The Morning Market Briefing
Episodes
Terrorist Attack in Moscow & United Airlines Continues to Struggle | March 25, 2024 – Morning Market Briefing
25 Mar 2024
Contributed by Lukas
Moscow was attacked this weekend by ISIS, United Airlines is prevented from adding new routes by the FAA, and Trump needs cash. For information on ho...
The Fed Lays Out their Rate Cut Plans | March 22, 2024 – Morning Market Briefing
22 Mar 2024
Contributed by Lukas
Ben and Tom discuss soft data from Lulu, FedEx’s move upward after beating low expectations, the DOJ’s lawsuit against the AAPL ecosystem, the mov...
UK Inflation Data & What to Expect from Today’s Fed Meeting | March 20, 2024 – Morning Market Briefing
20 Mar 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss inflation data from the UK, Samsung’s move upward on news from NVDA, SMCI (with the help of Goldman) struggling to get ...
Debate Heats up within the Fed & Bank of Japan Ends Negative Rate Policy | March 19, 2024 – Morning Market Briefing
19 Mar 2024
Contributed by Lukas
Ben and Tom discuss Bank of Japan’s decision to move out of negative interest rate territory, an intensifying debate within the Fed as to when cuts ...
Changes to the Real Estate Landscape & Fed Meeting Preview | March 18, 2024 – Morning Market Briefing
18 Mar 2024
Contributed by Lukas
Ben and Tom discuss the changes to the real estate landscape via the National Association of Realtor’s settlement, the upcoming Fed meeting, Nick Ti...
Does AI Disrupt ADBE’s Underlying Business & Schumer Criticizes Israel’s Leadership | March 15, 2024 – Morning Market Briefing
15 Mar 2024
Contributed by Lukas
Ben and Tom discuss ADBE earnings data, AI’s impact on the future of ADBE’s business, Weight Watcher's freefall, Chuck Schumer’s criticism of Ne...
TikTok Ban Discussion & PPI Data Comes in Higher than Expectations | March 14, 2024 – Morning Market Briefing
14 Mar 2024
Contributed by Lukas
Ben and Tom discuss earnings from Lennar, Williams Sonoma, and Dollar Tree, an underlying economy that continues to strengthen, the controversy surrou...
Bond Market Pricing in Fed Policy Error & Market Dynamics Drive Stocks Higher | March 13, 2024 – Morning Market Briefing
13 Mar 2024
Contributed by Lukas
Ben and Tom discuss notable movers in the individual stock world, interest rates, a predetermined rate cut by the Fed, the bond market pricing in poli...
CPI Data Pushes against the Fed’s Rate Cut Narrative | March 12, 2024 – Morning Market Briefing
12 Mar 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss earnings from ORCL, Kohl’s, and ADM, a slight drop in the NFIB Small Business Optimism survey, Apollo’s stance that t...
Far-Right Policies Continue to Gain Popularity Globally & Previewing Tomorrow’s CPI Report | March 11, 2024 – Morning Market Briefing
11 Mar 2024
Contributed by Lukas
Ben and Tom discuss Bitcoin’s continued march higher, the success of Portugal’s far-right political party, and a preview of tomorrow's CPI report....
Jobs Report & Recapping the State of the Union Address | March 8, 2024 – Morning Market Briefing
08 Mar 2024
Contributed by Lukas
Ben and Tom discuss the jobs report, recap the State of the Union Address, discuss earnings from Narwhal holding Costco, and special guest OBJ. For i...
Steve Mnuchin Funds NYCB & Jay Powell Testifies before the Senate | March 7, 2024 – Morning Market Briefing
07 Mar 2024
Contributed by Lukas
Ben and Tom (along with special guest Tinfoil Hat Tom) discuss the US government avoiding a shutdown, NYCB’s capital raise led by former US Secretar...
Yesterday’s Market Correction & Trump Dominates Super Tuesday | March 6, 2024 – Morning Market Briefing
06 Mar 2024
Contributed by Lukas
Andrew discusses a mixed bag in the ISM Services report, yesterday’s market sell-off, Trump’s domination of Super Tuesday, and a brief preview of ...
Positivity Surrounding Target Earnings & Apple Struggling in China | March 5, 2024 – Morning Market Briefing
05 Mar 2024
Contributed by Lukas
Ben, Andrew, and Tom discuss today’s First Trust conference, a positive reaction to Target’s earnings report, activist investors looking to “Res...
