Episode

Copper demand, defense AI and consumer strength shape the market outlook 8/18/26

Podcast: Morning Call
Published: Aug 18, 2026
Duration seconds: 2548
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Summary

Markets face rising rates and geopolitical uncertainty as resilient consumers and small cap strength support the broader outlook. Plus, surging copper demand, AI infrastructure and defense technology are creating new investment opportunities. Later, retail earnings, Fed policy and higher energy prices put consumer spending and the market rally to the test.