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Morning Call · July 24 · 42 min

Markets, tariffs and oil drive investor focus 7/24/26

Markets are navigating rising tariffs, higher interest rates and geopolitical tensions as investors assess the outlook for inflation, growth and Fed policy. Plus, AI spending and semiconductor demand continue supporting technology, while companies balance higher borrowing costs with strong investment. Later, oil supply risks, Middle East tensions and trade uncertainty remain key factors shaping markets and the economic outlook. 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 are navigating rising tariffs, higher interest rates and geopolitical tensions as investors assess the outlook for inflation, growth and Fed policy. Plus, AI spending and semiconductor demand continue supporting technology, while companies balance higher borrowing costs with strong investment. Later, oil supply risks, Middle East tensions and trade uncertainty remain key factors shaping markets and the economic outlook.


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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