Interest Rates & Fed Decision Making in 2024 | March 4, 2024 – Morning Market Briefing
04 Mar 2024
Contributed by Lukas
Ben and Tom discuss an optimistic ISM Manufacturing report, the impact of this data on Fed decisions, a look ahead at Fed action and rate movement ove...
NY Community Bank’s Freefall Continues & High Rates Exposing Bad Operators | March 1, 2024 – Morning Market Briefing
01 Mar 2024
Contributed by Lukas
Ben and Tom discuss NYCB’s continued slide, interest rates exposing operational weakness, the “ESG” landscape, strong earnings from Dell and ADS...
AI’s Impact across the Tech Sector & PCE Data | February 29, 2024 – Morning Market Briefing
29 Feb 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss AI’s impact on tech companies, some of which is enabling businesses, and some of which is disrupting businesses, strang...
US Opens Anti-Trust Case against UNH & Tom Discusses Ways to Lock in High Rates | February 28, 2024 – Morning Market Briefing
28 Feb 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss a bevy of economic data including the revised Q4 GDP data, durable goods orders, and upcoming core PCE, the anti-trust ca...
FTC Challenges Kroger & Big Names Making the Case for Active Management | February 27, 2024 – Morning Market Briefing
27 Feb 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss Kroger’s potential acquisition of Albertson, earnings from Lowes, Zoom, and Macy’s, some big names making the case fo...
Previewing This Week’s PCE Data & Highlights from Warren Buffett’s Annual Letter | February 26, 2024 – Morning Market Briefing
26 Feb 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss Domino’s Pizza earnings, the upcoming PCE data, Warren Buffett’s annual letter, and commentary on the AT&T outage...
The Asset Manager Landscape & A Look into Commercial Real Estate | February 23, 2024 – Morning Market Briefing
23 Feb 2024
Contributed by Lukas
Ben and Tom dive deep into asset manager flows, the fixed income landscape, and a status update on commercial real estate.For information on how to jo...
Another Quarter, Another Blockbuster Earnings for NVDA | February 22, 2024 – Morning Market Briefing
22 Feb 2024
Contributed by Lukas
Ben and Tom discuss another blockbuster earnings from NVDA, American ingenuity, NVDA’s MOAT, Eurozone PMI, and some big moves in bond world. For inf...
AMZN Added to the DOW & Earnings Data from ADI and Garmin | February 21, 2024 – Morning Market Briefing
21 Feb 2024
Contributed by Lukas
Andrew and Tom discuss AMZN being added to the DOW, earnings from Narwhal holdings ADI and Garmin, and big down-swings from Community Health Systems, ...
Capital One Buys Discover Financial & Further Digesting Inflationary Data | February 20, 2024 – Morning Market Briefing
20 Feb 2024
Contributed by Lukas
Ben and Tom discuss Presidential trivia, Capital One’s acquisition of Discover Financial, earnings from Walmart and Home Depot, last week’s inflat...
Economic Data Continues to Point to Sticky Inflation | February 16, 2024 – Morning Market Briefing
16 Feb 2024
Contributed by Lukas
Tom and Andrew discuss the very hot PPI data, passive investing pushing up asset prices, commentary from Mastercard, and portfolio responses to curren...
Cold Retail Sales Data Pushes Rates Down | February 15, 2024 – Morning Market Briefing
15 Feb 2024
Contributed by Lukas
Tom discusses retail sales data that comes in below expectations, guidance cuts for DE and CSCO, and CLO delinquencies rise.For information on how to ...
Healthcare Costs Driving Inflation & Individual Companies Making Deals | February 14, 2024 – Morning Market Briefing
14 Feb 2024
Contributed by Lukas
Andrew and Tom dive into the CPI data, companies that can navigate the inflationary environment, fixed income strategy, Coke looking to buy Poppi, WMT...
CPI Report Shows Accelerating Inflation Data | February 13, 2024 – Morning Market Briefing
13 Feb 2024
Contributed by Lukas
Andrew and Tom discuss the CPI report showing accelerating inflation, the implications of this data, the move up in 10-year rates, BoA Fund Manager su...
