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Earnings Updates & Signs of Life in China | February 8, 2024 – Morning Market Briefing
Ben and Tom discuss earnings updates on Maersk, Unilever, Arm, and Disney, signs of life in China, and yesterday’s 10-year bond auction.
For informa…
2 years, 9 months ago
Takeaways from an Evening with Kevin Warsh, Fed Chairman Finalist and Father of QE | February 7, 2024 – Morning Market Briefing
Ben and Tom discuss earnings from CVS, CINF, Chipotle, and SNAP, the streaming sports app deal between Disney/Fox/WB, and takeaways from an evening w…
2 years, 9 months ago
Earnings Data from Narwhal Holding Eli Lilly & The Hertz Debacle | February 6, 2024 – Morning Market Briefing
Ben and Tom discuss the drone attack in Kuwait, earnings data from Eli Lilly, the Hertz debacle, the massive ISM Services report showing sticky infla…
2 years, 9 months ago
Blockbuster Jobs Report Could Continue to Delay Rate Cuts | February 5, 2024 – Morning Market Briefing
Ben and Tom discuss earnings from Caterpillar and McDonald’s, a blockbuster jobs report including accelerating average hourly earnings, the impact of…
2 years, 9 months ago
Earnings from Mega-Caps Including AAPL, AMZN, and META | February 2, 2024 – Morning Market Briefing
Andrew and Super-Producer Hicks discuss today’s (and yesterday’s) top stories including Punxsutawney Phil predicting an early spring, the commentary …
2 years, 9 months ago
Previewing Today’s Fed Meeting & Mega-Cap Earnings Results | January 31, 2024 – Morning Market Briefing
Tom and Ben discuss the read for today’s Fed meeting, the Saudi Aramco announcement hurting oil servicers, Walmart stock split, and earnings from tec…
2 years, 9 months ago
The Market Searches for Positive News on the Inflation Front & More Earnings Data | January 30, 2024 – Morning Market Briefing
Tom and Andrew discuss the JOLTs report coming out at 10:30, the market’s reaction to the announcement that the US is selling fewer treasuries, and e…
2 years, 9 months ago
US Servicemen Killed in Jordan & Breaking Down the Upcoming Fed Meeting | January 29, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss the US servicemen that were killed in Jordan, the upcoming Fed meeting, and a bevy of earnings this week.
For informatio…
2 years, 9 months ago
Weak Earnings from Intel & The Luxury Consumer Remains Strong | January 26, 2024 – Morning Market Briefing
Tom discusses the PCE data, with core PCE coming in slightly better than expected, yesterday’s ECB meeting, the revenue miss and weak guide from INTC…
2 years, 9 months ago
GDP Comes in Hot & Tesla Shares Slide on Slowing Sales | January 25, 2024 – Morning Market Briefing
Tom discusses GDP that comes in hot at 3.3%, an uptick in Initial Jobless Claims, Tesla’s slowing sales, NOW’s strong earnings, CSX’s strong executio…
2 years, 9 months ago