The Morning Market Briefing

LIVE From Las Vegas: Amazon Job Cuts & UPS Crushes Earnings | October 28, 2025 – Morning Market Briefing

28 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom, live from Las Vegas, discuss the latest conference topics, Amazon job cuts, UPS earnings, and SBUX in China. Please forgive the ...

LIVE From Las Vegas: Argentina Elections & Apple's Plan for More Ads | October 27, 2025 – Morning Market Briefing

27 Oct 2025

Contributed by Lukas

Andrew and Tom, live from Las Vegas, discuss the latest conference topics, Argentina’s elections, and Apple's plan for ads on maps. Please forgive t...

Trump Terminates Canada Trade Talks & CPI Comes in Cold | October 24, 2025 – Morning Market Briefing

24 Oct 2025

Contributed by Lukas

Andrew and Ben discuss the Canada trade talks, Argentina elections, September CPI, and various earnings.  Song: Sold (The Grundy County Auction Inci...

Sanctions on Russian Oil Companies & Tesla Earnings | October 23, 2025 – Morning Market Briefing

23 Oct 2025

Contributed by Lukas

Andrew and Ben discuss the sanctions on Russia, beef prices, and Tesla earnings. Song: Pride and Joy - Stevie Ray VaughanFor information on how to j...

US-India Deal Seems Likely & UK Inflation | October 22, 2025 – Morning Market Briefing

22 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the potential India deal, UK inflation, and various earnings. Song: Change the World - Eric ClaptonFor information on ho...

US Army Meets with Private Equity | October 21, 2025 – Morning Market Briefing

21 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss US Army Secretary Dan Driscoll and Scott Bessent meeting with 15 PE firms and various earnings. Song: Blue Sky - The All...

Why Do We Own These Companies | October 20, 2025 – Morning Market Briefing

20 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom review the weekend’s college football games and discuss a handful of companies we own and why.Song: The Beatles - Get BackFor i...

Bad Loans & The Dangers of Alternative Fixed Income | October 17, 2025 – Morning Market Briefing

17 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss Andrew's birthday surprise, bad loans from regional banks/private credit, market volatility, earnings results, and the co...

Beige Book Overview & A Comeback in U.S. Manufacturing | October 16, 2025 – Morning Market Briefing

16 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earni...

AI Company Updates & Bank Earnings Reports | October 15, 2025 – Morning Market Briefing

15 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss updates on companies tied to the AI boom, markets making a comeback, Powell's Adam Smith Award lecture, and GSIB earnings...

Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing

14 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings.For information on how to join the Zoom calls liv...

Market Sell-Off and Rebound | October 13, 2025 – Morning Market Briefing

13 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss Friday's sell-off, international news, and the week ahead.For information on how to join the Zoom calls live each morning...

AI Trade is Back On | October 10, 2025 – Morning Market Briefing

10 Oct 2025

Contributed by Lukas

Ben discusses the pick up in AI trade, international news, and what to be on the lookout for next week.For information on how to join the Zoom calls l...

New Prime Minister in France and First Brands Bankruptcy | October 9, 2025 – Morning Market Briefing

09 Oct 2025

Contributed by Lukas

Andrew and Tom discuss international news, First Brands bankruptcy, and various company earnings.For information on how to join the Zoom calls live ea...

Oracle's AI Cloud Business and Fed Minutes | October 8, 2025 – Morning Market Briefing

08 Oct 2025

Contributed by Lukas

Ben and Tom discuss Oracle's AI Cloud Business, Fed Minutes, and 10-year auction expectations.For information on how to join the Zoom calls live each ...

Tesla News and Constellation Brands Earnings | October 7, 2025 – Morning Market Briefing

07 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss Tesla news, Constellation Brands, and bond rate expectations.For information on how to join the Zoom calls live each morn...

Political Unrest - Another Prime Minister Resignation in France | October 6, 2025 – Morning Market Briefing

06 Oct 2025

Contributed by Lukas

Ben, Tom, and Andrew discuss Foxconn sales, Japan's prime minister, and give an update on the government shutdown. For information on how to join the...

CFA Meeting Recap: Is Stagflation Ahead? | October 3, 2025 – Morning Market Briefing

03 Oct 2025

Contributed by Lukas

Andrew and Tom discuss yesterday's CFA meeting and the week ahead. Song: My Own Prison - CreedFor information on how to join the Zoom calls live each...

