Worldwide Exchange


  • Dan Morris, global investment strategist at TIAA-CREF, explains why he remains optimistic about returns on equities, and says the best opportunities will be in developed markets.

  • Japan: 'Things are definitely on track'     Friday, 31 Jan 2014 | 4:40 AM ET

    Seijiro Takeshita, director at Mizuho International, says Abenomics is "definitely on track" after Japanese inflation rose at the fastest pace in five years.

  • Could more central bank cooperation help EM?     Friday, 31 Jan 2014 | 4:30 AM ET

    David Hauner, head of emerging EMEA economics at BofA Merrill Lynch Global Research, discusses whether more policy cooperation could reassure markets about emerging economies.

  • Are luxury stocks still in fashion?     Friday, 31 Jan 2014 | 4:20 AM ET

    Nick Xanders, head of European equity strategy at BTIG, discusses European luxury stocks and how their exposure to emerging markets will impact them.

  • EM 'slaughter' dominating markets: Pro     Friday, 31 Jan 2014 | 4:00 AM ET

    Bill Blain, senior fixed income broker at Mint Partners, says that while concerns about emerging markets are still "dominating all thinking", contagion to developed markets is very unlikely.

  • Facebook is a 'mobile company': Pro     Thursday, 30 Jan 2014 | 5:45 AM ET

    Neil Campling, global TMT analyst at Aviate Global, expects Facebook to trade higher in 2014 due to the group's advertising revenues growth and comments on the Google-Lenovo deal.

  • US recovery is 'pretty broad-based': Pro     Thursday, 30 Jan 2014 | 5:30 AM ET

    John Silvia, chief economist at Wells Fargo Securities, says the Fed's "assessment of the overall economy" is "really upbeat" and that fourth quarter growth should be better than expected.

  • Why Shell's cost cutting is 'encouraging'     Thursday, 30 Jan 2014 | 5:20 AM ET

    Oswald Clint, senior oil analyst at Sanford C. Bernstein, says Shell's cost cutting program is an "encouraging step".

  • Emerging markets are 'diverging': Pro     Thursday, 30 Jan 2014 | 5:00 AM ET

    Rodolfo Martell, director and portfolio manager at BlackRock, says the Fed tapering is a "tough medicine to swallow" for emerging markets but it forces them to take "necessary steps" to correct imbalances.

  • Year of the Horse: Here's how to invest     Thursday, 30 Jan 2014 | 4:40 AM ET

    It should be a "really good year for the market", says Mariana Kou, investment analyst at CLSA, as the year of the Horse begins, advising investors to take particular interest in fashion, retail, and internet stocks.

  • David Marshall, senior analyst for Asia-Pacific financials at CreditSights, comments on Japanese banks' earnings and says that stronger economic growth is needed as loan growth remains anaemic.

  • Emerging market slowdown will be big theme     Thursday, 30 Jan 2014 | 4:20 AM ET

    Jessica Ground, U.K. equities fund manager at Schroders, discusses results from Diageo and BskyB and the challenges they face, including "EM exposure" and the "battle for content."

  • Spain to outperform Italy: Pro     Thursday, 30 Jan 2014 | 4:00 AM ET

    Alberto Gallo, head of European macro credit research at RBS, says Spain is "reaping the benefits from reforms" and should continue to outperform Italy, which is falling behind in its restructuring.

  • BoE's Carney on Scotland-UK currency union     Wednesday, 29 Jan 2014 | 8:15 AM ET

    If Scotland becomes independent and keeps the British pound, the Bank of England would "simply implement whatever monetary arrangements" were negotiated, says Mark Carney, governor at the Bank of England.

  • Can Obama's measures reduce inequality?     Wednesday, 29 Jan 2014 | 5:45 AM ET

    Greg Ip, U.S. economics editor at The Economist, comments on Obama's State of the Union speech and says that it's "really hard to see" how the proposed retirement fund and increase in the minimum wage "will make a difference."

  • Fed tapering: 'Choppy road ahead'     Wednesday, 29 Jan 2014 | 5:30 AM ET

    Michael Dudas, precious metals and mining analyst at Sterne Agee, says there could be a "choppy road ahead" as the Fed tapers its "unprecedented" monetary policy and discusses gold.

  • 'Less is more' for the Fed: Pro     Wednesday, 29 Jan 2014 | 5:00 AM ET

    Julia Coronado, chief economist North America at BNP Paribas, as they are "relatively happy" with the way the markets "absorbed the first taper."

  • Why EM companies are winning in Africa     Wednesday, 29 Jan 2014 | 4:40 AM ET

    Anna Rosenberg, sub-Saharan Africa analyst at Frontier Strategy Group, says emerging market companies are growing faster than western groups in Africa because they are less scared of the risks and more flexible.

  • Japanese earnings: Winners and losers     Wednesday, 29 Jan 2014 | 4:20 AM ET

    Ed Rogers, CEO and CIO at Rogers Investment Advisors, discusses Japanese stocks, from banking where a drop in bond trading revenue is expected, to Nintendo and Canon.

  • Turkey: 'Big shift in policy'     Wednesday, 29 Jan 2014 | 4:10 AM ET

    Jesse Sherman, portfolio manager at Renaissance Asset Management, says the Turkish central bank's decision to hike rate will impact 2014 growth but that it restores confidence and credibility.

About Worldwide Exchange

  • CNBC's global business programme brings the business and investing world together. Each weekday Julia Chatterley, Wilfred Frost and Seema Mody consider the business stories that have global significance. With reports from CNBC's correspondents from around the world, Worldwide Exchange delivers essential, actionable information for any investor, anywhere who wants to be part of a global business conversation.

Contact Worldwide Exchange

  • Twitter: @CNBCWEX
  • Showtimes

    United States
    Monday - Friday 4a ET
    Monday - Friday 10:00 CET
    Monday - Friday 17:00 SIN/HK
    Monday - Friday 20:00 SYD
    New Zealand
    Monday - Friday 22:00 NZ


  • Chatterley is CNBC’s European reporter covering key business and political events, as well as regular Eurogroup and EU leaders summits in Brussels.

  • Wilfred Frost is anchor of Worldwide Exchange, joining CNBC in 2014.

  • Seema Mody is a CNBC reporter and host of the "Trading the Twicker" segment on "Fast Money."