The Morning Market Briefing

Elon vs. Trump & Lululemon Earnings | June 6, 2025 – Morning Market Briefing

06 Jun 2025

Contributed by Lukas

Aden, Pedro, and Tom discuss the Trump/Elon feud, Lululemon earnings, and the week ahead. For information on how to join the Zoom calls live each mor...

Mixed ISM Services Report | June 5, 2025 – Morning Market Briefing

05 Jun 2025

Contributed by Lukas

Tom discusses the ISM services report data, ECB rate cuts, and Trump's travel ban. For information on how to join the Zoom calls live each morning at...

Steel Tariffs Take Effect & Jobs Data | June 4, 2025 – Morning Market Briefing

04 Jun 2025

Contributed by Lukas

Ben and Tom discuss steel tariffs taking effect today, jobs data, and various company news. For information on how to join the Zoom calls live each m...

Dutch Government Collapses & ISM Manufacturing | June 3, 2025 – Morning Market Briefing

03 Jun 2025

Contributed by Lukas

Ben and Tom discuss ISM Manufacturing data, the Dutch government's collapse, and Meta buying nuclear power from Constellation. For information on how...

Improving Income, Inflation, and Spending Data | June 2, 2025 – Morning Market Briefing

02 Jun 2025

Contributed by Lukas

Ben and Tom discuss Russia/Ukraine and improving US economic data. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

China Trade Talks Stalled & Elon's Last Day | May 30, 2025 – Morning Market Briefing

30 May 2025

Contributed by Lukas

Andrew, Tom, and Thomas discuss the status of the China trade talks, Trump's meeting with Powell, and Elon's last day. For information on how to join...

Nvidia Earnings & Trump Tariffs Ruled Illegal | May 29, 2025 – Morning Market Briefing

29 May 2025

Contributed by Lukas

Andrew and Tom discuss Nvidia earnings and Trump's tariffs being ruled illegal in federal court. For information on how to join the Zoom calls live e...

Surprisingly Strong Consumer Confidence | May 28, 2025 – Morning Market Briefing

28 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's consumer confidence report, Macy's earnings, and Trump's day off. For information on how to join the Zoom ca...

Stocks Rebound as 50% EU Tariff Threat is Delayed | May 27, 2025 – Morning Market Briefing

27 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's delay of the 50% tariff on the EU, Japanese bond issuance, and Redfin's home data. For information on how to joi...

The Big Beautiful Bill Moves to the Senate | May 23, 2025 – Morning Market Briefing

23 May 2025

Contributed by Lukas

Andrew, Ben, Pedro, and Tom discuss the Big Beautiful Bill, the MAHA Report, and Booz Allen Hamilton earnings. For information on how to join the Zoo...

Yesterday's Bond & Equity Sell-Off | May 22, 2025 – Morning Market Briefing

22 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's sell-off and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, ...

Bloomberg Terminal Outage & Bonds Sell Off Again | May 21, 2025 – Morning Market Briefing

21 May 2025

Contributed by Lukas

Ben and Tom discuss the Bloomberg outage and bonds selling off again. For information on how to join the Zoom calls live each morning at 8:30 EST, vi...

Japanese Bond Auction & Impact of Tariffs | May 20, 2025 – Morning Market Briefing

20 May 2025

Contributed by Lukas

Ben and Tom discuss last night's Japanese bond auction and the impact of tariffs. For information on how to join the Zoom calls live each morning at ...

Budget Goes to The House & US Debt Downgraded | May 19, 2025 – Morning Market Briefing

19 May 2025

Contributed by Lukas

Ben and Tom discuss the University of Michigan survey data, the current status of the budget, and the US debt downgrade. For information on how to jo...

Charter in Talks to Merge with Cox Communications | May 16, 2025 – Morning Market Briefing

16 May 2025

Contributed by Lukas

Ben and Tom discuss the potential Charter and Cox Communications merger, Meta's AI delays, and Novo Nordisk firing its CEO. For information on how to...

Bank Deregulation & Trump vs. Apple | May 15, 2025 – Morning Market Briefing

15 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss deregulation for banks, Apple increasing production in the United States, and various earnings. For information on how t...