Shutdown Negotiations Continue & Mixed ISM Manufacturing Report | October 2, 2025 – Morning Market Briefing

02 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the government shutdown and yesterday's ISM manufacturing report.Song: Closing Time - SemisonicFor information on how to ...

TrumpRx & the US Government Shuts Down | October 1, 2025 – Morning Market Briefing

01 Oct 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Nike earnings, TrumpRX and the government shutdown. Song: Closing Time - SemisonicFor information on how to join the Zoo...

US Proposal for Israel-Gaza Peace | September 30, 2025 – Morning Market Briefing

30 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the major points of the Israel-Gaza peace announcement, an update on the potential government shutdown, and Hegseth's mys...

Strategic M&A Continues & Potential Government Shutdown | September 29, 2025 – Morning Market Briefing

29 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the latest M&A activity, potential government shutdowns, and Goldman Sachs' upgrade of equities to overweight. Song:...

August PCE Data Points to Strong Consumer Spending | September 26, 2025 – Morning Market Briefing

26 Sep 2025

Contributed by Lukas

Ben and Tom discuss this morning's PCE data, GDP revision, and more Fed talk. Song: Good Vibrations - The Beach BoysFor information on how to join th...

Breaking Down Miran’s Interest Rate Comments & Yesterday's CFA Meeting | September 25, 2025 – Morning Market Briefing

25 Sep 2025

Contributed by Lukas

Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting.Song: Fly Lik...

Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing

24 Sep 2025

Contributed by Lukas

Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation. Song: Touch of Grey - Grateful DeadFor informati...

Autism Announcement & Nvidia Investing up to $100B in OpenAI | September 23, 2025 – Morning Market Briefing

23 Sep 2025

Contributed by Lukas

Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI. Song: If Th...

Pfizer’s Latest Deal & New H-1B Rules | September 22, 2025 – Morning Market Briefing

22 Sep 2025

Contributed by Lukas

Ben discusses Pfizer's latest acquisition and the implications of the new H-1B rules. Song: September - Earth, Wind, & FireFor information on how...

Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing

19 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead. Song: Amie - Pure Prairie LeagueFor information on h...

The Fed Cuts Rates & Nvidia Pours $5B into Intel | September 18, 2025 – Morning Market Briefing

18 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel. Song: You Never Even Called Me by...

TikTok Deal Framework Leaks & Pharma Companies Invest in the US | September 17, 2025 – Morning Market Briefing

17 Sep 2025

Contributed by Lukas

Andrew and Ben discuss the TikTok deal framework, pharma companies investing in the US, and a preview of the Fed meeting today. For information on ho...

Global Tensions and Market Impact Ahead of the Fed Meeting | September 16, 2025 – Morning Market Briefing

16 Sep 2025

Contributed by Lukas

Ben and Tom discuss international issues and their potential impact on the market and tomorrow's Fed meeting. Song: Fire on the Mountain - The Marsha...

US-China Talks Continue & German Election Results | September 15, 2025 – Morning Market Briefing

15 Sep 2025

Contributed by Lukas

Andrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead. Song: Family Tradition - Hank Williams ...

Next Week's Fed Meeting: Will We Get a Cut? | September 12, 2025 – Morning Market Briefing

12 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom share thoughts ahead of next week's Fed meeting. Song: Minute by Minute - The Doobie Brothers  For information on how to join ...

Our Reflections on Charlie Kirk's Assassination | September 11, 2025 – Morning Market Briefing

11 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the tragic assassination of Charlie Kirk and yesterday's market. Song: Where Were You - Alan Jackson For information on...

Oracle's Plan to Lead AI for the Enterprise & PPI Comes in Cold | September 10, 2025 – Morning Market Briefing

10 Sep 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Oracle's jump after earnings, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data. Song: Karma Police ...

France Fires Their Prime Minister & Apple Event Preview | September 9, 2025 – Morning Market Briefing

09 Sep 2025

Contributed by Lukas

Ben and Tom discuss France's firing of their Prime Minister, the NFIB Small Business Optimism, and a preview of Apple's event today.Song: Say It Ain't...

