The Morning Market Briefing

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...

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 ...