The Morning Market Briefing

CPI Rises & BoA Shows Consumers Decreasing Spending | October 10, 2024 – Morning Market Briefing

10 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Dominoes, Delta, and Costco earnings. They review this morning's CPI number and the BoA consumer report. For information...

DOJ Tries to Break-Up Google| October 9, 2024 – Morning Market Briefing

09 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss private credit growing in fixed income, the DOJ attempting to break-up Google, and TSMC earnings. For information on how...

Yesterday's Market Sell-Off & Small Business Optimism Continues to Decline| October 8, 2024 – Morning Market Briefing

08 Oct 2024

Contributed by Lukas

Ben and Tom discuss yesterday's market sell-off, various earnings, and an update on the economy. For information on how to join the Zoom calls live e...

Oil Prices Rise & Big Tech is Downgraded | October 7, 2024 – Morning Market Briefing

07 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss a listener question, rising oil prices, and big tech downgrades. For information on how to join the Zoom calls live each...

Jobs Numbers Beat & the Longshoremen Strike is Over | October 4, 2024 – Morning Market Briefing

04 Oct 2024

Contributed by Lukas

Andrew, Ben, Pedro, and Tom talk about this morning's jobs numbers, ISM Services data, the Longshoremen strike, and Spirit Airlines potentially going ...

Tesla Falls on Deliveries & Swizz Inflation Slows | October 3, 2024 – Morning Market Briefing

03 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Tesla earnings, OpenAI funding, Constellation Brands earnings, Swizz inflation slowing, and more info on the port strikes...

Nike's Poor Earnings & Vance vs Walz Debate | October 2, 2024 – Morning Market Briefing

02 Oct 2024

Contributed by Lukas

Andrew and Tom discuss Nike's earnings, analysts cutting Apple's iPhone forecasts, ISM jobs numbers, Vance vs Walz debate, and Iran firing missiles at...

Israel Sends Troops into Lebanon & Longshoremen Strike Begins | October 1, 2024 – Morning Market Briefing

01 Oct 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Israel moving troops into Lebanon, the Longshoreman strike, CVS considering a potential breakup, and Jay Powell's intervi...

China Drops Mortgage Rates & Longshoremen Prepare to Strike | September 30, 2024 – Morning Market Briefing

30 Sep 2024

Contributed by Lukas

For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.com/blog/daily-market-briefingsPlease see...

Costco Earnings & Trump Meeting with Zelensky | September 27, 2024 – Morning Market Briefing

27 Sep 2024

Contributed by Lukas

Ben reviews Costco earnings, Trump's meeting today with Zelensky, and European CPI. For information on how to join the Zoom calls live each morning a...

Revenge of the Semis | September 26, 2024 – Morning Market Briefing

26 Sep 2024

Contributed by Lukas

Ben and Tom discuss Micron earnings, trading in Europe suggesting a soft economy, and the Swiss Central Bank cuts interest rates again. For informati...

DOJ Suing Visa on Debit-Card Payments | September 25, 2024 – Morning Market Briefing

25 Sep 2024

Contributed by Lukas

Ben is back and shares insights from being the boots on the ground in Europe. Joined by Tom, they discuss the DOJ's lawsuit against Visa over debit-ca...

The Importance of a Holistic Financial Advisor | Financial Planning Series

24 Sep 2024

Contributed by Lukas

In the final episode of our podcast series, Melissa and Nate provide a comprehensive look at the role of a holistic financial advisor and why they are...

US Proposes Banning Chinese Software in Vehicles | September 24, 2024 – Morning Market Briefing

24 Sep 2024

Contributed by Lukas

Pedro and Tom discuss Boeing's ongoing negotiations with the union, California accusing Exxon of misleading the public about recycling, and the US pro...

Microsoft & the Three Mile Island Nuclear Generating Station| September 23, 2024 – Morning Market Briefing

23 Sep 2024

Contributed by Lukas

Pedro and Tom discuss Intel being approached by Qualcomm about a takeover, JNJ files chapter 11 for the third time, and Microsoft partnering with Cons...

Nike CEO Steps Down and Veteran Elliot Hill Steps In | September 20, 2024 – Morning Market Briefing

20 Sep 2024

Contributed by Lukas

Pedro and Tom discuss Nike's CEO John Donohoe stepping down, FedEx Q1 results, and Howard Marks's memo. For information on how to join the Zoom calls...

Tom Was Right – Fed Cuts by 50bps | September 19, 2024 – Morning Market Briefing

19 Sep 2024

Contributed by Lukas

Andrew, Pedro, and Tom review yesterday's 50bp rate cut, House Speaker Mike Johnson's proposal to fund the government, X being temporarily restored in...

Fed Day & PMI Sells Inhaler Maker to Molex | September 18, 2024 – Morning Market Briefing

18 Sep 2024

Contributed by Lukas

Andrew, Pedro, & Tom preview Fed Day and discuss PMI selling their inhaler maker Vectura to Molex. For information on how to join the Zoom calls ...