Bessent Blasts the Fed in Latest Articles | September 8, 2025 – Morning Market Briefing

08 Sep 2025

Contributed by Lukas

Andrew, Ben, Hannah, and Tom discuss Bessent's latest articles on the Fed, Japan's Prime Minister's plan to resign, and the week ahead.  For informa...

Lululemon Flops on Earnings & ISM Services | September 5, 2025 – Morning Market Briefing

05 Sep 2025

Contributed by Lukas

Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. Song: Walkin' on the Sun - Smash Mouth For ...

JOLTS Report & Stephan Miran Facing Senate Confirmation | September 4, 2025 – Morning Market Briefing

04 Sep 2025

Contributed by Lukas

Andrew and Hicks discuss the JOLTS report, CRM earnings, the German economy expectation of slower growth, and Stephen Miran facing Senate confirmation...

Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing

03 Sep 2025

Contributed by Lukas

Andrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing.  Song: (Just Like) Starting Over ...

Kraft Heinz is Splitting Up & Eurozone Inflation | September 2, 2025 – Morning Market Briefing

02 Sep 2025

Contributed by Lukas

Andrew and Tom discuss this weekend's college football, Kraft Heinz splitting up, and Eurozone inflation. Song: Maggie May - Rod Stewart For informa...

The College Football Preview | August 29, 2025 – Morning Market Briefing

29 Aug 2025

Contributed by Lukas

Andrew provides five things you should rethink about college football, some individual team themes, and a preview of the weekend. We got a new mixer....

Nvidia Earnings & Mexico to Increase Tariffs on China | August 28, 2025 – Morning Market Briefing

28 Aug 2025

Contributed by Lukas

Andrew and Hicks discuss Nvidia earnings, Mexico increasing Tariffs on China, and tonight's college football games. We got a new mixer. If the sound ...

India Tariffs Jump to 50% & Record Levels of Share Buybacks | August 27, 2025 – Morning Market Briefing

27 Aug 2025

Contributed by Lukas

Andrew and Hicks discuss the concerns surrounding Lisa Cook's firing, India's tariff jumping to 50%, and share buybacks hitting record highs.  We go...

Lisa "The Fraudster" Cook is Fired | August 26, 2025 – Morning Market Briefing

26 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Trump firing Lisa Cook, Eli Lilly completing late-stage trial of Oforgilpron, and EssilorLuxxotica reportedly taking a 20% stak...

US Takes Stake in Intel & Chili's is Back | August 25, 2025 – Morning Market Briefing

25 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Powell's speech from Friday, the US taking its 10% stake in Intel, and Chili's is back.Song: I Saw Her Standing There - The Bea...

Nvidia Halts H20 Production & Jackson Hole Preview | August 22, 2025 – Morning Market Briefing

22 Aug 2025

Contributed by Lukas

Andrew, Pedro, and Tom discuss Nvidia halting H20 production, Meta poaching Apple executives, and a preview of Jackson Hole. Song: A New Man - Jerry ...

Fed Governer Lisa Cook Under Fire & Initial Jobless Claims | August 21, 2025 – Morning Market Briefing

21 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Nick Timiraos's unusual article comparing Jay Powell to the pope, Fed Governor Lisa Cook's mortgage fraud, and initial jobless ...

Target Taps COO to Lead Turnaround & Truist's Bold New Strategy | August 20, 2025 – Morning Market Briefing

20 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Target's new CEO, Trump's bond portfolio, and Truist's latest strategy to capture the "Mass Affluent." Song: Oye Como Va - San...

Trump Pushing for a "Trilat" with Zelensky and Putin | August 19, 2025 – Morning Market Briefing

19 Aug 2025

Contributed by Lukas

Andrew and Tom discuss yesterday's meeting with Zelensky in DC, Chamath's new SPAC, and HD earnings. For information on how to join the Zoom calls li...

Zelensky Returns to DC to Meet with Trump and European Leaders | August 18, 2025 – Morning Market Briefing

18 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Trump's meeting with Putin and Zelensky returning to DC today. Song: Sweet Child O' Mine - Guns N' RosesFor information on ho...

The US Takes Stake in Intel & Retail Sales | August 15, 2025 – Morning Market Briefing

15 Aug 2025

Contributed by Lukas

Andrew, Ben, Tom, and Pedro discuss Berkshire's recent buy of UNH, the US taking a stake in Intel, and retail sales. Song: Chillin' in Alaska - Tim H...

