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CPI Cooler Than Expected & Mortgage Applications Up Again | March 12, 2025 – Morning Market Briefing
Ben and Tom discuss this morning's economic data, foreign holdings of US stocks, and an update on Greenland.
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1 year, 8 months ago
What Happened Yesterday? Why We See Opportunity, Not Panic | March 11, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's market, NFIB Small Business Optimism, and various earnings.
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1 year, 8 months ago
Mark Carney is Canada's Next Prime Minister | March 10, 2025 – Morning Market Briefing
Ben and Tom discuss Mark Carney as the next PM of Canada, ServiceNow buying AI Agent Moveworks, and an update on TikTok.
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1 year, 8 months ago
Ukraine Negotiations Begin on Monday & Broadcom Earnings | March 7, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book.
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1 year, 8 months ago
ECB Cuts Rates & Beige Book Shows Economic Activity Up Slightly | March 6, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book.
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1 year, 8 months ago
Germany's Massive Fiscal Stimulus & Trump Addresses Joint Session of Congress | March 5, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss ADP employment data, Germany's fiscal stimulus, and Trump's address to Congress.
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1 year, 8 months ago
Taiwan Semiconductor to Invest $100b in US | March 4, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Target earnings, Taiwan Semiconductor investing $100b in the US, and an update on tariffs.
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1 year, 8 months ago
Zelensky in The Oval Office & China Stimulus | March 3, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Zelensky in The Oval Office, China's stimulus plan, and tariffs going into effect tomorrow.
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1 year, 8 months ago
Trump Talks Tariffs with Keir Starmer | February 28, 2025 – Morning Market Briefing
Andrew and Tom talk Trump's meeting with Keir Starmer, yesterday's sell-off, and the week ahead.
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1 year, 8 months ago
Mr. Beast is Raising Capital & Nvidia Beats Earnings | February 27, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss GDP revision, Mr. Beast raising capital, Nvidia earnings, and an update on tariffs.
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1 year, 8 months ago