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Morning Call · Friday · 42 min

Earnings strength meets jobs, rates and market rotation 8/7/26

Markets push higher as strong earnings broaden beyond tech and a resilient labor market supports investor confidence. Plus, software growth, AI investment and SpaceX ambitions keep technology in focus. Later, Fed uncertainty, Middle East volatility and rising commodity prices keep investors watching risks across markets. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Markets push higher as strong earnings broaden beyond tech and a resilient labor market supports investor confidence. Plus, software growth, AI investment and SpaceX ambitions keep technology in focus. Later, Fed uncertainty, Middle East volatility and rising commodity prices keep investors watching risks across markets.


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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