Episode

Markets, rates and Nvidia test investor confidence 8/25/26

Podcast: Morning Call
Published: Aug 25, 2026
Duration seconds: 2540
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Canonical source: https://www.cnbc.com
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Summary

Markets face a critical stretch as rising yields, geopolitical tensions and Treasury intervention keep investors focused on the path for interest rates. Plus, Nvidia earnings put the AI trade back in focus as questions grow around spending, valuations and data center demand. Later, Iran sanctions, China risks and uncertainty around Jackson Hole add to the challenges shaping the market outlook