# Markets, rates and AI risks shape the September outlook 8/31/26

Page: https://stenobird.com/podcast/morning-call-1336247/markets-rates-and-ai-risks-shape-the-september-outlook-8-31-26
Text version: https://stenobird.com/podcast/morning-call-1336247/markets-rates-and-ai-risks-shape-the-september-outlook-8-31-26.md
Podcast: [Morning Call](https://stenobird.com/podcast/morning-call-1336247)
Published: 2026-08-31T10:59:03+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/87b8d235-d482-48f3-8975-336d3c232c9f/audio/128/default.mp3?aid=rss_feed&awCollectionId=04f0d741-80e7-4bb4-9be4-a4fcc61db758&awEpisodeId=87b8d235-d482-48f3-8975-336d3c232c9f&feed=Bt3ITxGl
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JSON: https://stenobird.com/v1/public/podcasts/morning-call-1336247/episodes/markets-rates-and-ai-risks-shape-the-september-outlook-8-31-26
Duration seconds: 2531

## Resource

Markets close out a turbulent August as strong market breadth and rising inventory shape the outlook for stocks and housing. Plus, Apple faces a new era as AI and innovation take center stage. Later, Treasury yields, AI debt, energy prices and geopolitical risks keep investors on alert heading into September.

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## Transcript

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