Medicaid Cuts – Fighting Inflated Payments | May 14, 2025 – Morning Market Briefing

14 May 2025

Contributed by Lukas

Andrew discusses Medicaid cuts to control inflated government payments, Saudi Arabia's investment in the U.S., and Microsoft layoffs. For information...

Yesterday's Market Rally & CPI Comes in Low | May 13, 2025 – Morning Market Briefing

13 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market rally, this morning's CPI data, and NFIB Small Business Optimism.  For information on how to join th...

China Trade Deal – 90 Day Reduction in Tariffs | May 12, 2025 – Morning Market Briefing

12 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the China tariff deal, prescription drug price reduction, and Apple's 2027 product list. For information on how to join ...

Trade Deal Updates & Tax Hikes | May 9, 2025 – Morning Market Briefing

09 May 2025

Contributed by Lukas

Ben, Tom, and Pedro discuss trade updates with the UK and China, potential tax changes for high-earners/carried interest, and semiconductor earnings.F...

Fed Meeting Recap | May 8, 2025 – Morning Market Briefing

08 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's Fed meeting, a UK/U.S. trade deal, and a big announcement from the administration coming Monday.For informati...

Fed Meeting Preview & Trade Deals on the Horizon | May 7, 2025 – Morning Market Briefing

07 May 2025

Contributed by Lukas

Andrew and Ben discuss today's Fed meeting, potential trade deals with the UK & China, and earnings updates.For information on how to join the Zoo...

ISM Services PMI & A Surprising Election Outcome in Germany | May 6, 2025 – Morning Market Briefing

06 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the ISM Services PMI, the German chancellor election, and earnings updates.For information on how to join the Zoom calls ...

Buffett to Step Down as CEO of Berkshire Hathaway | May 5, 2025 – Morning Market Briefing

05 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Buffett's retirement, Trump's interview on Meet the Press, and currency volatility.For information on how to join the Zoo...

Jobs Come in Hot & Amazon Earnings | May 2, 2025 – Morning Market Briefing

02 May 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's ISM manufacturing release, this morning's jobs data, and AAPL/AMZN earnings.  For information on how to joi...

Progress on Trade Deals & Tesla Considered Replacing Musk as CEO | May 1, 2025 – Morning Market Briefing

01 May 2025

Contributed by Lukas

Ben and Tom discuss Trump trade deals and business updates.For information on how to join the Zoom calls live each morning at 8:30 EST, visit:https://...

GDP Declines & Treasury Refunding Plan | April 30, 2025 – Morning Market Briefing

30 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's speech yesterday, the Treasury refunding plan, and this morning's GDP data. For information on how to join the Z...

Canada Election Results & European Power Outage | April 29, 2025 – Morning Market Briefing

29 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Canada's narrow election, Europe's power outage, and various earnings. For information on how to join the Zoom calls liv...

Trump's Muni Bond Portfolio Review | April 28, 2025 – Morning Market Briefing

28 Apr 2025

Contributed by Lukas

Andrew and Tom discuss this morning's article by the WSJ on Trump's muni bond portfolio, Bessent's interview on ABC, and Canada's elections. For info...

Apple to Produce All US-Sold iPhones in India | April 25, 2025 – Morning Market Briefing

25 Apr 2025

Contributed by Lukas

Andrew, Pedro, and Tom discuss GOOGL earnings, Apple shifting US-sold iPhone production to India, and Witkoff in Ukraine. For information on how to j...

Bessent Speaks at Institute of International Finance | April 24, 2025 – Morning Market Briefing

24 Apr 2025

Contributed by Lukas

Andrew and Tom discuss Bessent's speech at the Institute of International Finance, China fighting protestors, and various earnings updates. For infor...

Elon to Cut Back on DOGE Time | April 23, 2025 – Morning Market Briefing

23 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss progress in tariffs and Tesla earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, vis...

Nomura Makes Largest Acquisition Since Lehman | April 22, 2025 – Morning Market Briefing

22 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pill...

Muni Market Turbulence & Medicaid Budget Cuts | April 21, 2025 – Morning Market Briefing

21 Apr 2025

Contributed by Lukas

Ben and Tom discuss the death of Pope Francis, muni market turbulence, and Medicaid budget cuts. For information on how to join the Zoom calls live e...

