Episode

Earnings strength meets jobs, rates and market rotation 8/7/26

Podcast: Morning Call
Published: Aug 7, 2026
Duration seconds: 2556
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Canonical source: https://www.cnbc.com
Audio: https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/d9b66cc6-31b2-475b-9f5b-7b35df953b69/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=d9b66cc6-31b2-475b-9f5b-7b35df953b69&feed=Bt3ITxGl
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Summary

Markets push higher as strong earnings broaden beyond tech and a resilient labor market supports investor confidence. Plus, software growth, AI investment and SpaceX ambitions keep technology in focus. Later, Fed uncertainty, Middle East volatility and rising commodity prices keep investors watching risks across markets.