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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 rising Treasury yields and weak breadth as investors look ahead to earnings, inflation and jobs data. Plus, AI, robotics and U.S. manufacturing are driving new investment across defense and technology. Later, SpaceX’s Starship launch and next generation Starlink satellites could reshape the space economy and AI infrastructure.

 
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Markets, AI and rising yields test the outlook 9/28/26

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. 

 
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Morning Call 9/25/26

Rising Treasury yields and strong economic growth put stocks and the AI rally to the test as investors weigh the Fed’s next move. Plus, Meta’s Muse fuels new questions about AI assistants, consumer tech and disruption across the internet economy. Later, U.S. China tensions, missile stockpiles, defense spending, energy and global trade take center stage as geopolitical risks remain in focus.

 
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Markets, AI and rising yields test the rally 9/24/26

Markets weigh renewed AI momentum as investors watch rates and the next wave of technology investment. Plus, concerns over AI safety and competition with China put regulation in focus. Later, oil volatility, refining constraints and tensions around the Strait of Hormuz raise new questions about energy prices and global markets.

 
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AI, oil and rates drive the market outlook 9/23/26

AI momentum is back in focus as investors weigh Meta’s rally, rising valuations and whether massive spending can ultimately deliver profits. Plus, U.S. China tensions and the debate over AI regulation take center stage. Later, Treasury yields and an upcoming repurchase operation keep markets focused on rates and financial stability.

 
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AI mania, China and Treasury moves put markets on alert 9/22/26

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 9/21/26

Markets navigate higher rates as investors weigh Fed policy, inflation and pressure on consumers. Plus, rising bond yields and AI spending create new competition for capital across markets. Later, housing affordability, global rates and energy prices remain key risks for investors.

 
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Fed rates, AI spending and bond yields shape the market outlook 9/18/26

Markets digest the Fed’s latest rate hike as investors weigh inflation, oil prices and signs of narrowing market leadership. Plus, emerging markets gain momentum as AI, semiconductors and commodities create new opportunities, while luxury spending remains strong among top consumers. Later, AI safety and enterprise readiness take center stage as companies push for stronger governance while adoption accelerates.

 
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Fed hikes, oil and AI risks put markets to the test 9/17/26

Markets brace for the Fed as rising Treasury yields and persistent inflation fuel expectations for a rate hike. Plus, higher oil prices squeeze consumers and add pressure across the economy. Later, AI leaders debate speed, safety and open source models as investors weigh whether the tech trade still has room to run.

 
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Rates, oil and AI put markets under pressure 9/16/26

Morning Call 9/15/26

Global stocks tumble as President Trump's tariffs take effect — including a 104% tariff on China.
U.S. futures slip as the world’s two largest economies enter a high-stakes standoff.
The pharmaceutical sector is also under pressure, as Trump signals that tariffs on that industry are coming next.

 
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Sweeping Global Tariffs in effect. 4/9/25

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