The Morning Market Briefing

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...

Small Business Optimism Jumps & PPI Accelerates | January 14, 2025 – Morning Market Briefing

14 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the rise in Small Business Optimism, United Rentals buying H&E Equipment, and this mornings PPI data. For informatio...

Rate Hike Expectations & Biden's Final Week as President | January 13, 2025 – Morning Market Briefing

13 Jan 2025

Contributed by Lukas

Andrew and Tom discuss the potential for rate hikes, Biden's final week as President, and Jamie Dimon on CBS Sunday Morning. For information on how t...

Jobs Numbers Beat & Atlanta Weather Report | January 10, 2025 – Morning Market Briefing

10 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom bring you today’s call despite the treacherous weather. They discuss job numbers, Taiwan Semiconductor’s monthly sales report...

Fed Shows Caution on Future Rate Cuts & Biden Limits Chip Exports | January 9, 2025 – Morning Market Briefing

09 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's Fed Minutes, LA fires, dockworkers reaching a deal, Biden limiting chip exports, and Costco monthly sales. F...

10-Year Rises & Trump Shops Countries | January 8, 2025 – Morning Market Briefing

08 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the rise in the 10-year and Trump's latest press conference. For information on how to join the Zoom calls live each mor...

Nvidia Announces New Chips and Partnerships | January 7, 2025 – Morning Market Briefing

07 Jan 2025

Contributed by Lukas

Ben reviews Nvidia's keynote presentation at the CES conference. For information on how to join the Zoom calls live each morning at 8:30 EST, visitht...

Foxconn's Strong Sales & Political Unrest Abroad | January 6, 2025 – Morning Market Briefing

06 Jan 2025

Contributed by Lukas

Andrew & Ben discuss Foxconn's monthly sales report, Disney's deal to merge their streaming services into Fubo, and international political unrest...

Biden Expected to Block Nippon Steel Deal | January 3, 2025 – Morning Market Briefing

03 Jan 2025

Contributed by Lukas

Andrew, Ben, and Tom discuss the Bank of China prioritizing interest rate adjustments and Joe Biden's expected to block the Nippon Steel deal.  For ...

Dockworkers Set to Strike Again | January 2, 2025 – Morning Market Briefing

02 Jan 2025

Contributed by Lukas

Andrew and Ben discuss the upcoming dockworker negotiations and yesterday's terrorist attacks. For information on how to join the Zoom calls live eac...

2024 Review & College Football Preview | December 31, 2024 – Morning Market Briefing

31 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom review 2024 and give a college football preview. For information on how to join the Zoom calls live each morning at 8:30 EST, vi...

We're Back. Jimmy Carter's Passing & The H1-B Debate | December 30, 2024 – Morning Market Briefing

30 Dec 2024

Contributed by Lukas

We're back with our regularly scheduled programming. Andrew, Ben, and Tom discuss Jimmy Carter's passing and recap the H1-B debate. For information o...

Is a Government Shutdown for Christmas Inevitable? | December 20, 2024 – Morning Market Briefing

20 Dec 2024

Contributed by Lukas

Merry Christmas from The Morning Market Briefing boys. There will be no call next week, but we will return on December 30th. Andrew, Ben, Pedro, and ...

Fed Cuts Rates & Government Shutdown Looms | December 19, 2024 – Morning Market Briefing

19 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market reaction to the Fed cutting rates, Micron and Lennar earnings, and Congress's 1,600-page Continuing Re...

Nissan-Honda Merger Talks | December 18, 2024 – Morning Market Briefing

18 Dec 2024

Contributed by Lukas

Ben and Tom preview today's Fed meeting and discuss the potential Nissan-Honda merger. For information on how to join the Zoom calls live each mornin...

Turkey Threatens to Invade Syria & Retail Sales | December 17, 2024 – Morning Market Briefing

17 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Turkey threatening to Invade Syria, Biden cutting checks, Retail Sales, and more thoughts on Wednesday's Fed meeting. Fo...

Preview of Wednesday's Fed Meeting | December 16, 2024 – Morning Market Briefing

16 Dec 2024

Contributed by Lukas

Andrew previews this week's Fed meeting. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital...

Restoration Hardware & Broadcom Soar After Earnings | December 13, 2024 – Morning Market Briefing

13 Dec 2024

Contributed by Lukas

Ben, Pedro, and Tom discuss Restoration Hardware and Broadcom earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, ...

PPI Rises & Adobe Drops After Earnings | December 12, 2024 – Morning Market Briefing

12 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump ringing the Opening Bell, PPI rising, yesterday's 10-year auction, and Adobe earnings. For information on how to j...

Beyond the Portfolio: There and Back Again, A Hedge Fund Tale with Mike Messner

11 Dec 2024

Contributed by Lukas

Mike Messner founded Seminole Capital Management, a hedge fund that operated for 23 years. After his time on Wall Street, Mike returned to his alma ma...

US Dollar Continues to Strengthen | December 11, 2024 – Morning Market Briefing

11 Dec 2024

Contributed by Lukas

Ben and Tom discuss the dollar's continuing strength, the state of mergers, and the rumor that Sycamore Partners is buying Walgreens. For information...

