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US Dollar Continues to Strengthen | December 11, 2024 – Morning Market Briefing
Ben and Tom discuss the dollar's continuing strength, the state of mergers, and the rumor that Sycamore Partners is buying Walgreens.
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1 year, 11 months ago
NFIB Small Business Optimism Survey's Biggest Jump Since 1980 | December 10, 2024 – Morning Market Briefing
Ben and Tom discuss the NFIB Small Business Optimism Survey's biggest jump since 1980, Mondelez looks to acquire Hershey, and the UNH CEO's alleged m…
1 year, 11 months ago
Trump on Meet the Press & Syria Coup | December 9, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump on Meet the Press, Syria's coup, Romanian elections, and the week ahead.
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1 year, 11 months ago
Jobs Increase & China Bans Shipments on Gallium to U.S. | December 6, 2024 – Morning Market Briefing
Andrew, Ben, Tom, and Pedro, also known as "The Four Horsemen," discuss Lululemon earnings, jobs numbers, pharma CEOs at Mar-a-Largo, and China's ban…
1 year, 11 months ago
UNH CEO Brian Thompson Shot in Manhattan | December 5, 2024 – Morning Market Briefing
Andrew and Tom discuss yesterday's assassination of Brian Thompson and Jay Powell's speech at the DealBook Summit.
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1 year, 11 months ago
South Korea's Political Turmoil | December 4, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss South Korea's political drama, AI-fueled tech company earnings, and more consumer data.
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1 year, 11 months ago
Powerful ISM Manufacturing Report | December 3, 2024 – Morning Market Briefing
Ben and Tom discuss AT&T's guidance for 2025, Microchip's new CEO, and a very strong ISM Manufacturing report.
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1 year, 11 months ago
France's Budget Negotiations | December 2, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss France's budget negotiations, China PMI, and the week ahead.
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1 year, 11 months ago
Consumer Confidence & Tariff Freak-Outs | November 27, 2024 – Morning Market Briefing
Andrew, Ben, and Tom discuss consumer confidence, PC earnings, tariff freak-outs, and the Hezbollah/Israel cease-fire. Happy Thanksgiving. There will…
1 year, 11 months ago
Tariff Talk & Qualcomm's Lost Interest in Intel | November 26, 2024 – Morning Market Briefing
Ben and Tom discuss Trump's proposed tariffs, Qualcomm's loss of interest in buying Intel, and various earnings.
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1 year, 11 months ago