PPI Comes in Hotter than Expected | August 14, 2025 – Morning Market Briefing

14 Aug 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's PPI data and various earnings.  Song: I'm in a Hurry (And Don't Know Why) - AlabamaFor information on ho...

Perplexity Offers to Buy Google Chrome & Yesterday's Rally | August 13, 2025 – Morning Market Briefing

13 Aug 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market rally, Bessent's latest comments on rates, and Perplexity's offer to buy Google Chrome.  Song: Inner...

Small Business Optimism Rises & CPI Remains Steady | August 12, 2025 – Morning Market Briefing

12 Aug 2025

Contributed by Lukas

Ben and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger. Song: Beautiful Disaster - 311For information on how...

AMD & Nvidia to Pay 15% China Revenue to the US | August 11, 2025 – Morning Market Briefing

11 Aug 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss AMD and Nvidia paying 15% of their China revenue to the US. Please reach out to [email protected] if you are interested i...

Meta Lands Funding Deal with Pimco and Blue Owl | August 8, 2025 – Morning Market Briefing

08 Aug 2025

Contributed by Lukas

Ben and Tom discuss Meta's funding plan and various earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https:...

Apple $600 Investment Announcement & 100% Tariffs on Semiconductors | August 7, 2025 – Morning Market Briefing

07 Aug 2025

Contributed by Lukas

Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings.Song: Corduroy - Pearl JamFor information on how to join the Zoom ...

Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing

06 Aug 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings. Song: Drown - Smashing PumpkinsFor information on how to join ...

San Francisco Fed President Mary Daly Calls for Cuts | August 5, 2025 – Morning Market Briefing

05 Aug 2025

Contributed by Lukas

Andrew and Ben discuss San Francisco Fed President Mary Daly's call for interest rate cuts, trade balance data, and various earnings. Song: Heaven Be...

BLS Director Erika McEntarfer Fired | August 4, 2025 – Morning Market Briefing

04 Aug 2025

Contributed by Lukas

Andrew and Ben discuss BLS Director Erika McEntarfer being fired by Trump, Fed Governor replacement for Andrea Kugler, and Berkshire Hathaway earnings...

July Jobs Fall Short of Expectations | August 1, 2025 – Morning Market Briefing

01 Aug 2025

Contributed by Lukas

Ben, Mason, and Pedro discuss this morning's jobs data, tariffs, the presidential fitness test, earnings, and Mason's exit interview. Song: Spiderweb...

"Too Late" Powell Leaves Rates Unchanged | July 31, 2025 – Morning Market Briefing

31 Jul 2025

Contributed by Lukas

Andrew, Ben, Thomas, and Tom discuss yesterday's Fed meeting, the crash in copper prices, an update on trade deals, and Thomas's exit interview. Song...

GDP Jumps to 3% & Consumer Confidence Increases | July 30, 2025 – Morning Market Briefing

30 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss jobs numbers, consumer confidence, and this morning's GDP data. Song: Georgy Porgy - TotoFor information on how to join ...

Trump Floats Patent System Overhaul & Fed Preview | July 29, 2025 – Morning Market Briefing

29 Jul 2025

Contributed by Lukas

Andrew and Ben discuss Trump's potential patent system overhaul, a Fed preview, and various earnings. Song: Untitled - Smashing PumpkinsFor informati...

EU Tariff Deal and an Update on Tariff Revenue | July 28, 2025 – Morning Market Briefing

28 Jul 2025

Contributed by Lukas

Andrew, Ben, Hannah, and Tom discuss EU tariff deal, Goldman Sachs forgoes job cuts, and the week ahead. Song: Nights on Broadway - Bee GeesFor infor...

Trump Tours Federal Reserve Building & More M&A Activity | July 25, 2025 – Morning Market Briefing

25 Jul 2025

Contributed by Lukas

Aden, Ben, & Tom discuss Trump's tour of the Federal Reserve building, M&A activity, various earnings, and closing questions for Aiden's last ...

ECB Keeps Rates Steady & Trump AI Action Plan | July 24, 2025 – Morning Market Briefing

24 Jul 2025

Contributed by Lukas

Ben and Tom discuss the ECB keeping rates steady, Trump's AI action plan, and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath For inf...

