Morning Call 9/30/26
Summary
Dominic Chewin and Morgan Brennan open the show by analyzing mixed U.S. equity futures and record-high bond yields ahead of key economic data releases, including ADP payrolls and PCE inflation. The episode features technical analysis from Frank Capillary, who highlights a bullish setup for the S&P 500 and Bitcoin, alongside a discussion with Renaissance Capital on the recent wave of IPO postponements driven by market volatility. Additionally, John Kilduff explains why oil prices remain elevated despite Middle East supply recovering to pre-war levels, while the team previews Micron's earning…
Topics discussed
Sponsor: Edward Jones
Market open: Futures and key economic data
Global markets: Asia, Europe, and bond yields
Quarterly recap: Dow and Russell 2000 performance
Interview: Frank Capillary on market trends and Bitcoin
Sponsors: Wise and Venture Global
IPO pipeline: Postponements and market volatility
Blue Origin: Space data centers and funding
Mortgage rates and sponsor: Pacific Life
Headlines: Oil flows, Apple, and Ken Griffin donation
Market update and AI safety agreement
Sam Altman: OpenAI developer day and valuation
Interview: John Kilduff on oil prices and supply
Preview: Micron earnings and Boeing contract
NASA: Refurbishing SR-71 Blackbird
Micron earnings: Analyst expectations and history
Morning Call crew: Micron and tech sector outlook
Inflation data: PCE expectations and Fed outlook
Q4 market outlook: Risks and constructive backdrop
Sponsor: Wise
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