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Bessent Speaks at Institute of International Finance | April 24, 2025 – Morning Market Briefing
Andrew and Tom discuss Bessent's speech at the Institute of International Finance, China fighting protestors, and various earnings updates.
For infor…
1 year, 6 months ago
Elon to Cut Back on DOGE Time | April 23, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss progress in tariffs and Tesla earnings.
For information on how to join the Zoom calls live each morning at 8:30 EST, vis…
1 year, 6 months ago
Nomura Makes Largest Acquisition Since Lehman | April 22, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pil…
1 year, 6 months ago
Muni Market Turbulence & Medicaid Budget Cuts | April 21, 2025 – Morning Market Briefing
Ben and Tom discuss the death of Pope Francis, muni market turbulence, and Medicaid budget cuts.
For information on how to join the Zoom calls live e…
1 year, 6 months ago
Jay Powell Remains Hawkish | April 17, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Powell's speech, the ECB rate cut, and various earnings.
For information on how to join the Zoom calls live each morning…
1 year, 6 months ago
Hong Kong Halts Shipments Bound for US | April 16, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Bessent's interview on Yahoo Finance, China's retaliation, and various earnings.
For information on how to join the Zoom…
1 year, 6 months ago
BofA Fund Manager Survey: Global Growth Expectations Record Low | April 15, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey.
For information on how to join t…
1 year, 6 months ago
U. of Michigan Consumer Sentiment: Delusion vs. Reality | April 14, 2025 – Morning Market Briefing
Ben and Tom discuss the University of Michigan's Sentiment report, Medicaid budget cuts, and Goldman Sachs earnings.
Apologies in advance for the mino…
1 year, 6 months ago
PPI Declines & China Retaliates with Tariffs of 125% | April 11, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's PPI data, China's retaliation, and various earnings.
For information on how to join the Zoom calls live e…
1 year, 7 months ago
Market Jumps 10% After Trump Authorizes 90 Day Pause | April 10, 2025 – Morning Market Briefing
Ben and Tom discuss yesterday's market reaction to the 90-day pause and this morning's CPI data.
For information on how to join the Zoom calls live e…
1 year, 7 months ago