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December 12, 2022 - Daily Market Briefing
Ben and Tom discuss Amgen’s talks to buy Horizon Therapeutics in a deal with north of $20 billion. Developments in Exergonic nuclear fusion show sign…
3 years, 10 months ago
December 9, 2022 - Daily Market Briefing
Andrew, Tom, and Ben discuss China’s plan to sell $108 billion in special sovereign bonds to stimulation their struggling economy. The FTC sues Micro…
3 years, 10 months ago
December 8, 2022 - Daily Market Briefing
Tom and Ben discuss Walmart CEO Doug McMillon’s comments on the average consumer at an investor conference – penny pinching up, higher-income individ…
3 years, 10 months ago
December 7, 2022 - Daily Market Briefing
Tom and Andrew discuss the GA Senate race results, as Warnock won a tightly contested runoff. Meta faces even more headwind as privacy and media regu…
3 years, 10 months ago
December 6, 2022 - Daily Market Briefing
Andrew, Ben, and Tom discuss the issues facing commercial property funds are seeing spikes in redemption requests to the extent that they are limitin…
3 years, 10 months ago
December 5, 2022 - Daily Market Briefing
Tom and Ben discuss the Fed's plans for their 12/14 meeting with expectations to see a 50bp rate hike. Shanghai reopens after the authorities ease ba…
3 years, 10 months ago
December 2, 2022 - Daily Market Briefing
Ben and Tom discuss the upcoming OPEC+ meeting, jobs data and an acceleration in wage growth, the status on the railroad strike, how today’s news imp…
3 years, 10 months ago
December 1, 2022 - Daily Market Briefing
Andrew, Tom, and Ben dive into the comments from Jay Powell, the implications of those comments, and our view of their validity. They also discuss Bi…
3 years, 10 months ago
November 30, 2022 - Daily Market Briefing
Ben, Andrew, and Tom discuss the easing (but still elevated) Eurozone inflation data, the upcoming meeting for OPEC+ and the expectation that they ke…
3 years, 10 months ago
November 29, 2022 - Daily Market Briefing
Tom and Ben discuss China's COVID protocol again, as it continues to have an impact on the markets due to the slowing of production in many areas wit…
3 years, 11 months ago