NFIB Small Business Optimism Survey's Biggest Jump Since 1980 | December 10, 2024 – Morning Market Briefing

10 Dec 2024

Contributed by Lukas

Ben and Tom discuss the NFIB Small Business Optimism Survey's biggest jump since 1980, Mondelez looks to acquire Hershey, and the UNH CEO's alleged mu...

Trump on Meet the Press & Syria Coup | December 9, 2024 – Morning Market Briefing

09 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Trump on Meet the Press, Syria's coup, Romanian elections, and the week ahead. For information on how to join the Zoom c...

Jobs Increase & China Bans Shipments on Gallium to U.S. | December 6, 2024 – Morning Market Briefing

06 Dec 2024

Contributed by Lukas

Andrew, Ben, Tom, and Pedro, also known as "The Four Horsemen," discuss Lululemon earnings, jobs numbers, pharma CEOs at Mar-a-Largo, and China's ban ...

UNH CEO Brian Thompson Shot in Manhattan | December 5, 2024 – Morning Market Briefing

05 Dec 2024

Contributed by Lukas

Andrew and Tom discuss yesterday's assassination of Brian Thompson and Jay Powell's speech at the DealBook Summit. For information on how to join the...

South Korea's Political Turmoil | December 4, 2024 – Morning Market Briefing

04 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss South Korea's political drama, AI-fueled tech company earnings, and more consumer data.  For information on how to join...

Powerful ISM Manufacturing Report | December 3, 2024 – Morning Market Briefing

03 Dec 2024

Contributed by Lukas

Ben and Tom discuss AT&T's guidance for 2025, Microchip's new CEO, and a very strong ISM Manufacturing report. For information on how to join the...

France's Budget Negotiations | December 2, 2024 – Morning Market Briefing

02 Dec 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss France's budget negotiations, China PMI, and the week ahead. For information on how to join the Zoom calls live each mor...

Consumer Confidence & Tariff Freak-Outs | November 27, 2024 – Morning Market Briefing

27 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss consumer confidence, PC earnings, tariff freak-outs, and the Hezbollah/Israel cease-fire. Happy Thanksgiving. There will ...

Tariff Talk & Qualcomm's Lost Interest in Intel | November 26, 2024 – Morning Market Briefing

26 Nov 2024

Contributed by Lukas

Ben and Tom discuss Trump's proposed tariffs, Qualcomm's loss of interest in buying Intel, and various earnings. For information on how to join the Z...

3-3-3 Plan & Trump's Treasury Secretary Pick | November 25, 2024 – Morning Market Briefing

25 Nov 2024

Contributed by Lukas

Ben and Tom discuss Trump's 3-3-3 plan, his new Treasury Secretary pick, and the week ahead. For information on how to join the Zoom calls live each ...

Euro Continues to Weaken & Gaetz Resignation | November 22, 2024 – Morning Market Briefing

22 Nov 2024

Contributed by Lukas

Apologies for the delay in uploading. If you're ever upset about the podcast's posting delay, feel free to call the office and bark at whoever picks u...

Russia Launches ICBM & Nvidia Earnings | November 21, 2024 – Morning Market Briefing

21 Nov 2024

Contributed by Lukas

Clark, Hicks, and Pedro discuss Russia's ICBM strike on Ukraine, Nvidia earnings, and the DOJ's war against Google. For information on how to join th...

More Trump Cabinet Picks & Target Earnings | November 20, 2024 – Morning Market Briefing

20 Nov 2024

Contributed by Lukas

Clark, Hicks, and Pedro discuss Target earnings, Trump's recent Cabinet picks, and a preview of Nvidia earnings. For information on how to join the Z...

Russia/Ukraine Update & Blackstone Acquires Jersey Mike's | November 19, 2024 – Morning Market Briefing

19 Nov 2024

Contributed by Lukas

Ben and Tom discuss Ukraine using Western-supplied missiles, Blackstone's acquisition of Jersey Mike's, and Walmart's earnings. For information on ho...

More Cabinet Appointments & Spirit Airlines Bankruptcy | November 18, 2024 – Morning Market Briefing

18 Nov 2024

Contributed by Lukas

Ben and Tom discuss last Friday's market sell-off, Trump's latest cabinet appointments, Spirit Airlines filing for bankruptcy, and the week ahead. Fo...

October Retail Sales & Powell's First Speech Since Rate Cut | November 15, 2024 – Morning Market Briefing

15 Nov 2024

Contributed by Lukas

Ben, Hannah, Pedro, and Tom discuss October Retail Sales and Powell's comments yesterday at the Federal Reserve Bank of Dallas. For information on ho...

Fixed Income Leaders Summit & PPI | November 14, 2024 – Morning Market Briefing

14 Nov 2024

Contributed by Lukas

Ben and Tom discuss their time at the Fixed Income Leaders Summit, this morning's PPI data, and various earnings. For information on how to join the ...

