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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

Markets face renewed pressure as rising oil prices, higher Treasury yields and inflation concerns put Fed policy back in focus. Plus, advances in AI and a rotation into software are reshaping the tech trade as investors weigh volatility and new opportunities. Later, U.S. Canada trade tensions and growing questions around AI safety and accountability add fresh risks to the global outlook.

 
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Inflation, AI and trade tensions test the market outlook 9/8/26

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.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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.

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

 
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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

We take a look at the market reaction to Russia invading Ukraine, as futures slump, metals prices rise, and the price of global oil crosses $100 a barrel. Guest insight with Energy Aspects’ Amrita Sen, Rabobank’s Jane Foley, and Colonel Jack Jacobs, along with reporting from our own Matt Bradley, Rosanna Lockwood, and Brian Sullivan. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
for information about our collection and use of personal data for
advertising.

Russia invades Ukraine: markets slide, oil passes above $100

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