M&A Continues in the Energy Space & the CPI Preview | February 12, 2024 – Morning Market Briefing
12 Feb 2024
Contributed by Lukas
Ben and Tom discuss Diamondback’s purchase of Endeavor to create the largest pure-play operator in the Permian Basin, preview of today’s CPI repor...
Earnings from Pepsi & Janet Yellen’s comments on CRE and Insurance | February 9, 2024 – Morning Market Briefing
09 Feb 2024
Contributed by Lukas
Ben and Tom discuss yesterday’s 30-year bond auction, Yellen’s comments at the Senate Banking Committee hearing, earnings results from PEP, and so...
Earnings Updates & Signs of Life in China | February 8, 2024 – Morning Market Briefing
08 Feb 2024
Contributed by Lukas
Ben and Tom discuss earnings updates on Maersk, Unilever, Arm, and Disney, signs of life in China, and yesterday’s 10-year bond auction. For inform...
Takeaways from an Evening with Kevin Warsh, Fed Chairman Finalist and Father of QE | February 7, 2024 – Morning Market Briefing
07 Feb 2024
Contributed by Lukas
Ben and Tom discuss earnings from CVS, CINF, Chipotle, and SNAP, the streaming sports app deal between Disney/Fox/WB, and takeaways from an evening wi...
Earnings Data from Narwhal Holding Eli Lilly & The Hertz Debacle | February 6, 2024 – Morning Market Briefing
06 Feb 2024
Contributed by Lukas
Ben and Tom discuss the drone attack in Kuwait, earnings data from Eli Lilly, the Hertz debacle, the massive ISM Services report showing sticky inflat...
Blockbuster Jobs Report Could Continue to Delay Rate Cuts | February 5, 2024 – Morning Market Briefing
05 Feb 2024
Contributed by Lukas
Ben and Tom discuss earnings from Caterpillar and McDonald’s, a blockbuster jobs report including accelerating average hourly earnings, the impact o...
Earnings from Mega-Caps Including AAPL, AMZN, and META | February 2, 2024 – Morning Market Briefing
02 Feb 2024
Contributed by Lukas
Andrew and Super-Producer Hicks discuss today’s (and yesterday’s) top stories including Punxsutawney Phil predicting an early spring, the commenta...
Previewing Today’s Fed Meeting & Mega-Cap Earnings Results | January 31, 2024 – Morning Market Briefing
31 Jan 2024
Contributed by Lukas
Tom and Ben discuss the read for today’s Fed meeting, the Saudi Aramco announcement hurting oil servicers, Walmart stock split, and earnings from te...
The Market Searches for Positive News on the Inflation Front & More Earnings Data | January 30, 2024 – Morning Market Briefing
30 Jan 2024
Contributed by Lukas
Tom and Andrew discuss the JOLTs report coming out at 10:30, the market’s reaction to the announcement that the US is selling fewer treasuries, and ...
US Servicemen Killed in Jordan & Breaking Down the Upcoming Fed Meeting | January 29, 2024 – Morning Market Briefing
29 Jan 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss the US servicemen that were killed in Jordan, the upcoming Fed meeting, and a bevy of earnings this week. For information...
Weak Earnings from Intel & The Luxury Consumer Remains Strong | January 26, 2024 – Morning Market Briefing
26 Jan 2024
Contributed by Lukas
Tom discusses the PCE data, with core PCE coming in slightly better than expected, yesterday’s ECB meeting, the revenue miss and weak guide from INT...
GDP Comes in Hot & Tesla Shares Slide on Slowing Sales | January 25, 2024 – Morning Market Briefing
25 Jan 2024
Contributed by Lukas
Tom discusses GDP that comes in hot at 3.3%, an uptick in Initial Jobless Claims, Tesla’s slowing sales, NOW’s strong earnings, CSX’s strong exe...
Earnings Reports & The Hits Keep Coming for Boeing | January 24, 2024 – Morning Market Briefing
24 Jan 2024
Contributed by Lukas
Ben discusses earnings updates from a number of companies, more negative news from Boeing, and China announces a reserve rate cut. For information on ...
Bank of Japan Remains Ultra-Dovish & Earnings Reports Show Modest Economic Growth | January 23, 2024 – Morning Market Briefing
23 Jan 2024
Contributed by Lukas
Tom and Ben discuss Japan remaining ultra-dovish, the potential ripple effects of Japan’s future policy changes, a quick dive into the Republican Pr...
