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Kickstart your morning with @MorganLBrennan on CNBC's 5-6am ET program, Morning Call!
Englewood Cliffs, NJ
Joined March 2009
Call Sheet: Tackling markets, energy prices, and where to invest now @DivesTech @RyanDetrick @dougboneparth
https://t.co/cBqK3LwS9o
cnbc.com
The Morning Call Crew of Wedbush's Dan Ives, Bone Fide Wealth's Doug Boneparth, and Carson Group's Ryan Detrick discuss the pressing headlines that will dictate the trading day ahead.
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Why the markets may be stuck in a “nowhere-to-hide” situation https://t.co/ZAMOvWTmYi
cnbc.com
Morgan Brennan shows how virtually no sector of the market has been immune to the impact of the Iran war.
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Gensler: The White House has to be thinking how to get out of the war, militarily & economically https://t.co/Ra5Fjtsh3F
cnbc.com
Former SEC Chairman Gary Gensler discusses the partial government shutdown involving DHS, regulation of the crypto market, and the impact of the Iran war on the U.S. and global economy.
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Ives: It’s a white-knuckle moment for tech, this is a risk-off trade @DivesTech
https://t.co/ifZiutgDmX
cnbc.com
Dan Ives of Wedbush Securities discusses the major headwinds that have been facing the tech sector this year, and where he still sees buying opportunities.
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Top market watcher on why this may be a real inflection point in the Iran war @TFMkts
https://t.co/lluyHBgg7b
cnbc.com
Peter Tchir, head of macro strategy at Academy Securities, discusses how the Iran war has been a race against time for the U.S. to achieve its goals without destroying the markets, particularly the...
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Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, joins @CNBCWEX saying markets hinge on ship traffic in the Strait, driving oil, inflation and Fed policy, while tech may outperform in a slower growth environment https://t.co/tcLEkBLqCb
cnbc.com
Robert Teeter, Chief Investment Strategist at Silvercrest Asset Management, says markets hinge on ship traffic in the Strait, driving oil, inflation and Fed policy, while tech may outperform in a...
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Eddie Sorrells, CEO of DSI Security Services, joins @CNBCWEX warning rising geopolitical tensions are expanding corporate risk across cyber and physical threats, urging firms to act proactively with intelligence-driven security strategies https://t.co/ygC6QZqPEv
cnbc.com
Eddie Sorrells, CEO of DSI Security Services, says rising geopolitical tensions are expanding corporate risk across cyber and physical threats, urging firms to act proactively with intelligence...
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Ole Hansen, Head of Commodity Strategy at Saxo Bank (@Ole_S_Hansen), joins @CNBCWEX warning a severe global energy crisis driven by supply disruptions could keep oil and gas prices higher for longer, threatening economic growth. https://t.co/lE6AVFYZTE
cnbc.com
Ole Hansen, Head of Commodity Strategy at Saxo Bank, warns of a severe global energy crisis driven by supply disruptions, with oil and gas prices staying higher for longer and threatening economic...
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Sheldon Jacobson, Professor at the University of Illinois Urbana-Champaign, joins @CNBCWEX warning TSA funding gridlock is straining airports and workers, raising disruption risks while advocating for privatized airport security operations https://t.co/HwXxQ5AfHx
cnbc.com
Sheldon Jacobson, Professor at the University of Illinois Urbana Champaign, says TSA funding gridlock is straining airports and workers, warning of disruptions while advocating for privatized airport...
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Today we are joined by our panel: @KRooneyVera, @Convertbond and Edward Mills of @RaymondJames, and they discuss a conflict likely to last longer than expected, a $200B Pentagon ask, energy and fertilizer shocks driving inflation and food prices higher, and rising recession and
cnbc.com
Edward Mills, Washington Policy Analyst at Raymond James, Larry McDonald, Founder of The Bear Traps Report, and Kathryn Rooney Vera, Chief Market Strategist and Chief Economist at StoneX, warn...
