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45 minutes | Sep 23, 2022
Markets Are Lower Across the Board. This is How to Play It. 9/23/22
House Republicans are set to lay out their agenda if the party is able to retake control of Congress, with just about a month and a half until the midterm elections. American Enterprise Institute’s Jimmy Pethokoukis breaks down the latest. Plus, a pending deal between Investindustrial and Eataly is in the works, with the private equity firm planning on purchasing a 52% stake in the restaurant company. Investindustrial Chairman Andrea Bonomi explains the investment. And, markets are lower across the board. Tandem Wealth’s Chuck Self and Pivotal Advisors’ Tiffany McGhee discuss how to play it.
45 minutes | Sep 22, 2022
G7 Foreign Ministers Respond to Putin’s Military Mobilization of Russia. 9/22/22
In the wake of Vladimir Putin’s decision to initiate Russia’s first military mobilization since WWII, G7 foreign ministers have announced that they will pursue more sanctions against Moscow. Oliver Wyman’s Daniel Tannenbaum gives the latest. Plus, after 99 straight days of falling prices, the nationwide average for gasoline ticked up by a penny yesterday to $3.68 a gallon. OPIS’ Denton Cinquegrana discusses the implications. And, following the Fed’s third straight 75 basis point rate hike, is there more pain to come for the economy? Former Morgan Stanley Asia Chairman Stephen Roach weighs in.
45 minutes | Sep 21, 2022
Wall Street is Bracing Itself for the Big Fed Decision Today. 9/21/22
Investors are gearing up for Fed Chairman Jay Powell and the Federal Reserve’s latest policy decision today. Wells Fargo’s Sarah House and TD Securities’ Priya Misra break down what to expect. Plus, in a rare national address, Russian president Vladimir Putin has announced a partial mobilization of his country’s military this morning. RBC Capital Markets’ Helima Croft gives the latest. And, September is living up to its reputation of underwhelming returns, with all three indices down more than 2% this month. Piper Sandler’s Craig Johnson and Rose Advisors’ Patrick Fruzzetti discuss the markets.
45 minutes | Sep 20, 2022
Investors Are Expecting Another 75bps Rate Hike This Week. Are They Right? 9/20/22
As the Federal Reserve kicks off its two-day policy meeting today, investors are overwhelmingly expecting a third 75 basis point interest rate hike. Apex Financial’s Lee Baker gives his thoughts. Plus, tech and growth shares have been taking the biggest hit in recent days, with the Nasdaq down more than 2% this month. Evercore’s Mark Mahaney dives into the tech trade. And, China is keeping its benchmark lending rates unchanged today, even as the Fed and other central banks are tightening their policies. The China Beige Book’s Shehzad Qazi explains what this means for the rest of the world.
49 minutes | Sep 19, 2022
Wall Street Awaits Another Big Decision from the Fed. 9/19/22
Markets are pricing in an 80% chance that the Fed will hike rates by 75 basis points for a third straight time. Bleakley Advisory Group’s Peter Boockvar explains what to expect from tomorrow’s meeting. Plus, amid the tech sell-off, are there any investment opportunities left in the sector? Neuberger Berman’s Daniel Flax weighs in. And, world leaders are gathering for the Queen’s funeral in Westminster Abbey. CNBC’s Steve Sedgwick and Tania Bryer give the latest.
45 minutes | Sep 16, 2022
Shares of This Company Are Tumbling – And it’s Not in Big Tech. 9/16/22
Shares of FedEx are tumbling after the company missed forecasts and pulled its guidance for the fiscal year. Deutsche Bank’s Amit Mehrotra gives his thoughts on the company’s outlook. Plus, the real estate sector is off more than 22% from its most recent 52-week high back in December. Piper Sandler’s Alexander Goldfarb breaks down which names have been hit the hardest. And, the new iPhone 14 hits stores today, just days after the hotter-than-expected August CPI print. Big Technology’s Alex Kantrowitz weighs in on the consumer backdrop.
45 minutes | Sep 15, 2022
What to Expect from Putin and Xi’s Meeting Today. 9/15/22
Russian President Vladimir Putin and Chinese President Xi Jinping are set to meet later today at a regional summit in Uzbekistan. Atlantic Council CEO President breaks down what to expect. Plus, negotiators have less than 19 hours before rail workers could strike for the first time since 1992. CNBC reporter Ylan Mui gives the latest. And, yesterday’s chopping trading session saw the major averages climb out of the red. Main Street Asset Management CIO Erin Gibbs explains her thoughts on the markets.