Jay Powell Remains Hawkish | April 17, 2025 – Morning Market Briefing

17 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Powell's speech, the ECB rate cut, and various earnings. For information on how to join the Zoom calls live each morning...

Hong Kong Halts Shipments Bound for US | April 16, 2025 – Morning Market Briefing

16 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Bessent's interview on Yahoo Finance, China's retaliation, and various earnings. For information on how to join the Zoom...

BofA Fund Manager Survey: Global Growth Expectations Hits Record Low | April 15, 2025 – Morning Market Briefing

15 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey. For information on how to join t...

U. of Michigan Consumer Sentiment: Delusion vs. Reality | April 14, 2025 – Morning Market Briefing

14 Apr 2025

Contributed by Lukas

Ben and Tom discuss the University of Michigan's Sentiment report, Medicaid budget cuts, and Goldman Sachs earnings.Apologies in advance for the minor...

PPI Declines & China Retaliates with Tariffs of 125% | April 11, 2025 – Morning Market Briefing

11 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's PPI data, China's retaliation, and various earnings. For information on how to join the Zoom calls live e...

Market Jumps 10% After Trump Authorizes 90 Day Pause | April 10, 2025 – Morning Market Briefing

10 Apr 2025

Contributed by Lukas

Ben and Tom discuss yesterday's market reaction to the 90-day pause and this morning's CPI data. For information on how to join the Zoom calls live e...

Tariffs Kick In & China Fights Back | April 9, 2025 – Morning Market Briefing

09 Apr 2025

Contributed by Lukas

Ben and Tom discuss tariffs kicking in and China's retaliation. For information on how to join the Zoom calls live each morning at 8:30 EST, visit:ht...

Market Volatility & NFIB Small Business Optimism | April 8, 2025 – Morning Market Briefing

08 Apr 2025

Contributed by Lukas

Ben and Tom discuss yesterday's market volatility and this morning's NFIB small business optimism report. For information on how to join the Zoom cal...

Foreign Markets Crumble Overnight | April 7, 2025 – Morning Market Briefing

07 Apr 2025

Contributed by Lukas

Ben discusses the beginning of foreign trade negotiations and the overnight market turmoil. For information on how to join the Zoom calls live each m...

Jobs Report & Yesterday's Sell-Off | April 4, 2025 – Morning Market Briefing

04 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's sell-off and this morning's jobs report. Please join our Macro event today at noon via the Zoom link below. ...

The Implications of Reciprocal Tariffs | April 3, 2025 – Morning Market Briefing

03 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the reciprocal tariffs released yesterday by Trump. For information on how to join the Zoom calls live each morning at 8...

Liberation Day Preview | April 2, 2025 – Morning Market Briefing

02 Apr 2025

Contributed by Lukas

Ben and Tom discuss Liberation Day, Walmart pushing China on tariffs, and the battle for the Apple Card. For information on how to join the Zoom call...

Kid Rock in the Oval Office & Dallas Fed Survey | April 1, 2025 – Morning Market Briefing

01 Apr 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's Executive Order on ticket scalping and the Dallas Fed Survey. For information on how to join the Zoom calls live...

Rocket to Buy Mortgage Servicer Mr. Cooper | March 31, 2025 – Morning Market Briefing

31 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump's latest comments on tariffs, Goldman's economic forecast, and Rocket buying Mr. Cooper. For information on how to...

Mark Carney Calls for Trade Renegotiation with US | March 28, 2025 – Morning Market Briefing

28 Mar 2025

Contributed by Lukas

Andrew and Pedro discuss Mark Carney's call to renegotiate trade agreements with the US, the EU's plans for retaliatory tariffs on US big tech, and th...

25% Tariffs on Vehicles Manufactured Outside the US | March 27, 2025 – Morning Market Briefing

27 Mar 2025

Contributed by Lukas

Andrew and Ben discuss the tariffs on cars and light trucks manufactured outside the US, WSJ hits the insurers on Medicaid fraud, and yesterday's mark...

Copper Tariffs & Private Equity Eyeing 401(k)s | March 26, 2025 – Morning Market Briefing

26 Mar 2025

Contributed by Lukas

Andrew and Ben discuss the potential copper tariffs, private equity eyeing 401(k)s, and Dollar Tree earnings. For information on how to join the Zoom...