Blackrock Exiting Shanghai Towers Investment & Capital One in Hot Water | January 22, 2024 – Morning Market Briefing
22 Jan 2024
Contributed by Lukas
Tom and Ben discuss Blackrock looking to sell Shanghai Towers at a discount, ADM’s decision to place the CFO on administrative leave, Tesla’s robo...
JBHT Shows Signs of Life in a Tough Freight Market | January 19, 2024 – Morning Market Briefing
19 Jan 2024
Contributed by Lukas
Ben dives deep into earnings from JBHT, the read-through of these earnings on the freight market and the economy as a whole, the massive insurance hea...
Near-Term Rate Cuts Looking Less Likely & A Bevy of Earnings Reports | January 18, 2024 – Morning Market Briefing
18 Jan 2024
Contributed by Lukas
Ben and Tom discuss interest rates, the recent retail sales data, the likelihood of near-term rate cuts, earnings from TSMC, Fastenal, Richemont, Huma...
Fed Commentary Taken as “Hawkish” by the Market | January 17, 2024 – Morning Market Briefing
17 Jan 2024
Contributed by Lukas
Ben discusses the Fed talk that was taken very hawkish by the market, economic data out of China, and the Spirit Airline & Jet Blue deal that is f...
Red Sea Tensions Continue to Escalate & The Fed Discussing a Slowdown in QT | January 16, 2024 – Morning Market Briefing
16 Jan 2024
Contributed by Lukas
Tom, Ben, and Andrew discuss more tension in the Red Sea as American ships have been deemed fair game by terrorists, oil unaffected by the conflict, Z...
Red Sea Conflict Escalates, A Complicated Inflation Picture, & Bank Earnings | January 12, 2024 – Morning Market Briefing
12 Jan 2024
Contributed by Lukas
Tom and Andrew discuss the US and UK’s retaliation in response to terrorist attacks on Red Sea ships, PPI data leads to more confusion in the inflat...
A Hot CPI Report & Hertz Reduces their EV Fleet | January 11, 2024 – Morning Market Briefing
11 Jan 2024
Contributed by Lukas
Tom and Ben discuss the Hertz decision to reduce their EV fleet by 1/3, the CPI data that shows an inflationary uptick, and a quick plug for our Febru...
The SEC’s Bitcoin Flub & Boeing Fallout | January 10, 2024 – Morning Market Briefing
10 Jan 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss the SEC’s flub surrounding Bitcoin approval, the Boeing fallout, and Howard Marks. For information on how to join the Z...
AMD and NVDA Announce AI-Powered PC & Ben Puts a Bow on UW’s Historic Season | January 9, 2024 – Morning Market Briefing
09 Jan 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss last night’s game, the Small business Optimism Index, HPE looking to acquire Juniper Networks, Microchip cuts guidance,...
Issues Continue for the Boeing 737 Max & A Breakdown of Tonight’s National Championship Game | January 8, 2024 – Morning Market Briefing
08 Jan 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss more troubles for the Boeing 737 Max, the impact that this week’s CPI report could have, earnings season picking up, an...
Eli Lilly’s DTC Strategy & Signs of Persistent Inflation Beginning to Show | January 5, 2024 – Morning Market Briefing
05 Jan 2024
Contributed by Lukas
Ben, Tom, and Andrew discuss Eli Lilly’s DTC strategy for its weight loss drug, Pepsi being accused of “price gouging”, the revenue acceleration...
Fed Rhetoric Proving to be a Powerful Tool | January 4, 2024 – Morning Market Briefing
04 Jan 2024
Contributed by Lukas
Andrew and Tom discuss positive ISM Manufacturing data, the mixed bag of employment data, the Fed minutes, Walgreens earnings, interest rate movement ...
Chinese EV Producer BYD Tops Tesla in Q4 Units Sold…or Did They? | January 3, 2024 – Morning Market Briefing
03 Jan 2024
Contributed by Lukas
Ben and Tom discuss yesterday’s stock movement, rate changes, the upcoming Fed Meeting Minutes, BYD topping Tesla in Q4 deliveries, and the aftermat...
