Episode

AI mania, China and Treasury moves put markets on alert 9/22/26

Podcast: Morning Call
Published: Sep 22, 2026
Duration seconds: 2553
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Summary

AI momentum is back in focus as investors weigh Meta’s rally, rising valuations and whether massive spending can ultimately deliver profits. Plus, U.S. China tensions and the debate over AI regulation take center stage. Later, Treasury yields and an upcoming repurchase operation keep markets focused on rates and financial stability.