Morning Call 9/21/26
Summary
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. The episode features interviews with Dan Murphy on geopolitical risks, Eric Hansodia of AGCO on agricultural trade dynamics, and John Ivanovich of the Ex-Im Bank regarding US-China supply chain resilience. Additional segments cover the S&P 500 index rebalance, McDonald’s upcoming investor day, and a panel discussion on the impact of energy prices and AI trade talks ahead of the UN General Assembly.
Topics discussed
Sponsor: Edward Jones
Market open: S&P, Dow, Nasdaq, and Treasuries
Dollar Index and Yen trading dynamics
Iran-Saudi tensions and oil price analysis with Dan Murphy
Shipping costs and tanker ETF performance
US-China trade talks and AI dialog framework
Europe and Asia markets: Germany politics and Novo Nordisk
Investment strategy: AI, compute demand, and market cracks
Sponsors: McDonald's and Venture Global
Sponsor: Schwab and Thinkorswim
Interview: AGCO CEO on ag-tech, trade, and manufacturing
SpaceX added to Nasdaq 100 index
Sponsor: CDW and Schneider Electric
Index changes, AI regulation, and corporate news
Market check: Futures, yields, and oil prices
Interview: Ex-Im Bank on reindustrialization and supply chains
McDonald's earnings preview and US same-store sales
Call Sheet: Geopolitics, AI, and interest rate outlook
Sponsor: EssilorLuxottica STiS lenses
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