Copper demand, defense AI and consumer strength shape the market outlook 8/18/26

Markets face rising rates and geopolitical uncertainty as resilient consumers and small cap strength support the broader outlook. Plus, surging copper demand, AI infrastructure and defense technology are creating new investment opportunities. Later, retail earnings, Fed policy and higher energy prices put consumer spending and the market rally to the test. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.