Episode

Fed rates, AI spending and bond yields shape the market outlook 9/18/26

Podcast

Morning Call

Published

Sep 18, 2026

Duration seconds

2564

Processing state

not_requested

Canonical source

https://www.cnbc.com

Audio

https://dts.podtrac.com/redirect.mp3/cnbc.simplecastaudio.com/04f0d741-80e7-4bb4-9be4-a4fcc61db758/episodes/2261595c-284a-4de3-b549-de88544cfa75/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=2261595c-284a-4de3-b549-de88544cfa75&feed=Bt3ITxGl

JSON

/v1/public/podcasts/morning-call-1336247/episodes/fed-rates-ai-spending-and-bond-yields-shape-the-market-outlook-9-18-26

Markdown

/podcast/morning-call-1336247/fed-rates-ai-spending-and-bond-yields-shape-the-market-outlook-9-18-26.md

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Summary

Markets navigate higher rates as investors weigh Fed policy, inflation and pressure on consumers. Plus, rising bond yields and AI spending create new competition for capital across markets. Later, housing affordability, global rates and energy prices remain key risks for investors.