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10-Year Retreat, The State of The Economy & Big Earnings | October 24, 2023 – Morning Market Briefing
10-Year Retreat, The State of The Economy & Big Earnings | October 24, 2023 – Morning Market Briefing

Ben discussed 10-year retreats as bond shorts cover following Ackman tweet, state of the economy, & lots of earnings

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3 years ago

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10-Year Rate Crosses 5% & Upcoming Earnings | October 23, 2023 – Morning Market Briefing
10-Year Rate Crosses 5% & Upcoming Earnings | October 23, 2023 – Morning Market Briefing

Tom, Andrew, & Ben discussed 10 year rates crossing 5%, Chinese investigation into iPhone manufacturer, Disney seeing to sell Disney Star, Chevron bu…

3 years ago

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The State of Freight, Oil, & Consumer & Biden Addresses Conflicts | October 20, 2023 – Morning Market Briefing
The State of Freight, Oil, & Consumer & Biden Addresses Conflicts | October 20, 2023 – Morning Market Briefing

Tom & Ben discussed Biden addresses international conflicts, Powell discusses monetary policy, & the freight, oil, & consumer market.

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3 years ago

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U.S. Sends Aid to the Middle East & Interest Rates Jump | October 19, 2023 – Morning Market Briefing
U.S. Sends Aid to the Middle East & Interest Rates Jump | October 19, 2023 – Morning Market Briefing

Tom & Ben discussed Israel-Hamas war, Rishi Sunak in Israel, U.S. aid, explosive interest rates, & earnings for Discover, Black Stone, Tesla, & more!…

3 years ago

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Israel-Hamas War, Bond Market & Even More Earnings | October 18, 2023 – Morning Market Briefing
Israel-Hamas War, Bond Market & Even More Earnings | October 18, 2023 – Morning Market Briefing

Tom & Andrew discussed Israel-Hamas war, Biden in Israel, European CPI signals, bond market & earnings for JB Hunt, Proctor & Gamble & Travelers.

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3 years ago

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Tons of Earnings & And Economic Data | October 17, 2023 – Morning Market Briefing
Tons of Earnings & And Economic Data | October 17, 2023 – Morning Market Briefing

Tom, Ben, & Andrew discussed earnings for Johnson & Johnson, Bank of America, Goldman Sachs, Lockheed Martin, & and economic data.

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3 years ago

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Rite Aid Bankruptcy, Schwab Earnings, & Israel Updates | October 16, 2023 – Morning Market Briefing
Rite Aid Bankruptcy, Schwab Earnings, & Israel Updates | October 16, 2023 – Morning Market Briefing

Tom, Ben, & Andrew discussed Rite Aid bankruptcy, Schwab earnings, Israel updates, & China bouncing back (a little bit).

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3 years ago

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Israel Updates, Oil Prices, & United Health, JP Morgan & Blackrock Earnings | October 13, 2023 – Morning Market Briefing
Israel Updates, Oil Prices, & United Health, JP Morgan & Blackrock Earnings | October 13, 2023 – Morning Market Briefing

Ben discussed House Speaker bid, Israel updates, oil prices, & United Health, JP Morgan & BlackRock Earnings.

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3 years ago

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CPI Updates, House Speakership, & Earnings Updates | October 12, 2023 – Morning Market Briefing
CPI Updates, House Speakership, & Earnings Updates | October 12, 2023 – Morning Market Briefing

Tom, Ben, & Andrew discussed Fed Minutes, CPI updates, House Speakership, Earnings updates, & Oregon Hate Week!

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3 years ago

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Producer Price Index, Fed Updates, & Falling Rates | October 11, 2023 – Morning Market Briefing
Producer Price Index, Fed Updates, & Falling Rates | October 11, 2023 – Morning Market Briefing

Tom & Jonathan discussed Producer Price Index, Fed updates, falling rates, large banks grappling with loan write-offs, & Louis-Vuitton earnings.

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3 years ago

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