The Morning Market Briefing

Previewing Today's Jobs Revisions & an Update on Non-Competes | August 21, 2024 – Morning Market Briefing

21 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the jobs revisions dropping at 10am, an update on non-competes, and retail earnings. For information on how to join the ...

Kamala's Corporate Tax Rate Hike & Canadian Rail Strike | August 20, 2024 – Morning Market Briefing

20 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Kamala Harris's plan to push for a 28% corporate tax rate, Lowe's earnings, the Canadian Rail strike, and Timiraos justif...

AMD Buying ZT Systems & Imports Surge in July | August 19, 2024 – Morning Market Briefing

19 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss AMD buying server maker ZT Systems, imports surging in July, Fed speakers discussing rate cuts, and the week ahead.  Fo...

Kamala's Economic Agenda & The Week Ahead | August 16, 2024 – Morning Market Briefing

16 Aug 2024

Contributed by Lukas

Ben discusses Kamala's Economic Agenda, Goolsbee's dovish comments, and the week ahead. For information on how to join the Zoom calls live each morni...

Retail Sales Accelerate & Walmart Earnings | August 15, 2024 – Morning Market Briefing

15 Aug 2024

Contributed by Lukas

Andrew and Ben discuss this morning's retail sales numbers and Walmart earnings.For information on how to join the Zoom calls live each morning at 8:3...

CPI Comes in Below Expectations | August 14, 2024 – Morning Market Briefing

14 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom dive into this morning's CPI report, the Wall Street Journal saying Millenials and Gen-Z have a higher net worth than their paren...

Starbucks Snags New CEO from Chipotle | August 13, 2024 – Morning Market Briefing

13 Aug 2024

Contributed by Lukas

Andrew and Tom discuss Starbucks naming Brian Niccol as CEO, PPI, Small Business Optimism, OPEC trimming oil demand, and Trump back on X. For informa...

Tensions Build In The Middle East| August 12, 2024 – Morning Market Briefing

12 Aug 2024

Contributed by Lukas

Andrew and Tom discuss the tensions building in the Middle East, fed rumors, previews of PPI/CPI, and generic drugs containing high levels of Benzene....

Market Rally Continues & All About Tim Walz | August 7, 2024 – Morning Market Briefing

07 Aug 2024

Contributed by Lukas

Producer Note: I am out of town for the rest of the week. There will not be an upload on Thursday or Friday unless I get some downtime. You should joi...

ISM Services Report & Google Loses Antitrust Trial | August 6, 2024 – Morning Market Briefing

06 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the market rebound yesterday, the Fed's next move, Google losing the antitrust trial, and ISM Services.  For informatio...

Market Reacts to Fed's Delay | August 5, 2024 – Morning Market Briefing

05 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom react to the premarket drop and what's causing it.  For information on how to join the Zoom calls live each morning at 8:30 EST...

Job Growth Slows & Unemployment Rises, When Will Rates Drop? | August 2, 2024 – Morning Market Briefing

02 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom react to this morning's jobs report. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://w...

Yesterday's Fed Meeting & BOE Cuts Rates | August 1, 2024 – Morning Market Briefing

01 Aug 2024

Contributed by Lukas

Ben and Tom discuss yesterday's Fed meeting, BOE cutting rates for the first time since 2020, and Trump's proposal to cut income tax on social securit...

Update on Jobs & Tech Earnings Begin | July 31, 2024 – Morning Market Briefing

31 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss jobs updates, BOJ hikes rates, Swizz Exchange halts trading, and tech earnings roll-in.  For information on how to join...

Government Plans to Auction Fewer Bonds | July 30, 2024 – Morning Market Briefing

30 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the government's plan to auction fewer bonds and earnings.  For information on how to join the Zoom calls live each mor...

Fed Week & Supreme Court Reforms Proposed by Biden | July 29, 2024 – Morning Market Briefing

29 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the upcoming Fed meeting, McDonald's earnings, Trump at the BTC Conference, Biden proposing Supreme Court reforms, and Ab...

