Morning Call

Markets, AI and rising yields test the outlook 9/28/26

September 28, 2026·42 min
Episode Description from the Publisher

Markets face rising Treasury yields and weak breadth as investors look ahead to earnings, inflation and jobs data. Plus, AI, robotics and U.S. manufacturing are driving new investment across defense and technology. Later, SpaceX’s Starship launch and next generation Starlink satellites could reshape the space economy and AI infrastructure. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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