Spending Pressures and Status Anxiety | Financial Planning Series

17 Sep 2024

Contributed by Lukas

In Episode 4 of our financial planning podcast series, Melissa and Nate explore the profound impact of status anxiety on our spending habits. This epi...

Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing

17 Sep 2024

Contributed by Lukas

Andrew, Pedro, & Tom preview the Fed meeting, Amazon ordering staff back in the office, Intel's collaboration with AWS, and Bill Ackman's beef wit...

Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing

16 Sep 2024

Contributed by Lukas

Pedro and Tom preview the FOMC meeting and discuss the second Trump assassination attempt. For information on how to join the Zoom calls live each mo...

Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing

13 Sep 2024

Contributed by Lukas

Andrew, Pedro, and Tom discuss the Michigan Consumer Sentiment report, Boeing workers walk out, and earnings. For information on how to join the Zoom...

Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing

12 Sep 2024

Contributed by Lukas

Andrew gives an update on the market. For information on how to join the Zoom calls live each morning at 8:30 EST, visithttps://www.narwhalcapital.co...

Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing

11 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss last night's debate, banks lowering guidance, and CPI. For information on how to join the Zoom calls live each morning a...

Navigating Debt | Financial Planning Series

10 Sep 2024

Contributed by Lukas

In this episode, we delved into the complexities of debt and explored strategies to manage and reduce it effectively. Melissa and Nate discussed vario...

NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing

10 Sep 2024

Contributed by Lukas

Ben and Tom discuss the results of the NFIB Small Business Optimism survey, Bank of America's consumer report, and yesterday's Apple conference. For ...

More Soft Jobs Results | September 6, 2024 – Morning Market Briefing

06 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the ISM services results, BLS employment report, Buffet dumping Bank of America, and introduce our new analyst Pedro. Fo...

Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing

05 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the JOLTS job openings and Andrew's ongoing feud with AT&T. For information on how to join the Zoom calls live each ...

Yesterday's Market Sell-Off & DOJ Subpoenas Nvidia | September 4, 2024 – Morning Market Briefing

04 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss yesterday's market sell-off, DOJ's subpoena of Nvidia, & various earnings. For information on how to join the Zoom c...

Deciphering Your Budget: Exploring Your Money's Impact on Your Life | Financial Planning Series

03 Sep 2024

Contributed by Lukas

Join Melissa Dotson and Nate Watson in this episode as they discuss insights ranging from identifying those who benefit from budgeting to practical st...

Harris Says US Steel Should Remain Domestically Owned | September 3, 2024 – Morning Market Briefing

03 Sep 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Harris's claims to keeping US Steel domestically owned, Hamas hostage murders, and our view on refinancing. For informat...

LULU, GAP, DELL, & INTC Earnings | August 30, 2024 – Morning Market Briefing

30 Aug 2024

Contributed by Lukas

Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan. For information on how to join the Zoom calls live each morning at 8:30 E...

Nvidia Earnings & Q2 GDP Revision | August 29, 2024 – Morning Market Briefing

29 Aug 2024

Contributed by Lukas

Ben and Tom talk Nvidia earnings, Q2 GDP revision, and the Harris tax plan. For information on how to join the Zoom calls live each morning at 8:30 E...

Increased Consumer Confidence & Oil Spill on the Red Sea | August 28, 2024 – Morning Market Briefing

28 Aug 2024

Contributed by Lukas

Andrew and Tom talk CCI, PE ownership of NFL teams, and the oil spill on the Red Sea.  For information on how to join the Zoom calls live each morni...

Navigating Career Growth: Strategies for Maximizing Income | Financial Planning Series

27 Aug 2024

Contributed by Lukas

Join us for the first episode of our new podcast series where we dive into crucial topics around fair pay, salary maximization, and planning career mo...

The College Football Preview | August 27, 2024 – Morning Market Briefing

27 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss PDD's crash, Apple's CFO resigning, and the upcoming college football season. For information on how to join the Zoom ca...

What Powell Said at Jackson Hole | August 26, 2024 – Morning Market Briefing

26 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss Powell's commentary at Jackson Hole, the Canadian railway strike, and a preview of the week ahead. For information on ho...

Canada Shuts Down Railway Strike | August 23, 2024 – Morning Market Briefing

23 Aug 2024

Contributed by Lukas

Andrew and Ben discuss the Canadian government ending the rail strike, Kamala's speech at the DNC, the BLS jobs revision mishap, and a preview of Jack...

Jobs Revised Down By 818k | August 22, 2024 – Morning Market Briefing

22 Aug 2024

Contributed by Lukas

Andrew, Ben, and Tom discuss the jobs revisions, 20-year bond auction, Fed minutes, and boosted Eurozone PMIs. For information on how to join the Zoo...

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...