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CNBC

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.

Worldwide Exchange

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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Morning Call 9/4/26

Morning Call 9/3/26

Global bond yields climb as investors weigh fiscal concerns, sticky inflation and higher energy prices. Plus, AI demand drives a massive Dell server beat as markets look to Broadcom and signs of a software rebound. Later, Venezuela’s oil ambitions face a long road as renewed Middle East conflict keeps pressure on global supplies and commodity prices.

 
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Rising yields, AI earnings and oil risks test markets 9/2/26

Morning Call 9/1/26

Markets close out a turbulent August as strong market breadth and rising inventory shape the outlook for stocks and housing. Plus, Apple faces a new era as AI and innovation take center stage. Later, Treasury yields, AI debt, energy prices and geopolitical risks keep investors on alert heading into September.

 
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Markets, rates and AI risks shape the September outlook 8/31/26

Morning Call 8/28/26

Nvidia’s strong results and accelerating AI demand fuel optimism across tech as investors look for the next winners in software, cloud and cybersecurity. Plus, nuclear power gains momentum as the military and data centers seek reliable new energy sources. Later, AI regulation, job disruption, U.S. China competition, semiconductor tariffs and Jackson Hole keep investors focused on the risks ahead.

 
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AI momentum, nuclear power and policy risks shape the outlook 8/27/26

Markets are watching Nvidia earnings as AI demand and data center spending keep tech in focus. Plus, Target, Starbucks and Nike test whether experienced leaders can deliver successful turnarounds. Later, PCE inflation, interest rates and Fed policy keep investors focused on the next move for markets.

 
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Nvidia, inflation and Fed policy shape the market outlook 8/26/26

Markets face a critical stretch as rising yields, geopolitical tensions and Treasury intervention keep investors focused on the path for interest rates. Plus, Nvidia earnings put the AI trade back in focus as questions grow around spending, valuations and data center demand. Later, Iran sanctions, China risks and uncertainty around Jackson Hole add to the challenges shaping the market outlook

 
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Markets, rates and Nvidia test investor confidence 8/25/26

Markets hover near record highs as investors weigh rising rates, debt and resilient corporate earnings against growing geopolitical and trade uncertainty. Plus, Nvidia earnings, biotech M&A and breakthroughs in cancer vaccines put AI and health care innovation in focus. Later, Jackson Hole, Fed policy and escalating U.S. Canada trade tensions raise fresh questions about tariffs, inflation and the market outlook.

 
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Rates, AI and trade tensions test markets near record highs 8/24/26

Priya Misra of TD Securities discusses just how aggressive the Federal Reserve will be in hiking interest rates and unwinding its balance sheet. Plus, Ben Harburg of MSA Capital and Cyrus Mewawalla of GlobalData pinpoint what's behind the dramatic declines in Chinese tech stocks. And Martin Shanahan of IDA Ireland discusses why the country is still an attractive destination for foreign investment. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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Mapping the Fed's Monetary Policy Path; Chinese Tech Stocks Tumble; Investing in Ireland

Lyt når som helst, hvor som helst

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