Japan to Invest $550b in the US | July 23, 2025 – Morning Market Briefing

23 Jul 2025

Contributed by Lukas

Ben and Tom discuss the Japan trade deal and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath For information on how to join the Zoom ...

Coca-Cola, Philip Morris, & General Motors Earnings | July 22, 2025 – Morning Market Briefing

22 Jul 2025

Contributed by Lukas

Ben and Tom discuss earnings for KO, GM, PM, DHR, LMT, RTX, and NOC. Song: Mr. Brightside- The KillersFor information on how to join the Zoom calls l...

Bank Earnings, Pressure on the Fed, & Atlanta's Growth | July 21, 2025 – Morning Market Briefing

21 Jul 2025

Contributed by Lukas

Ben and Tom give their thoughts on last week's market and the Wall Street Journal's article on Atlanta's growth slowing. Song: Still The Same - Bob S...

United Pacific in Talks to Buy Norfolk Southern | July 18, 2025 – Morning Market Briefing

18 Jul 2025

Contributed by Lukas

Andrew and Pedro discuss UNP potentially buying NSC, NFLX earnings, & Iran is rearming its militia allies. Song: Over the Hills and Far Away - Le...

Voting Age in UK Lowered & EU Fighting US Tariffs | July 17, 2025 – Morning Market Briefing

17 Jul 2025

Contributed by Lukas

Andrew and Thomas discuss the UK lowering its voting age to 16 and the EU preparing a list of retaliatory measures, including tariffs on the US. For ...

Indonesia Trade Deal & 401(k) Private Investments | July 16, 2025 – Morning Market Briefing

16 Jul 2025

Contributed by Lukas

Andrew, Thomas, and Tom discuss this morning's PPI data, the U.S. trade deal with Indonesia, and Trump's executive order to include private investment...

CPI Comes in Slightly Cold & Nvidia Exporting Chips to China | July 15, 2025 – Morning Market Briefing

15 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's CPI data, BofA Fund Manager Survey, and various company updates. Song: Whatever - OasisFor information on...

U.S. June Budget Surplus & Crypto Week in Congress | July 14, 2025 – Morning Market Briefing

14 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Mexico's potential tariff deal, the U.S. June budget surplus, and crypto week in Congress. Song: The Gambler - Kenny Rog...

U.S. Selling Weapons to NATO & Narwhal Relay Race | July 11, 2025 – Morning Market Briefing

11 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Waller's recent statements about the Fed, Trump's sale of weapons to NATO with the understanding that they are intended f...

Long-Bond Interest Rates Fall & Ferrero to Buy Kellogg | July 10, 2025 – Morning Market Briefing

10 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss long-bond interest rates falling, Costco sales, and Ferrero to buy Kellogg. Song: Your Mama Don't Dance - Loggins & ...

Trump Threatens 50% Tariffs on Copper & 200% on Pharmaceuticals | July 9, 2025 – Morning Market Briefing

09 Jul 2025

Contributed by Lukas

Andrew and Tom discuss Trump's threat of 50% tariffs on copper and 200% on pharmaceuticals, the EU trade deal is ready to be signed, and Apple is losi...

Tariff Letters Sent & Small Business Optimism Remains Steady | July 8, 2025 – Morning Market Briefing

08 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's letters to countries that didn't make a tariff deal and NFIB small business optimism. For information on how to ...

What the One Big Beautiful Bill Means for You | July 7, 2025 – Morning Market Briefing

07 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the BBB, tariffs, and Tesla. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://...

We Went Nuclear: A Special on Iran-U.S. Relations

04 Jul 2025

Contributed by Lukas

Grab a case of Coors Light, because Moe Reza and Andrew Hall dive deep into the history of Iran and U.S. foreign policy, the Iranian Nuclear program, ...

Jobs Come in Hot & More Trade Deals | July 3, 2025 – Morning Market Briefing

03 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's jobs data, the BBB, more trade deals, and the week ahead. For information on how to join the Zoom calls l...

BBB Passes Through Senate & Constellation Earnings | July 2, 2025 – Morning Market Briefing

02 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the BBB passing through the Senate, Constellation earnings, and ADP employment numbers. For information on how to join t...

