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ISM Manufacturing Improves + OpenAI Wants to Give the US Government 5% of the Company | July 2, 2026 – Morning Market Briefing
Published 3 months, 3 weeks ago
Description
Andrew, Ben, and Tom discuss the ISM Manufacturing report showing improving new orders and a shift toward hiring while prices moderate, alongside commentary highlighting Middle East pressure on CapEx and stabilizing supply chains, OpenAI's proposal to give the US government a 5% equity stake in the company as part of a broader industry arrangement potentially including Anthropic, Google, and Meta, and Kevin Warsh's remarks that inflation risks have eased since he took over as Fed Chair.
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Join our live YouTube stream Monday through Friday at 8:30 AM EST:
http://www.youtube.com/@TheMorningMarketBriefing
Please see disclosures:
https://www.narwhal.com/disclosure