Core PCE Inflation & Earnings | July 26, 2024 – Morning Market Briefing

26 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss this morning's Core PCE inflation number and various earnings. For information on how to join the Zoom calls live each m...

Markets Slide & Is GDP Really Up? | July 25, 2024 – Morning Market Briefing

25 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market sell-off, this morning's GDP, Amazon beating Warner out for NBA rights, & various earnings. For i...

Bank of Canada Set to Cut Rates | July 24, 2024 – Morning Market Briefing

24 Jul 2024

Contributed by Lukas

Andrew and Tom discuss the Bank of Canada potentially cutting rates and various earnings. For information on how to join the Zoom calls live each mor...

Car Dealers Increase Incentives & Wiz Rejects Google | July 23, 2024 – Morning Market Briefing

23 Jul 2024

Contributed by Lukas

Ben and Tom discuss car dealers increasing incentives, Wiz rejecting Google's offer, and various earnings. Also, where is Biden? For information on h...

Biden's Withdrawal & Ukraine Defaults on its Debt | July 22, 2024 – Morning Market Briefing

22 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Joe Biden's withdrawal from the election, Ukraine defaulting on its debt, and various earnings. For information on how t...

Largest IT Outage in History & Earnings | July 19, 2024 – Morning Market Briefing

19 Jul 2024

Contributed by Lukas

Ben and Andrew discuss the IT outage, what politics mean for the financial system, and more earnings. For information on how to join the Zoom calls l...

Tech Stocks Worst Day of 2024 | July 18, 2024 – Morning Market Briefing

18 Jul 2024

Contributed by Lukas

Ben and Andrew discuss yesterday's tech stock performance, Biden potentially stepping down, Beige Book results, Darden buying Chuey's, and earnings. ...

Biden's Trade War & JBHT, ASML, JNJ, ELV Earnings | July 17, 2024 – Morning Market Briefing

17 Jul 2024

Contributed by Lukas

Ben and Andrew discuss Biden's trade war and earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www....

Powell Signals Rate Cut Incoming & Trump VP Pick | July 16, 2024 – Morning Market Briefing

16 Jul 2024

Contributed by Lukas

Ben & Andrew review June retail sales, Powell's signal for a rate cut, Trump's VP selection, and earnings. For information on how to join the Zoo...

Trump Assassination Attempt | July 15, 2024 – Morning Market Briefing

15 Jul 2024

Contributed by Lukas

Ben discusses the assassination attempt on Trump, Blackrock earnings, Goldman earnings, and Google's potential acquisition of Wiz. For information on...

Why Didn't The Market Rally Yesterday? | July 12, 2024 – Morning Market Briefing

12 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom review yesterday's market activity, PPI, and bank earnings. For information on how to join the Zoom calls live each morning at 8...

UK Economic Growth Accelerates & CPI | July 11, 2024 – Morning Market Briefing

11 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss UK economic growth, the 10-year bond auction, CPI, and Costco raising the annual membership. For information on how to j...

Powell Testimony Suggests a Rate Cut is Getting Closer | July 10, 2024 – Morning Market Briefing

10 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss TSMC earnings, Powell's testimony, and Trump teasing Rubio as a potential VP pick. For information on how to join the Zo...

French Parliament Dominated By New Popular Front | July 8, 2024 – Morning Market Briefing

08 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the UK, France, Iran, and US elections. For information on how to join the Zoom calls live each morning at 8:30 EST, vis...

Landslide Labor Party Win in The UK General Election | July 5, 2024 – Morning Market Briefing

05 Jul 2024

Contributed by Lukas

Ben and Tom discuss the Labor Party's landslide win in the UK general election, France's runoff election on Sunday, Fed Minutes saying a July cut "isn...

Tesla Up 10% After Deliveries & ADP Employment Report | July 3, 2024 – Morning Market Briefing

03 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom review Tesla deliveries, the ADP Employment Report, Jay Powell's progress on inflation, & UK general election. For informati...

