# AI, China and market risks drive the global outlook 5/14/26 Page: https://stenobird.com/podcast/morning-call-1336247/ai-china-and-market-risks-drive-the-global-outlook-5-14-26 Text version: https://stenobird.com/podcast/morning-call-1336247/ai-china-and-market-risks-drive-the-global-outlook-5-14-26.md Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247) Published: 2026-05-14T11:26:23+00:00 Episode link: https://www.cnbc.com Audio file: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/10897de0-5375-4df4-88eb-f0cd5717b89f/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=10897de0-5375-4df4-88eb-f0cd5717b89f&feed=Bt3ITxGl Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-china-and-market-risks-drive-the-global-outlook-5-14-26 Duration seconds: 2945 ## Resource Markets are watching the Trump Xi summit closely as the U.S. and China navigate trade, artificial intelligence and growing geopolitical tensions. Plus, AI infrastructure demand, chip negotiations and global tech competition continue reshaping markets and corporate strategy. Later, investors weigh oil volatility, Fed uncertainty and consumer pressure as companies look for growth in an increasingly competitive global economy. ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/ai-china-and-market-risks-drive-the-global-outlook-5-14-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/morning-call-1336247/ai-china-and-market-risks-drive-the-global-outlook-5-14-26.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.