All Episodes

Ben Bernanke Joins Anthropic & Israel Warns of Iran Plot to Assassinate Trump | July 10, 2026 – Morning Market Briefing

War Escalates: Iran Hits US Bases, Russia Bans Diesel + SK Hynix IPO 7x Oversubscribed | July 9, 2026 – Morning Market Briefing

"Cut Out the Cancer": Trump Ends Iran Deal, Oil Rips, Yields Spike + FOMC Preview | July 8, 2026 – Morning Market Briefing

Samsung Down 10% Despite 150% Growth, KOSPI Circuit Breaker + Toyota Moves Tacoma to Texas | July 7, 2026 – Morning Market Briefing

Memory Chips Rip Again + Broadcom Wins Apple ASIC Deal Through 2031 | July 6, 2026 – Morning Market Briefing

ISM Manufacturing Improves + OpenAI Wants to Give the US Government 5% of the Company | July 2, 2026 – Morning Market Briefing

Jobs Data Under the Microscope: ADP, JOLTS Surprise + Warsh's Global Central Bank Panel | July 1, 2026 – Morning Market Briefing

Supreme Court Rules Lisa Cook Stays at the Fed + Citi & BofA Call a Market Top | June 30, 2026 – Morning Market Briefing

Comcast +20% on NBCU Spinoff, Korea Bets $880B on AI Chips, Hormuz Fighting Resumes | June 29, 2026 – Morning Market Briefing

OpenAI's $1T IPO Delayed to 2027 + Apple, Microsoft Raise Prices on Memory Crunch | June 26, 2026 – Morning Market Briefing

Micron Pops 19% on Insane AI Memory Demand + Trump's $88B Iran/Farmer/Ebola Ask | June 25, 2026 – Morning Market Briefing

Oil Heads to the $60s but Rates Won't Budge + South America's Right-Wing Sweep | June 24, 2026 – Morning Market Briefing

AI Volatility Returns: Korea Halts Trading, Oracle Sheds 21K Jobs, Adoption Slows | June 23, 2026 – Morning Market Briefing

Iran-US Report "Major Progress" in Talks After Strait Re-Closes | June 22, 2026 – Morning Market Briefing

Warsh Shakes Up the Fed: No More Forward Guidance, Dollar Soars | June 18, 2026 – Morning Market Briefing

Warsh's First Fed Meeting + UAE to End Hormuz Dependency, Retail Sales Preview | June 17, 2026 – Morning Market Briefing

EU Approves US Trade Deal at 15% Tariffs, BOJ Hikes Without Ueda + Andrew on Elon | June 16, 2026 – Morning Market Briefing

Strait of Hormuz Reopens, Oil Drops to $80 + Warsh Wants Less Fed Guidance | June 15, 2026 – Morning Market Briefing

SpaceX IPO Goes Live, Power Emergency Hits the Southeast, & Iran Deal Takes Shape | June 12, 2026 – Morning Market Briefing

Oracle Tanks 8% on $90B CapEx Blowout + ECB Hikes for First Time Since 2023 | June 11, 2026 – Morning Market Briefing

AI Cash Crunch Hits SMCI, OpenAI, Perplexity as Iran Deal Hangs by a Thread | June 10, 2026 – Morning Market Briefing

China's $295B AI Buildout Squeezes Out Nvidia + OpenAI's IPO Race to Catch Anthropic | June 9, 2026 – Morning Market Briefing

Bond Traders Bet on a 4.3% CPI Surge: What It Means for Markets After Korea's Circuit Breaker | June 8, 2026 – Morning Market Briefing

Zelensky's Open Letter to Putin + SpaceX Denied S&P 500 Entry | June 5, 2026 – Morning Market Briefing

Netflix Uses AI to Solve Content Overload + Bibi Threatens to Restart War | June 4, 2026 – Morning Market Briefing

SpaceX IPO Targets $1.75T Valuation + New Tariffs Tied to Slave Labor | June 3, 2026 – Morning Market Briefing

Google Raises $80B in Equity to Fund AI CapEx – Who's Next, MSFT or ORCL? | June 2, 2026 – Morning Market Briefing

Berkshire Buys Taylor Morrison for $6.8B + Nvidia RTX Spark Superchip Disrupts Intel | June 1, 2026 – Morning Market Briefing

Dell Blockbuster Earnings + Impact of IPOs| May 29, 2026 – Morning Market Briefing

PCE Inflation & Meta Releases Premium Features | May 28, 2026 – Morning Market Briefing

AI Mints More Trillion-Dollar Stocks: SK Hynix, Micron, Eli Lilly | May 27, 2026 – Morning Market Briefing

Markets Swing on Iran Deal Progress, Oil Drops to Low $90s, 10-Year Back to 4.50% | May 26, 2026 – Morning Market Briefing