ISM Manufacturing & Upflation | July 2, 2024 – Morning Market Briefing

02 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom review yesterday's ISM Manufacturing report, June Preliminary CPIs for Europe, Tesla is set to report Q2 deliveries, and "upflati...

Merger Monday - Boeing to Buy Spirit and Blackrock to Buy Preqin | July 1, 2024 – Morning Market Briefing

01 Jul 2024

Contributed by Lukas

Andrew, Ben, and Tom review the market's performance YTD, the Boing and Blackrock mergers, the first round of voting in France, and Timiraos' latest r...

Biden-Trump Presidential Debate | June 28, 2024 – Morning Market Briefing

28 Jun 2024

Contributed by Lukas

Andrew, Ben, and Tom review Nike earnings, PCE Inflation, and last night's presidential debate. For information on how to join the Zoom calls live ea...

FedEx Earnings & Tightening Credit Spreads | June 26, 2024 – Morning Market Briefing

26 Jun 2024

Contributed by Lukas

Andrew, Ben, and Tom review FedEx's earnings, bond traders betting on cuts by next March, and tightening credit spreads giving some companies a market...

Current View on Markets & Economy | June 25, 2024 – Morning Market Briefing

25 Jun 2024

Contributed by Lukas

Andrew and Ben share an update on their current view of the markets and the economy. For information on how to join the Zoom calls live each morning ...

Beyond the Portfolio: Mendez, Molev and the American Dream

24 Jun 2024

Contributed by Lukas

Juan Mendez and George Molev recently purchased Uni-Tech Paint & Body Shop in Atlanta. The two share their journeys from immigrants to entrepreneu...

Apple AI Collab with Meta & Zepbound for Sleep Apnea | June 24, 2024 – Morning Market Briefing

24 Jun 2024

Contributed by Lukas

We are testing out podcast intros. Please send me an email if you have suggestions or want to submit a theme song. Ben and Tom discuss Apple's potenti...

Nvidia Rebalancing & European PMIs Slow in June | June 21, 2024 – Morning Market Briefing

21 Jun 2024

Contributed by Lukas

Ben and Tom discuss Nvidia share volatility, Adriana Kugler saying rate cuts are likely, European PMIs, and the used car market. For information on h...

Swizz National Bank Makes Surprise Rate Cut | June 20, 2024 – Morning Market Briefing

20 Jun 2024

Contributed by Lukas

Andrew and Tom discuss the surprise rate cut by the Swizz National Bank, Nvidia becoming the largest company in the world, S&P 500 rebalancing, an...

Philip Morris Halts US Online Sales of Zyn | June 18, 2024 – Morning Market Briefing

18 Jun 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Philip Morris halting online sales of Zyn in the US, retail sales, Goldman's rate expectations, Biden granting legal stat...

Apple Supplier TDK Claims Solid-State Battery Breakthrough | June 17, 2024 – Morning Market Briefing

17 Jun 2024

Contributed by Lukas

Ben and Tom discuss Apple supplier TDK's claims of solid-state battery breakthrough, UK/France election status, and Ben's tales from the road.  For ...

France's Political Turmoil & FAA Crackdown on Fake Titanium | June 14, 2024 – Morning Market Briefing

14 Jun 2024

Contributed by Lukas

Tom discusses France's political climate, the FAA probing Boeing and Airbus for fake titanium, and Adobe earnings.  For information on how to join t...

Fed Leaves Rates Unchanged | June 13, 2024 – Morning Market Briefing

13 Jun 2024

Contributed by Lukas

Tom discusses initial jobless claims, PPI, yesterday's Fed meeting, Apple briefly overtaking Microsoft, and Elon Musk's rumored compensation package. ...

