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

Page: https://stenobird.com/podcast/morning-call-1336247/fed-rates-ai-spending-and-bond-yields-shape-the-market-outlook-9-18-26
Text version: https://stenobird.com/podcast/morning-call-1336247/fed-rates-ai-spending-and-bond-yields-shape-the-market-outlook-9-18-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-09-18T10:54:24+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/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
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/fed-rates-ai-spending-and-bond-yields-shape-the-market-outlook-9-18-26
Duration seconds: 2564

## Resource

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.

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/fed-rates-ai-spending-and-bond-yields-shape-the-market-outlook-9-18-26/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/morning-call-1336247/fed-rates-ai-spending-and-bond-yields-shape-the-market-outlook-9-18-26.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.