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US-China Talks Continue & German Election Results | September 15, 2025 – Morning Market Briefing
Andrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead.
Song: Family Tradition - Hank Williams …
1 year, 1 month ago
Next Week's Fed Meeting: Will We Get a Cut? | September 12, 2025 – Morning Market Briefing
Andrew, Ben, and Tom share thoughts ahead of next week's Fed meeting.
Song: Minute by Minute - The Doobie Brothers
For information on how to join th…
1 year, 2 months ago
Our Reflections on Charlie Kirk's Assassination | September 11, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss the tragic assassination of Charlie Kirk and yesterday's market.
Song: Where Were You - Alan Jackson
For information on …
1 year, 2 months ago
Oracle Crushes Earnings & PPI Comes in Cold | September 10, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Oracle's plan to lead in AI for the enterprise, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data.
S…
1 year, 2 months ago
France Fires Their Prime Minister & Apple Event Preview | September 9, 2025 – Morning Market Briefing
Ben and Tom discuss France's firing of their Prime Minister, the NFIB Small Business Optimism, and a preview of Apple's event today.
Song: Say It Ain'…
1 year, 2 months ago
Bessent Blasts the Fed in Latest Articles | September 8, 2025 – Morning Market Briefing
Andrew, Ben, Hannah, and Tom discuss Bessent's latest articles on the Fed, Japan's Prime Minister's plan to resign, and the week ahead.
For informat…
1 year, 2 months ago
Lululemon Flops on Earnings & ISM Services | September 5, 2025 – Morning Market Briefing
Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings.
Song: Walkin' on the Sun - Smash Mouth
For i…
1 year, 2 months ago
JOLTS Report & Stephan Miran Facing Senate Confirmation | September 4, 2025 – Morning Market Briefing
Andrew and Hicks discuss the JOLTS report, CRM earnings, the German economy expectation of slower growth, and Stephen Miran facing Senate confirmatio…
1 year, 2 months ago
Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing
Andrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing.
Song: (Just Like) Starting Over -…
1 year, 2 months ago
Kraft Heinz is Splitting Up & Eurozone Inflation | September 2, 2025 – Morning Market Briefing
Andrew and Tom discuss this weekend's college football, Kraft Heinz splitting up, and Eurozone inflation.
Song: Maggie May - Rod Stewart
For informat…
1 year, 2 months ago