Stong 10-Year Bond Auction & CPI | June 12, 2024 – Morning Market Briefing

12 Jun 2024

Contributed by Lukas

Once again we apologize for the audio. Ben did the call on his phone this morning. He reviews Oracle's 4FQ24 earnings, yesterday's strong 10-year bond...

Apple Intelligence & Tomorrow's Fed Meeting | June 11, 2024 – Morning Market Briefing

11 Jun 2024

Contributed by Lukas

Apologies for the audio on this one. I corrected the audio 30 seconds in. Ben and Tom talk Apple Intelligence, the FDA's ruling on donanemab, and tomo...

Recapping Friday's Jobs Report & Europe's Rejection of The Establishment | June 10, 2024 – Morning Market Briefing

10 Jun 2024

Contributed by Lukas

Ben and Tom recap Friday's jobs report, the rejection of the establishment in Europe, Apple's AI strategy, & Nvidia's stock split. For informatio...

Nonfarm Payrolls & Saudi Aramco $11.2B Offering | June 7, 2024 – Morning Market Briefing

07 Jun 2024

Contributed by Lukas

Andrew and Tom react to this morning's nonfarm payroll data, GameStop volatility, and Saudi Aramco announcing a $11.2B offering. For information on h...

Nvidia Hits $3T Market Cap & ECB Cuts Rates | June 6, 2024 – Morning Market Briefing

06 Jun 2024

Contributed by Lukas

Andrew and Tom discuss the 80th Anniversary of D-Day, Nvidia hitting $3T market cap, ISM services, the ECB rate cut, and the FDA's rejection of MDMA. ...

Texas Stock Exchange & Jobs Data | June 5, 2024 – Morning Market Briefing

05 Jun 2024

Contributed by Lukas

Andrew and Ben discuss the Biden administration's immigration policy, Texas Stock Exchange, Musk's Nvidia order, and today's jobs data. For informati...

Mexico Election & ISM Manufacturing Slowdown | June 4, 2024 – Morning Market Briefing

04 Jun 2024

Contributed by Lukas

Ben and Tom discuss the Mexico election, ISM manufacturing slowdown, and if the Fed will wake up.For information on how to join the Zoom calls live ea...

OPEC+ Agrees to Extend Oil Production Cuts | June 3, 2024 – Morning Market Briefing

03 Jun 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the upcoming ECB rate cut, OPEC+ agrees to extend oil production cuts, Roaring Kitty has a bunch of GME, and the week ahe...

PCE Data & Market Implications of Trump Conviction | May 31, 2024 – Morning Market Briefing

31 May 2024

Contributed by Lukas

Andrew and Ben discuss PCE numbers, BofA CEO Brian Moynihan's comments on the economy, retail and tech earnings, Mexico elections, and the market impl...

Slow Software Sales & Heightened Retail Price Sensitivity | May 30, 2024 – Morning Market Briefing

30 May 2024

Contributed by Lukas

Ben and Tom discuss software and retail earnings.For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhal...

Higher Than Anticipated Consumer Confidence & a Slow Housing Market | May 29, 2024 – Morning Market Briefing

29 May 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's consumer confidence data, retail earnings, and the slow housing market. For information on how to join the Z...

Airstrike on Hamas & Sunak Doubles Down on Conservative Promises | May 28, 2024 – Morning Market Briefing

28 May 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Netanyahu calling the Rafah airstrike a mistake, Sunak's promise to reinstitute National Service requirements, and Apple'...

PMI Comes in Better Than Expected | May 24, 2024 – Morning Market Briefing

24 May 2024

Contributed by Lukas

Ben and Tom discuss PMI coming in better than expected, the NCAA allowing colleges to pay college athletes, and various earnings. For information on ...

Nvidia Crushes Earnings Once Again| May 23, 2024 – Morning Market Briefing

23 May 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Nvidia crushing earnings, Dupont splitting into three companies, Fed Minutes, Rushi Sunak's calls for surprise snap elect...

