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Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing
Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing

Andrew, Ben, and Tom discuss France's negative credit outlook, Indonesia blocking Apple from selling the iPhone 16, and the week ahead. 


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2 years ago

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Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing
Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing

Andrew, Ben, Pedtro, and Tom discuss the WSJ's article on Elon's conversations with Putin, Graco's restructuring, and the Capri/Tapestry deal falling…

2 years ago

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Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing
Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing

Ben and Tom review highlights from the Fed's Beige Book, Medicare's home diagnoses scandal, and Tesla earnings. It's also Ben's birthday. 



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2 years ago

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BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak  | October 23, 2024 – Morning Market Briefing
BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing

Ben and Tom review Bank of America's CEO Brian Moynihan's thoughts on the Fed, the E. coli breakout at McDonald's, and various earnings. 

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2 years ago

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Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing
Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing

Andrew, Ben, and Tom discuss a long list of earnings this morning. 

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2 years ago

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Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing
Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing

Andrew, Ben, and Tom discuss this weekend's college football games, Starboard Value taking a stake in Kenvue, and the week ahead. 

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2 years ago

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China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing
China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing

Andrew, Pedro, and Tom review iPhone sales in China, CVS firing Karen Lynch, and various earnings. 

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2 years ago

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ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing
ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing

Andrew, Ben, and Tom review the ECB meeting results, US retail sales, and various earnings. 

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2 years ago

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Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing
Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing

Andrew, Ben, and Tom review Trump's interview on Bloomberg, Kamala's plan to support black American men, UK inflation, and various earnings. 

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2 years ago

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BoA Fund Manager Survey Shows Cash Levels are Down  | October 15, 2024 – Morning Market Briefing
BoA Fund Manager Survey Shows Cash Levels are Down | October 15, 2024 – Morning Market Briefing

Andrew, Ben, and Tom review the Bank of America Fund Manager Survey, oil dropping this morning, China's new policies, and various earnings.  

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2 years, 1 month ago

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