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

Page: https://stenobird.com/podcast/morning-call-1336247/earnings-strength-meets-jobs-rates-and-market-rotation-8-7-26
Text version: https://stenobird.com/podcast/morning-call-1336247/earnings-strength-meets-jobs-rates-and-market-rotation-8-7-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-08-07T10:54:40+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/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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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/earnings-strength-meets-jobs-rates-and-market-rotation-8-7-26
Duration seconds: 2556

## Resource

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.

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## Transcript

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