Oil Moves Higher & Stocks Slide to Start the Year | January 2, 2024 – Morning Market Briefing
02 Jan 2024
Contributed by Lukas
Ben discusses red markets to start the year, Red Sea tensions ratcheting up, China front loading its 2024 oil imports, Apple's downgrade at Barclays, ...
Three College Football Experts Share Their Predictions| December 29, 2023 - Morning Market Briefing
29 Dec 2023
Contributed by Lukas
Big Stories that could Impact Portfolios in 2024 | December 28, 2023 – Morning Market Briefing
28 Dec 2023
Contributed by Lukas
Tom and Ben discuss the Apple Watch ban being overturned, Eli Lilly’s potential 2024 catalyst, a potential reversing of the Magnificent 7 run, impli...
How 2023 Predictions Fared | December 27, 2023 - Morning Market Briefing
27 Dec 2023
Contributed by Lukas
British Billionaire Buys 25% Stake in Manchester United & Interest Rate Discussion | December 26, 2023 – Morning Market Briefing
26 Dec 2023
Contributed by Lukas
Andrew and Ben discuss Jim Ratcliffe purchasing a 25% stake in Manchester United, Iron prices increasing (contrary to the direction of the price of oi...
Nike Cuts Top Line Guidance & Elon Musk’s Comments on Passive Investing | December 22, 2023 – Morning Market Briefing
22 Dec 2023
Contributed by Lukas
Tom and Ben discuss the earnings report from NKE, BMY’s acquisition of Karuna Therapeutics, Elon Musk’s comments on indexing, and PCE inflation da...
Micron Sees Acceleration in Pricing & Is Inflation Making a Comeback? | December 21, 2023 – Morning Market Briefing
21 Dec 2023
Contributed by Lukas
Tom and Ben discuss the earnings report from Micron, inflation potentially making a move to the upside, the Apple Watch ban, telecom merger talks, the...
UK Inflation Data Comes in Lower than Expected & FedEx’s Underwhelming Earnings Report | December 20, 2023 – Morning Market Briefing
20 Dec 2023
Contributed by Lukas
Tom and Andrew discuss UK inflation data coming in lower than expected, FedEx’s underwhelming earnings report, and data showing that Tesla drivers h...
More Attacks on Red Sea Vessels & A Ban on The Apple Watch Series 9 | December 19, 2023 – Morning Market Briefing
19 Dec 2023
Contributed by Lukas
Ben discusses the continued attacks on merchant vessels in the Red Sea, Operation Prosperity Guardian, the impact of the attacks on energy prices, the...
The Impact of Interest Rates | December 18, 2023 – Morning Market Briefing
18 Dec 2023
Contributed by Lukas
Ben and Tom discuss market movements, the impact on home sales, an acquisition in the steel industry, and the week ahead. For information on how to jo...
Narwhal's 2024 Outlook - Inflation, Consumer Pressure, and International Develpoment
18 Dec 2023
Contributed by Lukas
Andrew, Ben, and Tom sit down to discuss their 2024 outlook. Please share this episode.For any questions, please reach out to [email protected]...
Costco Earnings Data & Factors Impacting the Market Toward Year-end | December 15, 2023 – Morning Market Briefing
15 Dec 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss the earnings report from Costco, housing data out of Lennar, Citi Group’s muni bond business going away, a record day f...
Breaking Down the Dovish Fed Meeting and the Implications Thereof | December 14, 2023 – Morning Market Briefing
14 Dec 2023
Contributed by Lukas
Ben and Tom discuss yesterday’s dovish Fed meeting, the focus on PPI data by many Fed members, when the Fed will cut rates, the Bank of England’s ...
PPI Data Points to Slowing Inflation & A Global Shift from “Fiscal Candy to Fiscal Limits” | December 13, 2023 – Morning Market Briefing
13 Dec 2023
Contributed by Lukas
Ben and Tom discuss PPI data that, contrary to what we saw yesterday, shows that inflation is slowing, the global transition from fiscal candy to fisc...
A Dive into the “Lukewarm” CPI Report & Layoff Announcements at EY and Hasbro | December 12, 2023 – Morning Market Briefing
12 Dec 2023
Contributed by Lukas
Tom discusses the incoming CPI data that seems to be more “Lukewarm” than expected, yesterday’s disappointing short term bond auction, Oracle’...
