Progress on the Debt Ceiling, Deere Earnings ...

November 5, 2026; 5am: Morning Call breaks down the post-midterm market rally, pressure on AI/data center trades, and the sectors moving as Democrats are projected to take Congress. The key takeaway: policy risk around data centers, defense spending, energy and rates is reshaping ...  Show more

November 4, 2026; 5am: Morgan Brennan anchors a special Morning Call as Democrats flip the House and Senate in a larger-than-expected blue wave, while stock futures surge and markets digest the implications for AI, data centers, clean energy, health care, defense, taxes, tariffs ...  Show more

Major indexes closed near their highs of the day, after Fed chair Jerome Powell said he’s seeing signs of disinflation in the economy. But is this the green light the markets have been waiting for? Plus President Biden expected to take on corporate tax rates and share buybacks ...

President Biden has said that he should know by the end of Friday whether there is a deal with Republicans to raise the government debt ceiling, so it can continue to pay its bills. Mr Biden said things were looking good and he thought negotiators were very close to a deal. Th ...

President Biden speaks after meeting with tech executives from 7 AI companies. We’ll set the scene, and look at what’s at stake. Plus, as the payment stocks start to report, one analyst says two of them have an “unusually attractive entry point.” She’ll tell us which, and make ...