The Department of Government Efficiency | November 13, 2024 – Morning Market Briefing

13 Nov 2024

Contributed by Lukas

Andrew and Ben discuss the Department of Government Efficiency, Apple's new wall-mounted tablet, and various earnings. For information on how to join...

NFIB Small Business Report & Home Depot Earnings | November 12, 2024 – Morning Market Briefing

12 Nov 2024

Contributed by Lukas

Andrew and Pedro discuss the NFIB Small Business Report, Home Depot earnings, and Trump's appointment of Marco Rubio as Secretary of State.  For inf...

Bitcoin & Oil Deregulation | November 11, 2024 – Morning Market Briefing

11 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Bitcoin's all-time high, the US oil industry awaiting deregulation, and the week ahead. For information on how to join t...

Fed Cut Rates & Redfin Earnings | November 8, 2024 – Morning Market Briefing

08 Nov 2024

Contributed by Lukas

Ben, Pedro, and Tom discuss yesterday's Fed meeting and Redfin earnings. For information on how to join the Zoom calls live each morning at 8:30 EST,...

Yesterday's Market & BOE Cuts Rates | November 7, 2024 – Morning Market Briefing

07 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom review yesterday's market, Germany's political turmoil, and the BOE cuts rates. For information on how to join the Zoom calls li...

Donald J. Trump Elected 47th President of The United States | November 6, 2024 – Morning Market Briefing

06 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom review last night's presidential election. For information on how to join the Zoom calls live each morning at 8:30 EST, visithtt...

Who Will Win? Narwhal's Election Day Preview | November 5, 2024 – Morning Market Briefing

05 Nov 2024

Contributed by Lukas

Andrew, Ben, and Tom make predictions about how the election will end. Please follow our live election blog on our website. Also, don't forget to vote...

RIP TGI Friday's & Pre-Election Day Update | November 4, 2024 – Morning Market Briefing

04 Nov 2024

Contributed by Lukas

Andrew and Tom give a pre-election update and our schedule for the week. They also discuss TGI Friday's closing business, Berkshire Hathaway's cash at...

Yesterday's Sell-Off & Apple Earnings | November 1, 2024 – Morning Market Briefing

01 Nov 2024

Contributed by Lukas

Ben, Pedro, and Tom discuss yesterday's market sell-off, Comcast's potential split, and various earnings. For information on how to join the Zoom cal...

PCE Inflation & UK Budget | October 31, 2024 – Morning Market Briefing

31 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss PCE inflation, the UK's new budget, and various earnings.  For information on how to join the Zoom calls live each morn...

Weak Jobs Numbers Ahead of Election | October 30, 2024 – Morning Market Briefing

30 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's jobs numbers, GDP, and various earnings.  For information on how to join the Zoom calls live each mornin...

10-Year Back Above 4.30% | October 29, 2024 – Morning Market Briefing

29 Oct 2024

Contributed by Lukas

Ben and Tom review the 10-year going above 4.30%, China considering $1.4T in fiscal stimulus, and various earnings. For information on how to join th...

Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing

28 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss France's negative credit outlook, Indonesia blocking Apple from selling the iPhone 16, and the week ahead. For informati...

Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing

25 Oct 2024

Contributed by Lukas

Andrew, Ben, Pedtro, and Tom discuss the WSJ's article on Elon's conversations with Putin, Graco's restructuring, and the Capri/Tapestry deal falling ...

Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing

24 Oct 2024

Contributed by Lukas

Ben and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday. For informa...

BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing

23 Oct 2024

Contributed by Lukas

Ben and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, and various earnings. For informat...

Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing

22 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss a long list of earnings this morning. For information on how to join the Zoom calls live each morning at 8:30 EST, visit...

Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing

21 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, and the week ahead. For information on ...

China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing

18 Oct 2024

Contributed by Lukas

Andrew, Pedro, and Tom review iPhone sales in China, CVS firing Karen Lynch, and various earnings. For information on how to join the Zoom calls live...

ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing

17 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom review the ECB meeting results, US retail sales, and various earnings. For information on how to join the Zoom calls live each m...

Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing

16 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom review Trump's interview on Bloomberg, Kamala's plan to support black American men, UK inflation, and various earnings. For info...

BoA Fund Manager Survey Shows Cash Levels are Down | October 15, 2024 – Morning Market Briefing

15 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom review the Bank of America Fund Manager Survey, oil dropping this morning, China's new policies, and various earnings.  For inf...

WSJ Economy Survey & Payment-In-Kind Interest Gains Traction | October 14, 2024 – Morning Market Briefing

14 Oct 2024

Contributed by Lukas

Andrew and Tom review the Wall Street Journal's latest survey on the economy's performance under Trump or Harris. They also discuss payment-in-kind in...

PPI Rises & Tesla Announces the Cybercab | October 11, 2024 – Morning Market Briefing

11 Oct 2024

Contributed by Lukas

Andrew, Ben, Pedro, and Tom discuss this morning's PPI numbers, Tesla's event, Blackrock earnings, and a preview of next week. Please RSVP for our Mac...