45 minutes | Sep 14, 2022
These Six Tech Companies Lost More Than $500 Billion in Market Value Yesterday. 9/14/22
The six largest U.S. tech companies lost more than $500 billion in market value yesterday. Arete Research Co-Founder Richard Kramer discusses what this means for the sector outlook. Plus, ahead of the long awaited Ethereum Network upgrade, Ether is seeing its worst day since late August. CNBC tech reporter Mackenzie Sigalos and JMP Securities analyst Devin Ryan explain what’s to come. And, following a hotter-than-expected than expected CPI report, markets are experiencing a major sell-off. Hodges Capital Management CIO Craig Hodges and FAIRLEAD Strategies Founder Katie Stockton make sense of the market action.
45 minutes | Sep 13, 2022
Here’s What to Expect from Today’s CPI Number. 9/13/22
Twitter shareholders are reportedly voting in favor of Elon Musk’s $44 billion takeover bid today. Former SEC commissioner Sarah Unger discusses what’s to come. Plus, economists are expecting price gains to slow to 8% year-on-year in the August CPI report out this morning. Former Federal Reserve Vice Chairman Roger Ferguson gives his thoughts. And, traders are pricing in a 92% chance that the Fed will hike rates by 75 basis points for a third straight meeting next week. Potomac Wealth Advisors President Mark Avallone and Truist Advisory Services Co-CIO Keith Lerner kick off the trading day.
45 minutes | Sep 12, 2022
The Outlook for Tech’s Fight to Rebound. 9/12/22
The tech-heavy Nasdaq is up 4%, breaking its 3-week losing streak. But is this enough to call it a rebound? Laffer Tengler Investments CEO Nancy Tengler weighs in. Plus, oil prices are falling, with global demand overshadowed by COVID restrictions in China and the prospect of more rate hikes in the U.S. and Europe. Warwick Investment Group CEO Kate Richard explains what this means for the energy outlook. And, futures are pointing to a higher open ahead of tomorrow’s August CPI report. Medley Global Advisors Managing Director Ben Emons and Horizon Investments Head of Portfolio Management Zach Hill preview the trading week ahead.
45 minutes | Sep 9, 2022
Remembering Queen Elizabeth II. 9/09/22
Today, a nation mourns the loss of Queen Elizabeth II. London School of Economics professor Luftey Siddiqi discusses what her passing means for the U.K. economy. Plus, September, a month notorious for being bad for equities, is looking to close out a week with gains across the board. RBC Capital Markets strategist Amy Wu Silverman explains her investment strategy. And, the NFL is undergoing several changes this season, from the expansion of sports betting to more ways to watch the game. WashU at St. Louis' Patrick Rishe previews the season ahead.
45 minutes | Sep 8, 2022
More Companies Are Requiring Workers to Return to the Office. What Are the Implications? 9/08/22
It’s been nearly three years since the launch of Disney+, and to mark the occasion, Disney is calling today “Disney Plus Day.” Axios Media Reporter Sara Fischer explains the expected releases today. Plus, with more companies requiring workers to return to the office, what does that mean for commercial real estate? CBRE’s Spencer Levy weighs in. Also being discussed on Wall Street are Apple’s new product upgrades. Tigress Financial Partners CIO Ivan Feinseth breaks down how the stock is trading. And, markets are putting a stop to their most recent slide on Wednesday. Lux Capital Partner Deena Shakir, Chantico Global CEO Gina Sanchez, and Sarian Strategic Partners CEO Greg Sarian talk broader markets.
45 minutes | Sep 7, 2022
What to Expect from Apple’s Product Launch Today. 9/07/22
Apple is set to announce a new iPhone at the company’s first in-person product launch today. Cowen Managing Director Krish Sankar and Big Technology Founder Alex Kantrowitz break down what to expect. Plus, Vladimir Putin says Germany and Western sanctions are to blame for the shutdown of the Nord Stream 1 Pipeline. Oxford Economics Senior Economist Daniel Kral gives the latest. And, two areas of the market getting hit hard in recent days are tech and high-yield bonds. New Street Advisors Group’s Delano Saporu, RBC Global Asset Management’s Andrzej Skiba, and Bleakley Financial Group’s Peter Boockvar explain why.
