Morning Call 7/23/26

Morning Call 7/23/26

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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 w ...  Show more

Earnings, AI and the space economy take center stage 7/22/26

Markets look to major earnings from Alphabet, Tesla and IBM as investors weigh AI spending against rising oil prices and higher interest rates. Plus, the commercial space economy continues to expand, with defense, lunar exploration and Earth observation driving long term growth. ...  Show more

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