# Inflation, AI and trade tensions test the market outlook 9/8/26

Page: https://stenobird.com/podcast/morning-call-1336247/inflation-ai-and-trade-tensions-test-the-market-outlook-9-8-26
Text version: https://stenobird.com/podcast/morning-call-1336247/inflation-ai-and-trade-tensions-test-the-market-outlook-9-8-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-09-08T10:44:03+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/08526bbb-8e34-40d1-9db4-258beb436f3a/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=08526bbb-8e34-40d1-9db4-258beb436f3a&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/inflation-ai-and-trade-tensions-test-the-market-outlook-9-8-26
Duration seconds: 2583

## Resource

Markets face renewed pressure as rising oil prices, higher Treasury yields and inflation concerns put Fed policy back in focus. Plus, advances in AI and a rotation into software are reshaping the tech trade as investors weigh volatility and new opportunities. Later, U.S. Canada trade tensions and growing questions around AI safety and accountability add fresh risks to the global outlook.

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## Transcript

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