UK Inflation Falls & US Seeing a Slowdown in Big-Ticket Purchases | May 22, 2024 – Morning Market Briefing

22 May 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss UK inflation falling, the US seeing a slowdown in big-ticket purchases, LULU losing it's Chief Product Officer and variou...

Recapping JPM Investor Day | May 21, 2024 – Morning Market Briefing

21 May 2024

Contributed by Lukas

Ben and Tom discuss JPM Investor Day, Microsoft's Copilot PCs, ICC prosecuting Netanyahu for war crimes, and FDIC Chairman Martin Gruenberg to step do...

Copper Short Squeeze & Iran's President Dies in Helicopter Crash | May 20, 2024 – Morning Market Briefing

20 May 2024

Contributed by Lukas

Ben and Tom discuss the copper short squeeze, Iranian president Ebrahim Raisi's death, and Basel Endgame. For information on how to join the Zoom cal...

Mixed China Data & Canadian Teamsters Strike Pushed Off | May 17, 2024 – Morning Market Briefing

17 May 2024

Contributed by Lukas

Today on The Morning Market Briefing, Ben and Tom discuss mixed retail sales and industrial production data out of China, Canadian Teamsters strike pu...

CPI Leak & Shein Pursuing London Listing | May 16, 2024 – Morning Market Briefing

16 May 2024

Contributed by Lukas

Today on The Morning Market Briefing, Ben and Tom discuss yesterday's inflation data leaking 30 minutes early, Shein is pursuing a London listing, 13-...

Inflation Day, CPI Estimates, & Tom's Tales from the Windy City | May 15, 2024 – Morning Market Briefing

15 May 2024

Contributed by Lukas

On today's episode of The Morning Market Briefing, Andrew, Ben, and Tom discuss this morning's inflation data, CPI estimates, retail sales, and Tom's ...

HD Earnings, Small Business Optimism, & Walmart Cuts Jobs | May 14, 2024 – Morning Market Briefing

14 May 2024

Contributed by Lukas

On today's episode of the Morning Market Briefing, Andrew and Ben discuss HD earnings, small business optimism, Walmart cutting jobs and making remote...

Apple's AI Strategy & Georgia Data Centers | May 13, 2024 – Morning Market Briefing

13 May 2024

Contributed by Lukas

On today's episode of the Morning Market Briefing, Andrew reviews Apple's AI strategy, Georgia becoming the second largest data center hub, Berkshire ...

Apple Cancels iPad Ad & UK Exits Recession | May 10, 2024 – Morning Market Briefing

10 May 2024

Contributed by Lukas

Andrew & Tom discuss Apple canceling their iPad ad, the UK exiting their recession, TSMC's monthly sales surge, and Biden's tariffs. For informat...

Biden's CNN Interview & England Keeps Rates Unchanged| May 9, 2024 – Morning Market Briefing

09 May 2024

Contributed by Lukas

Andrew, Ben, & Tom discuss Biden's recent CNN interview, the Bank of England keeping rates unchanged, & MLR earnings. For information on how ...

Earnings Season Awards Show | May 8, 2024 – Morning Market Briefing

08 May 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the biggest winners and losers this earnings season. For information on how to join the Zoom calls live each morning at ...

Hamas Agrees to Egypt/Quatar Cease-Fire & DIS Earnings | May 7, 2024 – Morning Market Briefing

07 May 2024

Contributed by Lukas

Ben and Tom discuss Hamas agreeing to the Egypt/Quatar cease-fire and Disney's earnings. For information on how to join the Zoom calls live each morn...

Berkshire Hathaway Annual Meeting & Howard Schultz on SBUX | May 6, 2024 – Morning Market Briefing

07 May 2024

Contributed by Lukas

Apologies for the delay. We busy grinding. Andrew, Ben, and Tom review the Berkshire Hathaway annual meeting and Howard Schultz's words of advice for ...

AAPL Earnings & Jobs Day in America | May 3, 2024 – Morning Market Briefing

03 May 2024

Contributed by Lukas

Andrew, Ben, & Tom discuss AAPL earnings and jobs numbers. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttp...

