CNBC

Morning Call

Morning Call, anchored by Morgan Brennan, delivers the essential market intelligence that drives the trading day ahead. The program captures breaking business news as it unfolds and tracks pre‑market equity moves, commodity swings, U.S. futures, and overnight action across global markets.

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CNBC

Category

Business

Podcast website

www.cnbc.com

Latest episode

Jul 10, 2026

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Episodes

Meta’s Revenue Surge, a New House Speaker, and UPS Earnings on Tap 10/26/23 26.10.2023

Meta shares are falling despite reporting a 23% increase in revenue. Private Advisor Group’s Guy Adami discusses. Plus, the House of Representatives has elected a new speaker after weeks with no leader. Stifel’s Brian Gardner explains. And, UPS reports earnings this morning, with analysts expecting a weak quarter. Bernstein’s David Vernon tees up the results. Hosted by Simplecast, an AdsWizz compa...

Microsoft & Alphabet Earnings, 10-Year Treasury Yield, and Another Busy Day of Earnings 10/25/2023 25.10.2023

Microsoft and Alphabet shares are moving in opposite directions after reporting results. Laffer Tengler Investments’ Nancy Tengler discusses. Plus, the 10-year Treasury yield is higher again, putting pressure on stocks. Piper Sandler’s Craig Johnson explains. And, Wall Street is preparing for another busy day of earnings. Katz Wealth Management’s Jason Katz tees up the agenda. Hosted by Simplecast...

Microsoft and Alphabet Earnings, Energy M&A, and Stocks vs. Bonds 10/24/23 24.10.2023

Microsoft and Alphabet kick off a busy week for tech earnings. Albion Financial Group’s Jason Ware tees up the results. Plus, investors continue to digest Chevron and Hess’ $53 billion takeover deal. Third Bridge’s Peter McNally explains. And, what’s ahead for stocks as Treasury yields continue to surge? Freedom Capital Markets’ Jay Woods, Bondbloxx’s Joanna Gallegos, and G Squared Private Wealth’...

Big Tech Earnings, Charting the Technicals, and Stocks' Week Ahead 10/23/23 23.10.2023

Several big tech names are set to report earnings this week, including Meta, Amazon, Microsoft, and Alphabet. Arete Research's Richard Kramer tees up the results. Plus, what are the charts signaling about the markets? Fairlead Strategies' Katie Stockton lays out the technical indicators she's watching. And, stocks are coming off a tough week for the major indices. Infracap's Jay Hatfield and Frank...

The 2% Inflation Target, Tracking the Transports, and China's Latest Banking Move 10/20/23 20.10.2023

Federal Reserve Chair Jay Powell says the FOMC will be "resolute" in sticking to its 2% inflation target. Former Fed Vice Chair Roger Ferguson explains. Plus, transport earnings are painting a mixed picture for the sector. Bank of America's Ken Hoexter discusses the outlook. And, China is injecting a record amount of cash into its banking system and leaving its benchmark rates unchanged. China Bei...

Netflix Shares Popping, Tesla's Stock Sinking, and Regional Bank Earnings 10/19/23 19.10.2023

Netflix shares are popping after reporting a boost in subscriber growth. Big Technology's Alex Kantrowitz explains. Plus, Tesla is moving in the opposite direction following its first simultaneous earnings and revenue miss since 2019. Canaccord Genuity's George Gianarikas discusses. And, several regional banks are set to report earnings today as investors focus on deposit levels amid higher rates....

Netflix Earnings Expectations, Tesla Results on Tap, and Economic Data vs. the Fed 10/18/23 18.10.2023

Netflix reports earnings after the close today. Citigroup's Jason Bazinet lays out the one metric to watch. Plus, Tesla's results are also on deck amid concerns about demand and margins. Roth Capital's Craig Irwin discusses his expectations. And, the latest string of positive economic data could complicate matters for the Fed. Van Lanschot Kempen's Anneka Treon and Gabelli Funds' Chris Marangi exp...