Economic Data Softens as Iran War Bites + Kevin Warsh Sworn In as Fed Chair Today | May 22, 2026 – Morning Market Briefing

Quantum Computing Gets Federal Boost & Nvidia Eyes $200B CPU Market with Vera Rubin | May 21, 2026 – Morning Market Briefing

Trump Wins Big in Primaries + Target's Q1 Blowout Signals Resilient Consumer | May 20, 2026 – Morning Market Briefing

Google & Blackstone Form $25B AI Cloud Venture + Trump Rx Partners With Mark Cuban | May 19, 2026 – Morning Market Briefing

NextEra’s $66B Deal for Dominion Energy; Bond Sell-Off Deepens After UAE Drone Strike | May 18, 2026 – Morning Market Briefing

Oil Rises + Trump Back from China | May 15, 2026 – Morning Market Briefing

Cisco's $5B AI Surge & Hyperscale Demand; Trump and Tech CEOs Meet Xi in Beijing | May 14, 2026 – Morning Market Briefing

PPI Surges + Trump & Friends Fly to China | May 13, 2026 – Morning Market Briefing

CPI Comes in HOT + Home Sellers Outnumber Buyers by Record 630k | May 12, 2026 – Morning Market Briefing

Trump Rejects Iran Demands Ahead of Xi Summit | May 11, 2026 – Morning Market Briefing

DOJ Probes NFL Antitrust Exemption + Lime Scooters IPO | May 8, 2026 – Morning Market Briefing

M&A Lawyers Charged in Insider Trading Ring + Hantavirus Outbreak | May 7, 2026 – Morning Market Briefing

Nvidia's $500M Investment in Corning + Why Memory Prices Keep Going Up | May 6, 2026 – Morning Market Briefing

Iran Fires on US Warships + Ryan Cohen’s Wild $56B eBay Strategy | May 5, 2026 – Morning Market Briefing

Spirit Airlines Ceases Operations + GameStop Launches Bid for eBay | May 4, 2026 – Morning Market Briefing

Trump CUTS British Whisky Tariffs + Elon Musk Testifies Against OpenAI | May 1, 2026 – Morning Market Briefing

Powell’s Final Fed Meeting + White House Blocks Anthropic's Mythos Expansion Plan | April 30, 2026 – Morning Market Briefing

UAE Abandons OPEC After 60 Years + What It Means for Oil Prices | April 29, 2026 – Morning Market Briefing

OpenAI Misses Revenue Targets + Why You Can’t Beat the Polymarket Bots | April 28, 2026 – Morning Market Briefing

China Halts Meta’s $2B Acquisition + White House Correspondents’ Dinner Shooting | April 27, 2026 – Morning Market Briefing

Out With The Old: Microsoft & Meta Purge Veterans While Deloitte Cuts Perks | April 24, 2026 – Morning Market Briefing

Lululemon’s New CEO Drama + The Potential $500M Spirit Airlines Takeover | April 23, 2026 – Morning Market Briefing

Kevin Warsh’s Independence Test: Is the Fed Responsible for Its Own Failures? | April 22, 2026 – Morning Market Briefing

Tim Cook Steps Down: Why Engineer John Ternus is Apple’s Next Pick | April 21, 2026 – Morning Market Briefing

Trump’s "Jimmy Carter" Fear: Why the US is Avoiding Kharg Island | April 20, 2026 – Morning Market Briefing

Tech Turnover: Reed Hastings Steps Down & Apple Executives Flee | April 17, 2026 – Morning Market Briefing

NYC’s $5M Pied-à-Terre Tax & The 2029 "Free Grocery" Delay | April 16, 2026 – Morning Market Briefing

Trump: Iran War "Very Close to Over" & Bessent’s Plan for the Fed | April 15, 2026 – Morning Market Briefing

PPI Revisions Point to Decreasing Inflation + Bank Earnings | April 14, 2026 – Morning Market Briefing

US Iran Negotiations Fail & Goldman's Growth | April 13, 2026 – Morning Market Briefing

CPI Data & Howard Marks' Latest Memo | April 10, 2026 – Morning Market Briefing

Hormuz Gridlock Persists While Trump Eyes Next Conquest | April 9, 2026 – Morning Market Briefing

World Peace? Iran Agrees to Ceasefire | April 8, 2026 – Morning Market Briefing

AI Usage is Accelerating & Iran Peace Proposal | April 7, 2026 – Morning Market Briefing

The Easter Tweet & Citrini's Visit to Hormuz | April 6, 2026 – Morning Market Briefing

