# Fed hikes, oil and AI risks put markets to the test 9/17/26

Page: https://stenobird.com/podcast/morning-call-1336247/fed-hikes-oil-and-ai-risks-put-markets-to-the-test-9-17-26
Text version: https://stenobird.com/podcast/morning-call-1336247/fed-hikes-oil-and-ai-risks-put-markets-to-the-test-9-17-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-09-17T11:05:36+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/ca01ce93-bef2-4518-9002-14e9f9df5a39/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=ca01ce93-bef2-4518-9002-14e9f9df5a39&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/fed-hikes-oil-and-ai-risks-put-markets-to-the-test-9-17-26
Duration seconds: 2539

## Resource

Markets digest the Fed’s latest rate hike as investors weigh inflation, oil prices and signs of narrowing market leadership. Plus, emerging markets gain momentum as AI, semiconductors and commodities create new opportunities, while luxury spending remains strong among top consumers. Later, AI safety and enterprise readiness take center stage as companies push for stronger governance while adoption accelerates.

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## Transcript

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