Strange Happenings in the M&A World & A Data-Heavy Week Ahead | December 11, 2023 – Morning Market Briefing
11 Dec 2023
Contributed by Lukas
Andrew and Tom discuss the strange acquisition attempt of Macy’s, Cigna’s decision to back off the Humana deal, and an extremely data-heavy week a...
Jobs Day, Restoration Hardware, Walmart and the consumer, More AI Chat | December 8, 2023 - Morning Market Briefing
08 Dec 2023
Contributed by Lukas
Ben can't fit into Lululemon clothing. Please stop buying it for him.
Bank of Japan meeting, Consumer is slowing, McDonalds launching CosMc's | December 7, 2023 - Morning Market Briefing
07 Dec 2023
Contributed by Lukas
ISM, JOLTS, ADP, and Conference Talk | December 6, 2023 - Morning Market Briefing
06 Dec 2023
Contributed by Lukas
Apologies for the delay. John Boy (6'7") is playing for the Brooklyn Nets this week, and Producer Hicks (5'10") is uploading the call. Producer Hicks ...
Stabilization in Industrials & Earnings Recap | December 5, 2023 – Morning Market Briefing
05 Dec 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss the fixed income topics at today’s conference in Charlotte, NC., the stabilization in the industrials sector, a number ...
ISM Manufacturing Data Shows a Slowing Economy & US Vessels Attacked in the Red Sea | December 4, 2023 – Morning Market Briefing
04 Dec 2023
Contributed by Lukas
Ben and Tom discuss ISM manufacturing data results from last Friday, the current employment situation, more merger action, bitcoin’s recent rise, an...
Has The Fed Already Pivoted & A Friday Football Special | December 1, 2023 – Morning Market Briefing
01 Dec 2023
Contributed by Lukas
Ben and Tom discuss the OPEC+ production cuts, Nick Timiraos’ article saying that the Fed is done raising rates, how the Fed should message this piv...
Disinflation Beginning to Show in Europe and in Pockets of the US Economy | November 30, 2023 – Morning Market Briefing
30 Nov 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss deflationary pressures beginning to pop up, Tesla’s Cybertruck event, mergers happening in a number of industries, and ...
Should the Fed Start Cutting Rates Sooner than Later? | November 29, 2023 – Morning Market Briefing
29 Nov 2023
Contributed by Lukas
Ben and Tom discuss Bill Ackman’s call for the Fed to cut interest rates early in 2024, bonds rallying strongly off his comments, the Fed’s need t...
Adobe Releases Black Friday Sales Data & Bond Buyers are Moving Out on the Curve | November 28, 2023 – Morning Market Briefing
28 Nov 2023
Contributed by Lukas
In a short call, Andrew and Tom discuss yesterday’s bond auction and Adobe’s Black Friday Roundup data. For information on how to join the Zoom c...
Temporary Truce in Gaza & Amazon Surpasses Fedex and UPS | November 27, 2023 – Morning Market Briefing
27 Nov 2023
Contributed by Lukas
Ben and Tom discuss the temporary truce in Gaza, Javier Milei’s visit to the US, the political movement we are beginning to see around the world, Am...
NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing
22 Nov 2023
Contributed by Lukas
Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum”...
Best Buy Sees a Weaker Consumer & A Dive into Bond Strategy | November 21, 2023 – Morning Market Briefing
21 Nov 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss a tough quarter for Lowes, a guidance cut from Best Buy based on softer consumer trends, inventory normalization happenin...
Javier Milei Wins Argentina’s Presidential Election & Sam Altman Joins MSFT | November 20, 2023 – Morning Market Briefing
20 Nov 2023
Contributed by Lukas
Ben, Andrew, and Tom discuss the results of the Argentinian election, big banks continuing to strip valuable assets from floundering competitors, Sam ...
Argentina Runoff Election & Outlook For Market Return | November 17, 2023 – Morning Market Briefing
17 Nov 2023
Contributed by Lukas
Tom & Ben discussed Argentina runoff elections, oil demand, outlook for market returns For information on how to join the Zoom calls live each mor...
Biden-Xi Meeting & Retail Earnings | November 16, 2023 – Morning Market Briefing
16 Nov 2023
Contributed by Lukas
Tom & Ben discussed Walmart, Macy’s and Cosco Earnings, Biden-Xi MeetingFor information on how to join the Zoom calls live each morning at 8:30 ...