KB Homes Disappoints on Earnings & Meta's New Subscriptions | March 25, 2025 – Morning Market Briefing

25 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss KB Home earnings, Meta's new subscription plans, and yesterday's market rally. For information on how to join the Zoom c...

White House Narrows Scope of April 2nd Liberation Day | March 24, 2025 – Morning Market Briefing

24 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Liberation Day, 23andMe bankruptcy, and the week ahead. For information on how to join the Zoom calls live each morning ...

DOGE Cuts Continue & DoorDash Partners with Klarna | March 21, 2025 – Morning Market Briefing

21 Mar 2025

Contributed by Lukas

Hicks and Tom discuss the recent DOGE cuts, DoorDash partnering with Klarna, and various earnings updates.  For information on how to join the Zoom ...

The Fed & Bank of England Keep Rates Unchanged | March 20, 2025 – Morning Market Briefing

20 Mar 2025

Contributed by Lukas

Andrew and Tom discuss yesterday's Fed meeting, Swizz National Bank cutting rates, and Bank of England keeping rates unchanged.  For information on ...

Risk Control Summit Recap & Yesterday's 20-Year Auction | March 19, 2025 – Morning Market Briefing

19 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the Risk Control Summit and yesterday's 20-year bond auction. For information on how to join the Zoom calls live each mo...

"Y'all Street" – Nasdaq Planning Second US Headquarters in Dallas | March 18, 2025 – Morning Market Briefing

18 Mar 2025

Contributed by Lukas

Andrew and Tom discuss the ZEW indicator of Economic Sentiment, Nasdaq planning a second US headquarters in Dallas, and fed meeting preview. For info...

Soft Retail Sales & Forever 21 Goes Bankrupt | March 17, 2025 – Morning Market Briefing

17 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss February retail sales data, Forever 21 bankruptcy, and Trump's message to the Houthis. For information on how to join th...

Shutdown Avoided & Soft 30-Year Bond Auction | March 14, 2025 – Morning Market Briefing

14 Mar 2025

Contributed by Lukas

Ben and Tom discuss Schumer's vote to keep the government open, the Senate hearing for Dr. Oz, and the week ahead. For information on how to join the...

PPI is Down Despite Tariffs | March 13, 2025 – Morning Market Briefing

13 Mar 2025

Contributed by Lukas

Ben and Tom discuss this morning's PPI number, Adobe earnings, and the looming government shutdown. For information on how to join the Zoom calls liv...

CPI Cooler Than Expected & Mortgage Applications Up Again | March 12, 2025 – Morning Market Briefing

12 Mar 2025

Contributed by Lukas

Ben and Tom discuss this morning's economic data, foreign holdings of US stocks, and an update on Greenland. For information on how to join the Zoom ...

What Happened Yesterday? Why We See Opportunity, Not Panic | March 11, 2025 – Morning Market Briefing

11 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market, NFIB Small Business Optimism, and various earnings. For information on how to join the Zoom calls li...

Mark Carney is Canada's Next Prime Minister | March 10, 2025 – Morning Market Briefing

10 Mar 2025

Contributed by Lukas

Ben and Tom discuss Mark Carney as the next PM of Canada, ServiceNow buying AI Agent Moveworks, and an update on TikTok. For information on how to jo...

Ukraine Negotiations Begin on Monday & Broadcom Earnings | March 7, 2025 – Morning Market Briefing

07 Mar 2025

Contributed by Lukas

Andrew, Ben, and Pedro discuss Ukraine negotiations, Bessent at the Economic Club of New York, FAST numbers, and various earnings. For information on...

ECB Cuts Rates & Beige Book Shows Economic Activity Up Slightly | March 6, 2025 – Morning Market Briefing

06 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book. For information on how to join the Zoo...

Germany's Massive Fiscal Stimulus & Trump Addresses Joint Session of Congress | March 5, 2025 – Morning Market Briefing

05 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss ADP employment data, Germany's fiscal stimulus, and Trump's address to Congress. For information on how to join the Zoom...

Taiwan Semiconductor to Invest $100b in US | March 4, 2025 – Morning Market Briefing

04 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Target earnings, Taiwan Semiconductor investing $100b in the US, and an update on tariffs. For information on how to joi...