First Half of 2025 in Review & BBB Update | July 1, 2025 – Morning Market Briefing

01 Jul 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the first half of 2025 in review, Musk vs. Trump, and an update on the BBB. For information on how to join the Zoom call...

Canada Backs Off Digital Services Tax | June 30, 2025 – Morning Market Briefing

30 Jun 2025

Contributed by Lukas

Ben and Tom discuss Canada backing down from the digital services tax, banks passing stress tests, and BBB passing a key procedural vote. For informa...

Big Beautiful Bill & Trade Deal Update | June 27, 2025 – Morning Market Briefing

27 Jun 2025

Contributed by Lukas

Andrew, Ben, and Pedro discuss the status of the Big Beautiful Bill, PCE inflation, and provide an update on the China trade deal. For information on...

Fed Cuts Supplementary Leverage Ratio & Micron Earnings | June 26, 2025 – Morning Market Briefing

26 Jun 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the Fed's decision to cut the Supplementary Leverage Ratio, Trump's consideration of naming a Fed chair early, and Micron...

Recaping Powell's Day in Congress & NYC Mayoral Primary | June 25, 2025 – Morning Market Briefing

25 Jun 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Jay Powell testifying on the Hill and the New York City mayoral primary. For information on how to join the Zoom calls l...

"Too Late" Jerome Powell Continues to Face Scrutiny | June 24, 2025 – Morning Market Briefing

24 Jun 2025

Contributed by Lukas

Ben and Tom discuss the tentative Iran/Israel peace deal, a preview of the NATO conference, and Jerome Powell's day in Congress. For information on h...

US Strikes Iran Nuclear Sites | June 23, 2025 – Morning Market Briefing

23 Jun 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the US strike on Iran, the passing of FedEx founder Fred Smith, and Trump's attack on Powell. For information on how to ...

Fed Meeting Summary | June 20, 2025 – Morning Market Briefing

20 Jun 2025

Contributed by Lukas

Ben and Tom recap Wednesday's Fed meeting and preview the week ahead. For information on how to join the Zoom calls live each morning at 8:30 EST, vi...

Trump Weighs Israel/Iran Options | June 18, 2025 – Morning Market Briefing

18 Jun 2025

Contributed by Lukas

Andrew and Tom discuss Trump weighing Israel/Iran options, US plans to increase bank liquidity, and a Fed meeting preview.For information on how to jo...

G-7 Summit & 20-Year Bond Auction Results | June 17, 2025 – Morning Market Briefing

17 Jun 2025

Contributed by Lukas

Ben and Tom discuss the G-7 Summit, EU trade negotiations, and an update on bonds. For information on how to join the Zoom calls live each morning at...

Oil Prices Rise Amid Conflict | June 16, 2025 – Morning Market Briefing

16 Jun 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the current state of the Israel/Iran conflict, Gallup's latest poll, and the week ahead. For information on how to join ...

Israel Strikes Iran & Restoration Hardware Earnings | June 13, 2025 – Morning Market Briefing

13 Jun 2025

Contributed by Lukas

Andrew, Ben, Pedro, and Tom discuss Israel's strike on Iran, Adobe earnings, and Restoration Hardware earnings. For information on how to join the Zo...

PPI Comes in Cold & Iran's Nuclear Push | June 12, 2025 – Morning Market Briefing

12 Jun 2025

Contributed by Lukas

Andrew, Ben, and Tom recap their conference in DC, discuss PPI coming in lower than expected, and Iran's progress in its nuclear program. For informa...

Robotaxis & China Truce | June 11, 2025 – Morning Market Briefing

11 Jun 2025

Contributed by Lukas

Andrew and Hicks discuss an update on the Robotaxis, China truce, and CPI.  For information on how to join the Zoom calls live each morning at 8:30 ...

China Trade Update & Pod Talk | June 10, 2025 – Morning Market Briefing

10 Jun 2025

Contributed by Lukas

Andrew and Hicks discuss the state of the podcast, Apple's WWDC conferance, Trump accounts, and an update on China trade talks. For information on ho...

Schwab Conference Recap | June 9, 2025 – Morning Market Briefing

09 Jun 2025

Contributed by Lukas

Andrew discusses the LA riots, a preview of Apple's WWDC, and his time at the Schwab conference. For information on how to join the Zoom calls live e...