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Morgan Brennan takes on FedEx’s strong quarter as the company beats earnings and raises guidance, driven by demand, pricing power and cost cuts amid geopolitical and trade headwinds @CNBCWEX @MorganLBrennan @CNBC
https://t.co/wArm3HFSB1
cnbc.com
CNBC’s Morgan Brennan reports FedEx beat earnings and raised guidance, driven by strong demand, pricing gains and cost cuts, while navigating geopolitical and trade headwinds with continued growth...
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Morgan Brennan takes on Japan’s high-stakes White House visit as PM Takahashi pushes a $63B U.S. investment plan amid energy shocks, inflation risks and rising China tensions @CNBCWEX @MorganLBrennan @CNBC
https://t.co/lXNXe4oPLS
cnbc.com
CNBC’s Morgan Brennan reports Japan’s PM Takahashi heads to the White House as Tokyo eyes $63B in U.S. investment while facing energy dependence, inflation, and pressure from war and China tensions.
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Ipek Ozkardeskaya, Senior Analyst at Swissquote Bank, says oil is driving global central bank policy, boosting the U.S. dollar over gold and widening the gap between energy exporters and importers. @IpekOzkardeskay
https://t.co/boKKjCEI2e
cnbc.com
Ipek Ozkardeskaya, Senior Analyst at Swissquote Bank, explains how oil is driving global central bank policy, boosting the US dollar, weakening gold demand, and creating divergence between energy...
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Paul Meeks, Head of Technology Research at Freedom Capital Markets, says Micron’s weakness is a buying opportunity as AI demand drives sustained growth, with inference and infrastructure fueling the next phase. @CNBCWEX
https://t.co/MGqjfRQio2
cnbc.com
Paul Meeks, Head of Technology Research at Freedom Capital Markets, says Micron weakness is a buying opportunity as AI demand drives sustained growth, with inference and infrastructure fueling the...
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Francisco Blanch, Head of Commodities and Derivatives Research at Bank of America Global Research, joined @CNBCWEX, warning that energy shocks and war risks could push oil above $200 and raise recession fears. @Francisc_Blanch
https://t.co/VbXk8qCJwE
cnbc.com
Francisco Blanch, Head of Commodities and Derivatives Research at Bank of America Global Research, warns energy shocks and war risks could drive recession, with oil potentially surging above $200 if...
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Powers Advisory Group Managing Partner Matt Powers, Chief Economist @Markzandi, and Jefferies Chief Market Strategist @jefmacrostrat joined @CNBCWEX for a panel discussion, saying markets remain resilient but rising oil poses risks to inflation, consumer strength, and recession.
cnbc.com
Matt Powers, Managing Partner at Powers Advisory Group, Mark Zandi, Chief Economist at Moody's Analytics, and David Zervos, Chief Market Strategist at Jefferies, say markets remain resilient but...
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Teeing up the trading day with a top panel on the Fed, tech and impact of the war in Iran @JoseTorresEcon @leebaker00
https://t.co/LLUaUUtnK4
cnbc.com
Jose Torres of Interactive Brokers, Nimrit Kang of NorthStar Asset Management and Lee Baker of Claris Financial Advisors discuss the Fed's tough job as it confronts energy price inflation from the...
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Citigroup on the mission ahead for new Disney CEO Josh D’Amaro @Citi
https://t.co/NMe75tmLgd
cnbc.com
Jason Bazinet, media & entertainment analyst at Citigroup, discusses the top priorities for new Disney CEO Josh D'Amaro as he officially takes over from Bob Iger, and the current state of the media...
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OPIS: Starting to reach the point with gas prices where people are adjusting their daily routine @Cinco70Denton
https://t.co/3RLY1HZQ2M
cnbc.com
Denton Cinquegrana, chief oil analyst at OPIS, discusses how much higher oil and retail gas prices may go if the war in Iran persists, and how long it could take for production from the Middle East...
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Top market watcher on why it’s right for the Fed to be on hold, but still expect two cuts this year https://t.co/J9MbFF3YRt
cnbc.com
Vance Howard of Howard Capital Management discusses how the Fed may be boxed in by the impact of the war in Iran on energy prices and inflation, and where he's allocating money right now.
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