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Nike Cuts Top Line Guidance & Elon Musk’s Comments on Passive Investing | December 22, 2023 – Morning Market Briefing
Tom and Ben discuss the earnings report from NKE, BMY’s acquisition of Karuna Therapeutics, Elon Musk’s comments on indexing, and PCE inflation data.…
2 years, 10 months ago
Micron Sees Acceleration in Pricing & Is Inflation Making a Comeback? | December 21, 2023 – Morning Market Briefing
Tom and Ben discuss the earnings report from Micron, inflation potentially making a move to the upside, the Apple Watch ban, telecom merger talks, th…
2 years, 10 months ago
UK Inflation Data Comes in Lower than Expected & FedEx’s Underwhelming Earnings Report | December 20, 2023 – Morning Market Briefing
Tom and Andrew discuss UK inflation data coming in lower than expected, FedEx’s underwhelming earnings report, and data showing that Tesla drivers ha…
2 years, 10 months ago
More Attacks on Red Sea Vessels & A Ban on The Apple Watch Series 9 | December 19, 2023 – Morning Market Briefing
Ben discusses the continued attacks on merchant vessels in the Red Sea, Operation Prosperity Guardian, the impact of the attacks on energy prices, th…
2 years, 10 months ago
The Impact of Interest Rates | December 18, 2023 – Morning Market Briefing
Ben and Tom discuss market movements, the impact on home sales, an acquisition in the steel industry, and the week ahead.
For information on how to j…
2 years, 10 months ago
Narwhal's 2024 Outlook - Inflation, Consumer Pressure, and International Develpoment
Andrew, Ben, and Tom sit down to discuss their 2024 outlook.
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For any questions, please reach out to ahall@narwhalcapital.co…
2 years, 10 months ago
Costco Earnings Data & Factors Impacting the Market Toward Year-end | December 15, 2023 – Morning Market Briefing
Ben, Andrew, and Tom discuss the earnings report from Costco, housing data out of Lennar, Citi Group’s muni bond business going away, a record day fo…
2 years, 10 months ago
Breaking Down the Dovish Fed Meeting and the Implications Thereof | December 14, 2023 – Morning Market Briefing
Ben and Tom discuss yesterday’s dovish Fed meeting, the focus on PPI data by many Fed members, when the Fed will cut rates, the Bank of England’s rel…
2 years, 10 months ago
PPI Data Points to Slowing Inflation & A Global Shift from “Fiscal Candy to Fiscal Limits” | December 13, 2023 – Morning Market Briefing
Ben and Tom discuss PPI data that, contrary to what we saw yesterday, shows that inflation is slowing, the global transition from fiscal candy to fis…
2 years, 10 months ago
A Dive into the “Lukewarm” CPI Report & Layoff Announcements at EY and Hasbro | December 12, 2023 – Morning Market Briefing
Tom discusses the incoming CPI data that seems to be more “Lukewarm” than expected, yesterday’s disappointing short term bond auction, Oracle’s earni…
2 years, 11 months ago