Morning Call

Rising yields, AI momentum and media industry challenges 10/8/26

October 8, 2026·42 min
Episode Description from the Publisher

Markets face growing pressure from rising bond yields, inflation and concerns over housing affordability as investors prepare for third-quarter earnings. Plus, strong AI demand continues to fuel optimism around Nvidia and tech stocks, while banks and emerging markets offer opportunities for diversification. Later, Paramount and Warner Bros. face an $80 billion debt burden and mounting competition from Netflix as the combined company looks to expand its streaming business. 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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