Morning Call

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 cnbc.com/video/2026/03/…

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 cnbc.com/video/2026/03/…

@Jason_Lil_Kim, CEO of @FireflySpace, joins @CNBCWEX outlining a transformative year with higher launch cadence, lunar missions and defense contracts, highlighting the moon economy and space as a key national security frontier. cnbc.com/video/2026/03/…

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. cnbc.com/video/2026/03/…

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 cnbc.com/video/2026/03/…

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 credit risks with @MorganLBrennan on @CNBCMorningCall cnbc.com/video/2026/03/…

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 cnbc.com/video/2026/03/…

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 cnbc.com/video/2026/03/…

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 cnbc.com/video/2026/03/…

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 cnbc.com/video/2026/03/…

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 cnbc.com/video/2026/03/…

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/video/2026/03/…

Teeing up the trading day with a top panel on the Fed, tech and impact of the war in Iran @JoseTorresEcon @leebaker00 cnbc.com/video/2026/03/…

Citigroup on the mission ahead for new Disney CEO Josh D’Amaro @Citi cnbc.com/video/2026/03/…

OPIS: Starting to reach the point with gas prices where people are adjusting their daily routine @Cinco70Denton cnbc.com/video/2026/03/…

Top market watcher on why it’s right for the Fed to be on hold, but still expect two cuts this year cnbc.com/video/2026/03/…

Oil surge and geopolitics drive markets as leadership shifts. Panel says oil, inflation and global tensions are fueling volatility and reshaping leadership with @verrone_chris, @SeanaNSmith and Henrietta Treyz cnbc.com/video/2026/03/…

“We save millions while improving maintenance accuracy,” says Jake Loosararian, Co-Founder and CEO at @geckorobotics cnbc.com/video/2026/03/…

“Skeptics remain in firm control of the Nvidia narrative,” says Joel Kulina, Head of Technology and Media Trading at Wedbush Securities cnbc.com/video/2026/03/…

“It is never too late to improve your retirement plan,” says Nick Nefouse, Global Head of Retirement Solutions at BlackRock cnbc.com/video/2026/03/…