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CPI Report & What's Going on With Nvidia | April 10, 2024 – Morning Market Briefing
Ben and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit forecast.
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2 years, 7 months ago
Conference Breakdown, Tesla Taxis, & NFIB Survey | April 9, 2024 – Morning Market Briefing
Tom talks about his experience speaking at the FRA Sub-Advised Funds Forum at the Harvard Club of New York City, Elon teases Tesla Taxis on X, and th…
2 years, 7 months ago
Andrew's Trip to The Capital & Jamie Dimon's Letter | April 8, 2024 – Morning Market Briefing
Apologies for the late upload. Andrew Hall and Producer Hicks chat about D.C., Jamie Dimon, and the week ahead.
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2 years, 7 months ago
Nonfarm Payrolls & More Fed Talk with Tom | April 5, 2024 – Morning Market Briefing
Nonfarm payrolls, JNJ is buying Shockwave, and Fed talk is heating up.
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2 years, 7 months ago
Jay Powell Speaks at Stanford & ISM Services | April 4, 2024 – Morning Market Briefing
Jay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill Dudley's Op-Ed, and ISM Services.
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2 years, 7 months ago
Tesla Deliveries & Taiwan Earthquake| April 3, 2024 – Morning Market Briefing
Tesla deliveries are below the 450k estimate, Disney has an expensive proxy vote, Taiwan has its strongest earthquake in 25 years, and inflation is l…
2 years, 7 months ago
Globally synchronized recovery? | April 2, 2024 – Morning Market Briefing
A globally synchronized recovery may be a front, missiles strike Iran's embassy in Damascus, and an increase in oil prices.
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2 years, 7 months ago
Jay Powell Responds to Christopher Waller & China PMIs accelerate | April 1, 2024 – Morning Market Briefing
Jay Powell squashed Christopher Waller's comments on Friday saying that he stilll thinks inflation is coming down, China PMIs accelerate, and Tesla d…
2 years, 7 months ago
European Doves and American Hawks | March 28, 2024 – Morning Market Briefing
European doves and American hawks, Restoration Hardware earnings, Amazon's efficiency, and the return of M&A.
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2 years, 7 months ago
Visa-Mastercard Deal, Winrevair Approval, & a Wolf in Sheep's Clothing | March 27, 2024 – Morning Market Briefing
Visa and MasterCard reach a $30 billion deal with US retailers, Merck receives FDA approval for Winrevair in the US, and why the Artisan Developing W…
2 years, 7 months ago