Fed is on Hold & ISM Manufacturing | May 2, 2024 – Morning Market Briefing

02 May 2024

Contributed by Lukas

Ben and Tom discuss yesterday's ISM manufacturing numbers, the Fed's decision to hold rates, the Canadian rail strike, and big earnings blow-ups. For...

April Economic Data Isn't Great & the Fed Plays Bad Cop | May 1, 2024 – Morning Market Briefing

01 May 2024

Contributed by Lukas

Andrew, Ben, & Tom discuss April's poor economic data, the Fed signaling to maintain higher rates, Tesla killing the supercharger network team, an...

Apple's AI Efforts & Strong Chip Earnings| April 30, 2024 – Morning Market Briefing

30 Apr 2024

Contributed by Lukas

Ben & Tom discuss the Japanese government's Yen solution, Germany emerging from recession, Apple's AI efforts, and strong chip earnings. For info...

Nick Timiraos Suggests the Neutral Rate May Be Higher & the Yen Has a Wild Trading Day | April 29, 2024 – Morning Market Briefing

29 Apr 2024

Contributed by Lukas

Apologies for the delay, we been grindin over here. Andrew, Ben, and Tom discuss Nick Timiraos' comments on the neutral potentially being higher and t...

PCE Inflation & NFL Draft | April 26, 2024 – Morning Market Briefing

26 Apr 2024

Contributed by Lukas

Andrew, Ben, & Tom review PCE inflation and the NFL Draft. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttp...

GDP Declines & META, CMG, CAT Report Earnings | April 25, 2024 – Morning Market Briefing

25 Apr 2024

Contributed by Lukas

Andrew and Ben cover earnings and react to this morning's GDP number. For information on how to join the Zoom calls live each morning at 8:30 EST, vi...

Appaloosa Sues Credit Suisse & the Earnings Keep Coming | April 24, 2024 – Morning Market Briefing

24 Apr 2024

Contributed by Lukas

Appaloosa sues Credit Suisse over AT1 bond wipeout, FTC votes to ban non-compete agreements, and more earnings. For information on how to join the Zo...

Industrials, Consumer Staples, Healthcare, & Energy Earnings | April 23, 2024 – Morning Market Briefing

23 Apr 2024

Contributed by Lukas

The United States sues to prevent the Coach/Michael Kors merger, and multiple earnings are reviewed this morning. For information on how to join the ...

House Approves More Aid to Ukraine & the Week Ahead | April 22, 2024 – Morning Market Briefing

22 Apr 2024

Contributed by Lukas

Ben and Tom discuss the new bill the House approved over the weekend, Georgia attracting immigrants, and the week ahead. For information on how to jo...

Israel's Response to Iran & Meta's Llama 3 | April 19, 2024 – Morning Market Briefing

19 Apr 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Israel's drone strike on Iran, Meta launching Llam 3 AI, more earnings, and the Bitcoin halving. For information on how ...

Weak Transportation Earnings & Pension Funds Dump Stocks | April 18, 2024 – Morning Market Briefing

18 Apr 2024

Contributed by Lukas

Apologies for today's audio; wifi is down at the office. Ben reviews JBHT and KNX earnings, the Fed Beige book, TSM earnings, and pension funds pullin...

Central Banks Pivot the Pivot & Biden's Election Playbook | April 17, 2024 – Morning Market Briefing

17 Apr 2024

Contributed by Lukas

Ben, Tom, and Andrew discuss Jay Powell's recent comments on the 12-month core PCE, Biden's mention of student loan forgiveness, and the Bank of Ameri...

Why The Market Dipped Yesterday | April 16, 2024 – Morning Market Briefing

16 Apr 2024

Contributed by Lukas

Ben and Tom discuss yesterday's dip in the market and BAC, UNH, and JNJ earnings. For information on how to join the Zoom calls live each morning at ...

