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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. 

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

Morning Call 9/25/26

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.

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

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

Markets face fresh uncertainty as AI safety concerns and calls for stronger guardrails put tech spending and infrastructure investment in focus. Plus, rising oil prices, inflation and higher Treasury yields add pressure across the economy. Later, investors look to the Fed as rate hikes, earnings strength and geopolitical risks shape 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.

AI safety, Fed rate hikes and oil risks test markets 9/14/26

Two steps forward, one step back. Futures are slightly lower as stocks try to claw back from the recent selling. Are we finding a bottom? Plus, critical for the market today is Nvidia's big show and what it means for the beaten-down AI trade. And later, new developments in the Middle East, including a massive overnight strike by Israel into Gaza.

 
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Under Pressure, Nvidia's Moment, Developing Story 3/18/25

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