EPISODE · Nov 22, 2023 · 23 MIN
NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing
from The Morning Market Briefing · host Narwhal Capital Management
Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum” of inflation and growth, and the Fed’s potential response to all these inputs. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
What this episode covers
Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum” of inflation and growth, and the Fed’s potential response to all these inputs. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefingsPlease see disclosures:https://www.narwhalcapital.com/disclosure
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NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing
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