Morning Call

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

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

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. 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 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.