Economic Data and Target Earnings | November 15, 2023 – Morning Market Briefing
15 Nov 2023
Contributed by Lukas
Tom, Andrew, & Ben discussed economic data, retail sales, & Target EarningsFor information on how to join the Zoom calls live each morning at ...
A Big Day For The CPI & Home Depot Updates | November 14, 2023 – Morning Market Briefing
14 Nov 2023
Contributed by Lukas
Tom & Ben discussed CPI data, Home Depot Updates, & the state of the U.S. economy. For information on how to join the Zoom calls live each mor...
New Drug Developments & Takeaways From Nashville Conference | November 13, 2023 – Morning Market Briefing
13 Nov 2023
Contributed by Lukas
Tom, Andrew, & Ben discussed new drug developments, Boeing, takeaways from Nashville conference, and the week ahead. For information on how to jo...
Rate Rally Pauses & Bank of America Economic Report | November 10, 2023 – Morning Market Briefing
10 Nov 2023
Contributed by Lukas
Tom, Andrew, & Ben discussed rate rally pauses, UK GDP, Diageo Earnings, & Bank of America Economic.Report For information on how to join the ...
Nvidia Adds New Chips For China & Eli Lily's New Weight Loss Drug | November 9, 2023 – Morning Market Briefing
09 Nov 2023
Contributed by Lukas
Tom, Andrew, & Ben discussed Israel/Iran Updates, Nvidia add new AI chips for China, Disney Earnings, Eli Lily weight loss drug approval, & bo...
Powells Upcoming Announcements & New Developments at Goldman Sachs | November 8, 2023 – Morning Market Briefing
08 Nov 2023
Contributed by Lukas
Tom & Ben discussed Powell’s upcoming speech, Goldman Sachs looks to offload its GM credit card business, & Fund Management Takeaways.For in...
What a Week for Bankruptcies & Weak Economic Data From China | November 7, 2023 – Morning Market Briefing
07 Nov 2023
Contributed by Lukas
Tom & Ben discussed potential U.S. intervention in Israel, recent bankruptcies, weak China Economic data, & tales from Ireland. For informati...
Fixed Income Updates & Japan is Getting Inflation Under Control | November 6, 2023 – Morning Market Briefing
06 Nov 2023
Contributed by Lukas
Ben & Andrew discussed Berkshire Hathaway earnings, fixed income updates, Trump takes the stand, Japan is getting inflation under control.For info...
Yesterday’s Market Rally & Apple Earnings | November 3, 2023 – Morning Market Briefing
03 Nov 2023
Contributed by Lukas
Ben & Andrew discussed yesterday’s market rally, consumption slowing, Apple earnings, & jobs report.For information on how to join the Zoom ...
Powell Announcement Recap & Disney Buys Comcasts Stake In Hulu | November 2, 2023 – Morning Market Briefing
02 Nov 2023
Contributed by Lukas
Ben discussed Powell announcement recap, economic data, Disney buys Comcasts stake in Hulu, and more earnings! For information on how to join the Zoom...
WeWork Files Chapter 11 & More Tech Earnings | November 1, 2023 – Morning Market Briefing
01 Nov 2023
Contributed by Lukas
Tom & Andrew discussed upcoming Powell announcements, ADP employment data, WeWork files Chapter 11, & tech earnings. For information on how to...
Will Nvidia Be Able to Sell its $5B Order to China? & Economic Data | October 31, 2023 – Morning Market Briefing
31 Oct 2023
Contributed by Lukas
Tom & Ben discussed global economic data, Nvidia tries to beat U.S. China ban, & industrial, healthcare, and tech earnings. For information o...
Israel Updates, McDonald’s Earnings, & European Economy Updates | October 30, 2023 – Morning Market Briefing
30 Oct 2023
Contributed by Lukas
Tom, Andrew, & Ben discussed Israel updates, McDonald’s earnings, European economy updates, & WSJ thinks Higher Bond Yields Could end the Fe...
U.S. Syria Strike, ECB Pauses Rate Hikes, & Tech Earnings | October 27, 2023 – Morning Market Briefing
27 Oct 2023
Contributed by Lukas
Tom & Ben discussed U.S. Syria strike, ECB pauses rate hikes, & earnings for Amazon, Intel, Ford & tons more!For information on how to joi...