Morning Call

Markets remain focused on rising rates, inflation risks and the growing divide between AI driven growth and consumer affordability pressures. Plus, Nvidia, semiconductors and autonomous defense technology continue fueling investor optimism despite concerns around valuations and global bond markets. And later, Wall Street weighs oil volatility, labor market uncertainty and the long term impact of AI spending on the broader economy.

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

Markets remain supported by AI spending, resilient consumers and strong corporate earnings despite rising yields and energy prices. Plus, retailers, labor data and infrastructure demand continue shaping the economic outlook as investors watch inflation and Fed policy closely. And later, concerns around oil volatility, geopolitical tensions and the sustainability of AI driven growth keep markets on edge heading into the second half of the year.

 

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

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, 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.

Markets are watching the Trump Xi summit closely as the U.S. and China navigate trade, artificial intelligence and growing geopolitical tensions. Plus, AI infrastructure demand, chip negotiations and global tech competition continue reshaping markets and corporate strategy. Later, investors weigh oil volatility, Fed uncertainty and consumer pressure as companies look for growth in an increasingly competitive global economy.

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