Iran Attacks Israel and Tesla Layoffs | April 15, 2024 – Morning Market Briefing

15 Apr 2024

Contributed by Lukas

Ben and Tom discuss Iran's attack on Israel, Salesforce eyeing Informatica, Tesla's layoffs, and the week ahead. For information on how to join the Z...

Earnings Season Kicks Off With Banks | April 12, 2024 – Morning Market Briefing

12 Apr 2024

Contributed by Lukas

Ben and Tom review bank earnings and discuss Iran. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.nar...

The Fall-Out of Inflation Data | April 11, 2024 – Morning Market Briefing

11 Apr 2024

Contributed by Lukas

Apologies for the intro; I was muted for the first few seconds. Andrew reviews yesterday's CPI numbers and their effect on the market. For informatio...

CPI Report & What's Going on With Nvidia | April 10, 2024 – Morning Market Briefing

10 Apr 2024

Contributed by Lukas

Ben and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit forecast. For information on how to join the Zoom c...

Conference Breakdown, Tesla Taxis, & NFIB Survey | April 9, 2024 – Morning Market Briefing

09 Apr 2024

Contributed by Lukas

Tom talks about his experience speaking at the FRA Sub-Advised Funds Forum at the Harvard Club of New York City, Elon teases Tesla Taxis on X, and the...

Andrew's Trip to The Capital & Jamie Dimon's Letter | April 8, 2024 – Morning Market Briefing

09 Apr 2024

Contributed by Lukas

Apologies for the late upload. Andrew Hall and Producer Hicks chat about D.C., Jamie Dimon, and the week ahead. For information on how to join the Zo...

Nonfarm Payrolls & More Fed Talk with Tom | April 5, 2024 – Morning Market Briefing

05 Apr 2024

Contributed by Lukas

Nonfarm payrolls, JNJ is buying Shockwave, and Fed talk is heating up. For information on how to join the Zoom calls live each morning at 8:30 EST, v...

Jay Powell Speaks at Stanford & ISM Services | April 4, 2024 – Morning Market Briefing

04 Apr 2024

Contributed by Lukas

Jay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill Dudley's Op-Ed, and ISM Services. For information on how t...

Tesla Deliveries & Taiwan Earthquake| April 3, 2024 – Morning Market Briefing

03 Apr 2024

Contributed by Lukas

Tesla deliveries are below the 450k estimate, Disney has an expensive proxy vote, Taiwan has its strongest earthquake in 25 years, and inflation is lo...

Globally synchronized recovery? | April 2, 2024 – Morning Market Briefing

02 Apr 2024

Contributed by Lukas

A globally synchronized recovery may be a front, missiles strike Iran's embassy in Damascus, and an increase in oil prices. For information on how to...

Jay Powell Responds to Christopher Waller & China PMIs accelerate | April 1, 2024 – Morning Market Briefing

01 Apr 2024

Contributed by Lukas

Jay Powell squashed Christopher Waller's comments on Friday saying that he stilll thinks inflation is coming down, China PMIs accelerate, and Tesla de...

European Doves and American Hawks | March 28, 2024 – Morning Market Briefing

28 Mar 2024

Contributed by Lukas

European doves and American hawks, Restoration Hardware earnings, Amazon's efficiency, and the return of M&A. For information on how to join the ...

Visa-Mastercard Deal, Winrevair Approval, & a Wolf in Sheep's Clothing | March 27, 2024 – Morning Market Briefing

27 Mar 2024

Contributed by Lukas

Visa and MasterCard reach a $30 billion deal with US retailers, Merck receives FDA approval for Winrevair in the US, and why the Artisan Developing Wo...

WeWork, Fed Hawkishness, & Israel Cancels Trip to Washington | March 26, 2024 – Morning Market Briefing

26 Mar 2024

Contributed by Lukas

Adam Neumann offers to buy WeWork, Fed speakers have a hawkish outlook, and Netanyahu is no longer sending two delegates to the US. For information o...