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Earnings Reports & The Hits Keep Coming for Boeing | January 24, 2024 – Morning Market Briefing
Ben discusses earnings updates from a number of companies, more negative news from Boeing, and China announces a reserve rate cut.
For information on…
2 years, 9 months ago
Bank of Japan Remains Ultra-Dovish & Earnings Reports Show Modest Economic Growth | January 23, 2024 – Morning Market Briefing
Tom and Ben discuss Japan remaining ultra-dovish, the potential ripple effects of Japan’s future policy changes, a quick dive into the Republican Pri…
2 years, 9 months ago
Blackrock Exiting Shanghai Towers Investment & Capital One in Hot Water | January 22, 2024 – Morning Market Briefing
Tom and Ben discuss Blackrock looking to sell Shanghai Towers at a discount, ADM’s decision to place the CFO on administrative leave, Tesla’s robotic…
2 years, 9 months ago
JBHT Shows Signs of Life in a Tough Freight Market | January 19, 2024 – Morning Market Briefing
Ben dives deep into earnings from JBHT, the read-through of these earnings on the freight market and the economy as a whole, the massive insurance he…
2 years, 9 months ago
Near-Term Rate Cuts Looking Less Likely & A Bevy of Earnings Reports | January 18, 2024 – Morning Market Briefing
Ben and Tom discuss interest rates, the recent retail sales data, the likelihood of near-term rate cuts, earnings from TSMC, Fastenal, Richemont, Hum…
2 years, 9 months ago
Fed Commentary Taken as “Hawkish” by the Market | January 17, 2024 – Morning Market Briefing
Ben discusses the Fed talk that was taken very hawkish by the market, economic data out of China, and the Spirit Airline & Jet Blue deal that is fall…
2 years, 9 months ago
Red Sea Tensions Continue to Escalate & The Fed Discussing a Slowdown in QT | January 16, 2024 – Morning Market Briefing
Tom, Ben, and Andrew discuss more tension in the Red Sea as American ships have been deemed fair game by terrorists, oil unaffected by the conflict, …
2 years, 9 months ago
Red Sea Conflict Escalates, A Complicated Inflation Picture, & Bank Earnings | January 12, 2024 – Morning Market Briefing
Tom and Andrew discuss the US and UK’s retaliation in response to terrorist attacks on Red Sea ships, PPI data leads to more confusion in the inflati…
2 years, 10 months ago
A Hot CPI Report & Hertz Reduces their EV Fleet | January 11, 2024 – Morning Market Briefing
Tom and Ben discuss the Hertz decision to reduce their EV fleet by 1/3, the CPI data that shows an inflationary uptick, and a quick plug for our Febr…
2 years, 10 months ago
The SEC’s Bitcoin Flub & Boeing Fallout | January 10, 2024 – Morning Market Briefing
Ben, Tom, and Andrew discuss the SEC’s flub surrounding Bitcoin approval, the Boeing fallout, and Howard Marks.
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2 years, 10 months ago