Morning Call
Episodes
Morning Call 9/21/26
Morgan Brennan opens the show with a market check, noting oil prices falling below $100 amid escalating Middle East tensions and a flattening yield curve.
Fed rates, AI spending and bond yields shape the market outlook 9/18/26
Morgan Brennan opens the show with a market check, highlighting a rebound in tech stocks and a sharp decline in financials following earnings warnings from Bank of America and Goldman Sachs.
Fed hikes, oil and AI risks put markets to the test 9/17/26
US equity futures rebounded after the Fed’s first rate hike since 2023, with Chair Kevin Warsh signaling a hawkish stance on persistent inflation.