Zelensky in The Oval Office & China Stimulus | March 3, 2025 – Morning Market Briefing

03 Mar 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Zelensky in The Oval Office, China's stimulus plan, and tariffs going into effect tomorrow. For information on how to jo...

Trump Talks Tariffs with Keir Starmer | February 28, 2025 – Morning Market Briefing

28 Feb 2025

Contributed by Lukas

Andrew and Tom talk Trump's meeting with Keir Starmer, yesterday's sell-off, and the week ahead. For information on how to join the Zoom calls live e...

Mr. Beast is Raising Capital & Nvidia Beats Earnings | February 27, 2025 – Morning Market Briefing

27 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss GDP revision, Mr. Beast raising capital, Nvidia earnings, and an update on tariffs. For information on how to join the Z...

Ukraine Mineral Rights Deal & The Gold Card | February 26, 2025 – Morning Market Briefing

26 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the Ukraine mineral rights deal, The Gold Card, and a preview of Nvidia earnings. For information on how to join the Zoo...

Crypto Crumbles & Bonds Rip | February 25, 2025 – Morning Market Briefing

25 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss current market sentiment and various earnings. For information on how to join the Zoom calls live each morning at 8:30 E...

Buffett's Annual Letter & Microsoft Canceling Data Center Leases | February 24, 2025 – Morning Market Briefing

24 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Warren Buddett's annual letter, Microsoft canceling data center leases, and Trump at CPAC. For information on how to joi...

DOJ Investigates Medicare Billing Practices at UNH | February 21, 2025 – Morning Market Briefing

21 Feb 2025

Contributed by Lukas

Andrew, Ben, Pedro, and Tom discuss the USA vs Canada hockey game, Musk at CPAC, and the DOJ investigating UNH. For information on how to join the Zo...

Slashing the Defense Budget by 8% Annually | February 20, 2025 – Morning Market Briefing

20 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's Fed minutes, defense budget cuts, and the new iPhone 16e. For information on how to join the Zoom calls live...

Canadian Pacific's Strong Start to the Year & Today's Apple Event | February 19, 2025 – Morning Market Briefing

19 Feb 2025

Contributed by Lukas

Ben and Tom discuss Canadian Pacific's presentation at the Citi Global Conference, today's Apple Event, and Bill Ackman working with Howard Hughes. F...

Housing Market Update & Russia/Ukraine Peace Talks | February 18, 2025 – Morning Market Briefing

18 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom give an update on the housing market, the US pushing INTC into a deal, and Russia/Ukraine peace talks. For information on how to...

Retail Sales Drops & More Tariffs | February 14, 2025 – Morning Market Briefing

14 Feb 2025

Contributed by Lukas

Tom and Pedro discuss Trump's "fair and reciprocal plan” to address the US trade deficit, Vance on Russia/Ukraine, Retail Sales data, and the week a...

Budget Proposals & PPI Comes in Hot | February 13, 2025 – Morning Market Briefing

13 Feb 2025

Contributed by Lukas

Tom discusses this morning's PPI numbers and Jay Powell at Congress. For information on how to join the Zoom calls live each morning at 8:30 EST, vis...

CPI Comes in Hot & Powell Gives No Sign of Rate Cuts | February 12, 2025 – Morning Market Briefing

12 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Powell's comments yesterday to Congress and this morning's CPI data. For information on how to join the Zoom calls live ...

Small Business Optimism & Jay Powell Testifies in the Senate | February 11, 2025 – Morning Market Briefing

11 Feb 2025

Contributed by Lukas

Ben and Tom discuss the NFIB Small Business Optimism report, Jay Powell testifying in the Senate, and the Israel-Hamas Truce ending on Saturday. For ...

Tariffs on Imports of Steel and Aluminum | February 10, 2025 – Morning Market Briefing

10 Feb 2025

Contributed by Lukas

Andrew and Tom discuss the tariffs on steel and aluminum, the Nippon steal deal, and the week ahead. For information on how to join the Zoom calls li...

Jobs Day in America | February 7, 2025 – Morning Market Briefing

07 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's jobs numbers and last nights Macro event. For information on how to join the Zoom calls live each morning...

