record revenue during its most recent quarter. CEO Malcolm Wil...

The ongoing market volatility has investors scrambling to find ways to protect their portfolios. Apex Financial's Lee Baker lays out his investment strategy. Plus, in the sea of red, the utilities sector has managed to eke out a gain in the past week. Mizuho's Anthony Crowdell makes the case for the sector. And, Caterpillar reports earnings before the bell today. CFRA's Jonathan Sakraida tees up t...

Futures are pointing to more selling pressure today following Friday’s decline. An all-star panel of strategists discusses where to position from here. Plus, tech is coming off its worst drop in two years, with all Magnificent 7 stocks excluding Apple now in correction territory. Laffer Tengler Investments’ Nancy Tengler lays out what comes next. And, Apple may be safe from correction for now, but...

Global markets are under pressure as Intel weighs on the Dow. Wedbush's Matt Bryson explains. Plus, Amazon and Apple are also lower following their earnings reports. Clockwise Capital's James Cakmak discusses. And, the monthly jobs report comes with even higher stakes following a string of weak economic reports. The Conference Board's Steve Odland gives his expectations. Hosted by Simplecast, an A...

The Fed says a September rate cut is likely after keeping borrowing costs steady during its latest meeting. Moody's Analytics' Mark Zandi explains. Plus, shares of Meta are popping after the company reported a 22% increase in revenue. Visible Alpha's Melissa Otto and Cleo Capital's Sarah Kunst dig into the quarter. And, what could a second Trump presidency mean for the economy? Evercore ISI's Kris...

The Fed is largely expected to keep rates steady at its meeting today. Apollo's Torsten Slok and Wall Street Journal's Gunjan Banerji preview the decision. Plus, shares of Microsoft are lower after the company reported its first miss on cloud revenue since 2022. Bernstein's Mark Moerdler explains. And, Starbucks shares are popping despite a decline in same-store sales. Wedbush's Nick Setyan digs i...

It's the busiest week of earnings season, with a third of the Dow and S&P 500 set to report. KKM Financial's Jeff Kilburg tees up results from Microsoft. Plus, investors will be on the lookout for any mentions of AI within those reports. Morningstar CEO Kunal Kapoor discusses what his business is seeing. And, the Bank of Japan and Federal Reserve kick off a flurry of central bank decisions. Goldma...

The recent rotation out of big tech faces its next test as four of the Magnificent 7 stocks get set to report earnings. Wedbush's Dan Ives gives his expectations. Plus, it's a critical week for the markets, with the Fed meeting and monthly jobs report on tap. Carson Group's Ryan Detrick and Clough Capital's Vince Lorusso discuss. And, McDonald's is also out with results today. Morgan Stanley's Bri...

Investors are preparing for the latest look at inflation with PCE out this morning. Former Fed Vice Chairman Roger Ferguson tees up the report. Plus, Former President Barack Obama is endorsing Vice President Kamala Harris in her bid for the White House. RBC's Helima Croft explains what a Harris presidency might mean for oil prices. And, shares of Universal Health Services are coming off a new 52-w...

Stocks are coming off their worst day since 2022. Bleakley Financial Group's Peter Boockvar, MRB Partners' Phillip Colmar, and InfraCap's Jay Hatfield discuss. Plus, how can investors AI-proof their portfolio? Chantico Global's Gina Sanchez gives three stocks to watch. And, a luxury slowdown is sweeping across Europe. TEMA ETFs' Javier Gonzalez Lastra explains. Hosted by Simplecast, an AdsWizz com...

Tesla shares are sinking after the EV maker missed earnings estimates for the fourth straight quarter. CFRA's Garrett Nelson explains. Plus, Alphabet is also under pressure as investors focus on the decline in YouTube ad sales. Wolfe Research's Shweta Khajuria dives into the report. And, the drag on Big Tech is weighing on the rest of the market. Delancey Wealth Management's Ivory Johnson and Pivo...

It's a busy day of earnings, with Alphabet, Tesla, and UPS all reporting today. NorthStar Asset Management's Nimrit Kang, GraniteShares' Will Rhind, and Bank of America's Ken Hoexter tee up the numbers to watch. Plus, the S&P 500 is coming off its best day in more than a month as tech stocks rebound from last week's sell-off. The Wealth Consulting Group's Jimmy Lee and Truist's Keith Lerner explai...

President Biden has ended his re-election campaign and is now endorsing Vice President Kamala Harris as the Democratic nominee. Fordham Global Foresight's Tina Fordham and Stifel's Brian Gardner give the latest. Plus, companies around the world are still reeling from Friday's global IT outage. Tenable CEO Amit Yoran discusses what this means for the broader cyber security landscape. And, investors...

The Nasdaq is pointing towards a possible rebound this morning after logging its worst one-day loss since 2022. GAM Investments' Paul Markham discusses. Plus, Netflix is expected to add fewer subscribers this quarter compared to last. Main Street Research's James Demmert tees up the report. And, how should investors navigate this latest bout of volatility? Bone Fide Wealth's Douglas Boneparth weig...

Global chip stocks are sinking on reports the U.S. is considering tougher trade restrictions on China. Callan Family Office's RaeAnn Mitrione and G Squared Private Wealth's Victoria Greene discuss. Plus, the Dow Transports is coming off its best daily performance since mid-November. XPO CEO Mario Harik lays out what his business is seeing. And, a new report from Gartner forecasts a 24% increase in...

Former President Donald Trump has tapped Senator J.D. Vance as his running mate. Veda Partners' Henrietta Treyz discusses. Plus, as the big banks wrap up second quarter earnings, attention now turns to the regionals. ServisFirst Bank CEO Tom Broughton lays out what his company is seeing. And, a number of retailers are sending warning signals around the consumer. R5 Capital's Scott Mushkin and Jane...

Global investors are working through this weekend’s assassination attempt on Former President Donald Trump. In a rare prime time oval office address, President Biden struck a similar tone, telling Americans it’s time to lower the temperature around political discourse. Futures are broadly higher as markets weigh shifting sentiment across the country. Hosted by Simplecast, an AdsWizz company. See p...