What to Expect From Bank of America and Goldman Sachs’ Q3 Results; Why Fundstrat’s Tom Lee Likes This Company that Builds the Infrastructure of the Web; Navigating Through Uncertainty From Washington to Israel and China 10/17/23 17.10.2023

Nancy Prial of Essex Investments, which owns shares of the big banks, discusses the top issues facing Bank of America and Goldman Sachs ahead of their Q3 earnings.  Plus, Fundstrat’s Tom Lee remains bullish on the markets, but says there’s still some uncertainty to work through for stocks to push higher.  And, Stifel’s Brian Gardner lays out what President Biden aims to achieve with his visit to I...

Worldwide Exchange 10/16/23 16.10.2023

“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...

Bank Earnings on Tap, Consumer Spending Pressures, and Investing With Higher Rates 10/13/23 13.10.2023

Several banks kick off earnings season today as concerns about loan growth and deposit levels weigh. Argus Research's Stephen Biggar explains. Plus, more than half of executives believe credit card pressures will impact consumer spending in the coming months. Build-A-Bear CEO Sharon Price John discusses what her company is seeing. And, looking to lock in some gains within a higher-for-longer envir...

The Global Software Market, Rates vs. Revenue, and the S&P 500's Bottom 10/12/23 12.10.2023

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 G...

The Israel-Hamas Conflict, House Speaker Vote, and Pension Fund Investments 10/11/23 11.10.2023

Israel enters its fifth day of conflict with Hamas. Perion Network CEO Tal Jacobson discusses his company's response to the situation. Plus, Republicans are set to pick their next candidate for House Speaker today. Beacon Policy Advisors' Stephen Myrow explains. And, pension funds are sitting on the sidelines when it comes to the significant runup in rates. New York City Retirement System's Steven...

The Conflict in Israel, Pepsi Earnings on Tap, and Housing Check 10/10/23 10.10.2023

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 sign...

Israel's Biggest Conflict in More Than 50 Years 10/09/23 09.10.2023

Investors around the world are following what's being described as the biggest conflict in Israel in more than 50 years. Ambassador Lincoln Bloomfield gives the latest. Plus, the unrest in Israel is sending the price of oil surging after crude's worst week in months. Energy Aspects' Amrita Sen discusses. And, surging rates continue to put pressure on stocks. TD Securities' Gennadiy Goldberg explai...

September Jobs Report, High Rates vs. Stocks, and the Volatile Trading Week 10/06/23 06.10.2023

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 wee...

Constellation Brands Earnings, Treasury Yields vs. Stocks, and Yesterday's Market Rally 10/05/23 05.10.2023

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 compa...

More Strike Actions, Sliding Oil Prices, and Surging Treasury Yields 10/04/23 04.10.2023

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...

Recession vs. Soft Landing, Consumer Staples: Bull vs. Bear, and Bonds vs. Stocks 10/03/23 03.10.2023

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, surg...

Trading the Techincals, Oil’s Wild Month, and the Outlook for Stocks 10/02/23 02.10.2023

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 G...

SAP's AI Copilot, A Government Shutdown, and Q4's Best Ideas 9/29/23 29.09.2023

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...

Nike Earnings on Tap, Mega-Cap Tech's Slide, and the U.S. Latino Economy 9/28/23 28.09.2023

Nike reports earnings today amid a double-digit decline in the stock so far this year. Oppenheimer's Brian Nagel previews the results. Plus, mega-cap tech stocks are also under pressure due to concerns about rising rates and regulatory scrutiny. Wedbush's Dan Ives discusses the outlook for Q4. And, a new report shows the U.S. Latino economy is continuing to grow. Palladium Equity Partners' Marcos...

Apple Bulls vs. Bears, the Read on Regional Banks, and Stock Plays in Q4 9/27/23 27.09.2023

Apple is on track to end the month lower due concerns about sales, China, and regulation. Neuberger Berman's Daniel Flax and D.A. Davidson's Tom Forte give the bull and bear cases on the stock. Plus, nearly $270 billion of leveraged loans are at risk of default amid rising rates. Jack Henry & Associates CEO David Foss explains what he's seeing with his business. And, looking to lock in some gains...

Rising Consumer Stresses, Stocks in Q4, and the Markets' Continued Slide 9/26/23 26.09.2023

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 Mark...

Final Week of Q3, Best Stock Ideas, and Wall Street’s Agenda On Tap 9/25/23 25.09.2023

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?...

UAW Strike Deadline, Surging Yields vs. Falling Stocks, and the Final Trading of the Week 9/22/23 22.09.2023

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? CF...

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