X Debt Sees Stronger Demand Than Anticipated | February 6, 2025 – Morning Market Briefing

06 Feb 2025

Contributed by Lukas

Andrew and Tom discuss banks selling X debt and Skyworks dropping after earnings. For information on how to join the Zoom calls live each morning at ...

Trump Proposes the US Takes Over Gaza | February 5, 2025 – Morning Market Briefing

05 Feb 2025

Contributed by Lukas

Andrew and Ben discuss Trump's proposal to take over Gaza and tech earnings.  For information on how to join the Zoom calls live each morning at 8:3...

America's Sovereign Wealth Fund & ISM Manufacting Booms | February 4, 2025 – Morning Market Briefing

04 Feb 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the latest on tariffs, the new sovereign wealth fund, and ISM manufacturing data. For information on how to join the Zoo...

Canada, Mexico, and China React to New Tariffs | February 3, 2025 – Morning Market Briefing

03 Feb 2025

Contributed by Lukas

Ben and Tom continue to dissect the new tariffs imposed on Friday. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Tariffs To Be Imposed on Canada & Mexico | January 31, 2025 – Morning Market Briefing

31 Jan 2025

Contributed by Lukas

Andrew, Ben, Tom, and Pedro discuss gold's record high, Trump's new tariffs, and various earnings. For information on how to join the Zoom calls live...

GDP Comes in Cold & Fed Maintains Rates | January 30, 2025 – Morning Market Briefing

30 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's GDP numbers, yesterday's Fed meeting, and various earnings. For information on how to join the Zoom calls...

Beyond the Portfolio: How AI is Redefining Law & Order with The Good Judge-ment Podcast

29 Jan 2025

Contributed by Lukas

In this episode of Beyond the Portfolio, Ben and Tom sit down with Wade Padgett and Tain Kell, the hosts of The Good Judge-ment Podcast. Topics includ...

Alibaba's New AI & Apple Partners with Starlink | January 29, 2025 – Morning Market Briefing

29 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom preview today's Fed meeting, Alibaba's new AI, Apple partnering with Starlink, and various earnings. For information on how to j...

Yesterday's Market Fallout | January 28, 2025 – Morning Market Briefing

28 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market reaction to DeepSeek, the potential buyers of TikTok, and various earnings. For information on how to...

DeepSeek Crashes the Market & Columbia's Tariffs | January 27, 2025 – Morning Market Briefing

27 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the rise of DeepSeek and Trump imposing 25% tariffs on Columbia. For information on how to join the Zoom calls live each...

The World Economic Forum & BoJ Hikes Rates | January 24, 2025 – Morning Market Briefing

24 Jan 2025

Contributed by Lukas

Andrew, Ben, and Pedro discuss The World Economic Forum, the Bank of Japan hiking rates, and various earnings. For information on how to join the Zoo...

Saudi Arabia Pledges $600b to The US | January 23, 2025 – Morning Market Briefing

23 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Saudi Arabia's pledge of $600b to the US, NATO Secretary General Mark Rutte asking Europe to “urgently step up its defe...

Stargate Pledges $500b Investment in US AI | January 22, 2025 – Morning Market Briefing

22 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss Stargate, TikTok, and Jamie Dimon's thoughts on tariffs. For information on how to join the Zoom calls live each morning...

Trump Inauguration Takeaways | January 21, 2025 – Morning Market Briefing

21 Jan 2025

Contributed by Lukas

Ben and Tom discuss the Trump inauguration and the Bank of America Fund Manager Survey. For information on how to join the Zoom calls live each morni...

Bessent Confirmation Recap | January 17, 2025 – Morning Market Briefing

17 Jan 2025

Contributed by Lukas

Ben recaps the confirmation of Scott Bessent for Treasury Secretary, JB Hunt earnings, and the week ahead. For information on how to join the Zoom ca...

Yesterday's Market Rally & Beige Book Update | January 16, 2025 – Morning Market Briefing

16 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss why we are in the early cycle rather than the late cycle, Hamas ceasefire, and Retail Sales numbers. For information on ...

Meta Laying Off 5% of Employees & CPI Rises | January 15, 2025 – Morning Market Briefing

15 Jan 2025

Contributed by Lukas

Andrew and Tom discuss Meta laying off 5% of employees, Eli Lilly's GLP-1 drug sales falling short, and CPI increases. For information on how to join...