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ISM Manufacturing Improves + OpenAI Wants to Give the US Government 5% of the Company | July 2, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the ISM Manufacturing report showing improving new orders and a shift toward hiring while prices moderate, alongside com…
3 months, 3 weeks ago
Jobs Data Under the Microscope: ADP, JOLTS Surprise + Warsh's Global Central Bank Panel | July 1, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss today's ADP jobs print with a 120K estimate, yesterday's JOLTS surprise beat at 7.594 million that seems suspiciously co…
3 months, 3 weeks ago
Supreme Court Rules Lisa Cook Stays at the Fed + Citi & BofA Call a Market Top | June 30, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Supreme Court ruling that Fed Governor Lisa Cook can stay in her job for now with Chief Justice Roberts defending ce…
3 months, 3 weeks ago
Comcast +20% on NBC Spinoff, Korea Bets $880B on AI Chips, Hormuz Fighting Resumes | June 29, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Comcast's 20% surge on the announced spinoff of NBCUniversal and Sky from its cable business, Korea's plan to orchestrat…
3 months, 3 weeks ago
OpenAI's $1T IPO Delayed to 2027 + Apple, Microsoft Raise Prices on Memory Crunch | June 26, 2026 – Morning Market Briefing
Ben and Tom discuss OpenAI delaying its $1 trillion IPO to 2027 as bankers cite tech volatility and the post-SpaceX retail enthusiasm hangover, the r…
4 months ago
Micron Pops 19% on Insane AI Memory Demand + Trump's $88B Iran/Farmer/Ebola Ask | June 25, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Micron's blowout quarter with revenue up 346% to $41.5 billion, 84.9% gross margin, and DRAM/NAND supply now constrained…
4 months ago
Oil Heads to the $60s but Rates Won't Budge + South America's Right-Wing Sweep | June 24, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss oil's drop toward the $60s with WTI at $71.93 and Brent at $75.70 while the 10-year stubbornly holds at 4.48%, Trump dir…
4 months ago
AI Volatility Returns: Korea Halts Trading, Oracle Sheds 21K Jobs, Adoption Slows | June 23, 2026 – Morning Market Briefing
Ben and Tom discuss the return of AI volatility with Korea's stock market crashing 10% and triggering a 20-minute trading halt on forced ETF liquidat…
4 months ago
Iran-US Report "Major Progress" in Talks After Strait Re-Closes | June 22, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss UK Prime Minister Keir Starmer's resignation paving the way for socialist Andy Burnham as the favorite to succeed him in…
4 months ago
Warsh Shakes Up the Fed: No More Forward Guidance, Dollar Soars | June 18, 2026 – Morning Market Briefing
Andrew and Ben discuss Kevin Warsh's first Fed meeting ending forward guidance and launching task forces on communication and data quality, the massi…
4 months, 1 week ago