45 minutes | Sep 6, 2022
What Russia’s Scrapped Nord Stream Pipeline Plans Means for Europe. 9/06/22
Russia scrapped its plans to resume natural gas flows to Europe via the Nord Stream Pipeline over the weekend after saying it discovered a leak. Wood Mackenzie Global Gas Market Analyst Kateryna Filippenko discusses the latest developments. Plus, retail companies are turning their attention from back-to-school and the return to the office spending to the holiday season. Telsey Advisory Group CEO Dana Telsey weighs in on the biggest headwinds for retailers. And, stocks are trying to put last week’s losing streak in the rearview mirror. Advisors Capital Management CIO Chuck Lieberman and Defiance ETFs CEO Sylvia Jablonski preview the trading day ahead.
45 minutes | Sep 2, 2022
Investors Are Bracing for This Morning’s Monthly Jobs Report. 9/02/22
Ahead of the August Jobs Report due this morning, economics are looking for the labor market to cool significantly. ZipRecruiter Chief Economist Julia Pollak breaks down key metrics to watch. Plus, Russia appears set to resume gas supplies to Europe through the Nord Stream Pipeline following a three day shutdown for maintenance. Saxo Bank Head of Commodity Strategy Ole Hansen discusses what this means for Europe. And, the streaming wars continue, with Amazon Prime and HBO Max at front and center. Fast Company CEO Stephanie Mehta gives her thoughts on the outlook.
45 minutes | Sep 1, 2022
Workers Are Divided About Return-to-Office Orders. 9/01/22
Companies are now pushing to bring their workers back to the office after the Labor Day holiday weekend. Just Capital Chief Strategy Officer Alison Omens breaks down how people are responding. Plus, shares of AMD and Nvidia are under pressure after both companies confirmed that U.S. officials have ordered them to cease exporting AI chips to China. GlobalData Head of Thematic Intelligence Cyrus Mewawalla and MSA Capital Managing Partner Ben Harburg discuss the global implications. And, stocks are looking to kick off a new trading month in the red. Oppenheimer Asset Management Chief Investment Strategist John Stoltzfus and Charles Schwab Chief Global Investment Strategist Jeffrey Kleintop dive into the trading day ahead.
45 minutes | Aug 30, 2022
What Soaring Energy Costs Mean for U.K. Pubs. 8/30/22
A letter out this morning from six U.K. pub leaders warns of business closures due to soaring energy costs. British Beer and Pub Association Director of Strategy & Policy Andy Tighe breaks down what this means for the industry. Plus, the U.S. continues to watch the price of natural gas at home and overseas. Goldman Sachs Head of Commodities Research Jeff Currie discusses the energy outlook. And, with the S&P 500 down more than 15% this year, what does this mean for markets? Grace Capital CEO Cate Faddis and Decatur Capital CEO Degas Wright weigh in.
45 minutes | Aug 29, 2022
Why Investor Sentiment is Turning More Bearish. 8/29/22
Investor sentiment is turning more bearish by the day, with net short positions against S&P 500 futures at their highest levels since 2020. Piper Sandler Chief Market Technician Craig Johnson and Hennessy Funds Portfolio Manager Josh Wein lay out the trading week ahead. Plus, Gazprom will shut down the Nord Stream 1 pipeline for three days starting Wednesday. Husseini Energy President Sadad Al-Husseini discusses the European energy crisis. And, Taiwan says a legislative commission from its government will visit Washington, DC next month to boost bilateral ties. Longview Global Managing Director Dewardric McNeal dives into what this means for investors.
45 minutes | Aug 25, 2022
The Fed Kicks Off Its Jackson Hole Meeting Today. Here’s What to Expect. 8/25/22
The Federal Reserve is kicking off its three-day Jackson Hole Economic Symposium today. Wells Fargo’s Sarah House and TD Securities’ Priya Misra dive into what investors should expect. Plus, Peloton shares are climbing on news of the company’s partnership with Amazon. Piper Sandler’s Edward Yruma discusses what’s in store for Pelton’s earnings report today. And, European natural gas prices have been trading at or near new record highs in recent days. Rystad Energy’s Fabian Rønningen gives his take on how this is impacting the markets.
45 minutes | Aug 24, 2022
Worldwide Exchange 8/24/22
“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.
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