Trump's Iran Address Recap | April 2, 2026 – Morning Market Briefing

Ben is BACK & Covid Bubbles Burst | April 1, 2026 – Morning Market Briefing

Trump Signals Willingness to End the War & Hegseth in Hot Water | March 31, 2026 – Morning Market Briefing

Sunbelt Investor Day Recap & Iran Update | March 30, 2026 – Morning Market Briefing

Energy Strike PAUSE: Trump’s 10-Day Window for Iran & DHS Funding Progress | March 27, 2026 – Morning Market Briefing

Iran's 5 Conditions For Ending the War & Andrew's 5 Market Reaction Scenarios | March 26, 2026 – Morning Market Briefing

US Lays Out 15-Point Plan as Iran Opens Hormuz to Non-Hostile Ships | March 25, 2026 – Morning Market Briefing

Saudia Arabia Moves Closer to Joining the War & Update on DHS Funding Deal | March 24, 2026 – Morning Market Briefing

Air Travel Troubles & Consequences of Higher Oil Prices | March 23, 2026 – Morning Market Briefing

Why Homruz Must Be Opened This Weekend | March 20, 2026 – Morning Market Briefing

Are There Any Vibes Left? Peak Market Apathy | March 19, 2026 – Morning Market Briefing

Oil Prices Decline & 20-Year Auction Surprises | March 18, 2026 – Morning Market Briefing

Nvidia Eyes $1T in Sales as SEC Proposes to Eliminate Quarterly Reporting | March 17, 2026 – Morning Market Briefing

Meta Slashes 20% of Staff to Fund $27B Nebius AI Contract | March 16, 2026 – Morning Market Briefing

Mines in the Strait of Hormuz & PCE Data Reaction | March 13, 2026 – Morning Market Briefing

Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing

CPI Comes in Flat & New US Oil Refinery | March 11, 2026 – Morning Market Briefing

Is Trump Ending The Iran War Sooner Than Later? | March 10, 2026 – Morning Market Briefing

Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing

Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing

ISM Services Accelerates & Strong Broadcom Earnings | March 5, 2026 – Morning Market Briefing

Yesterday's Market & The Fed's Refusal to Cut | March 4, 2026 – Morning Market Briefing

Why Bonds are Selling Off & Private Credit Fund Redemptions | March 3, 2026 – Morning Market Briefing

The War on Iran & ISM Manufacturing | March 2, 2026 – Morning Market Briefing

Block Lays of 40% of Workforce & Hotter Than Expected PPI | February 27, 2026 – Morning Market Briefing

Nvidia FLAT After Earnings & Is Freight Going to Rebound? | February 26, 2026 – Morning Market Briefing

State of the Union Highlights + Consumer Confidence Improves | February 25, 2026 – Morning Market Briefing

Citrini Report Hits Stocks & JPM Investor Day | February 24, 2026 – Morning Market Briefing

Tariff Change Impact & Chaos in Puerto Vallarta | February 23, 2026 – Morning Market Briefing

A Discussion with Amy O'Dell – Founder & CEO of Jacob's Ladder

GDP Data & How Bad is Private Credit? | February 20, 2026 – Morning Market Briefing

The Fed Leans Hawkish & Earnings Surprise the Market | February 19, 2026 – Morning Market Briefing

Japan's $550B US Investment Kicks Off & Why US Inflation Feels Sticky | February 18, 2026 – Morning Market Briefing

Elliot Management's Stake in Norwegian & Anthropic's AI Guardrails | February 17, 2026 – Morning Market Briefing

Inflation LOWER Than Expected – Are Rate Cut Expectations Cooling Off? | February 13, 2026 – Morning Market Briefing

Jobless Claims HIGHER Than Expected – Is Unemployment Really 5%? | February 12, 2026 – Morning Market Briefing

+130K Jobs Surprise & Legislation to Break Up Big Medicine | February 11, 2026 – Morning Market Briefing

Costco Non-Food Sales Accelerate + NFIB Optimism Holds Strong | February 10, 2026 – Morning Market Briefing

Big Week: CPI to 2.5% Low? Jobs Report Miss? – What It Means for Markets | February 9, 2026 – Morning Market Briefing

Howard Marks on AI Bubble + Stellantis $26B EV Wipeout | February 6, 2026 – Morning Market Briefing

Scott Bessent Testimony CHAOS & Google's BIG Earnings Blowout | February 5, 2026 – Morning Market Briefing

AI Self-Cannibalization: Why SaaS is Getting Smashed | February 4, 2026 – Morning Market Briefing

Elon Musk's $1.25 TRILLION Mega-Merger: SpaceX Buys xAI | February 3, 2026 – Morning Market Briefing

Shutdown Deal Progresses as Nvidia Is Rumored to Pull Back on AI Funding | February 2, 2026 – Morning Market Briefing

Trump Nominates Kevin Warsh as Fed Chair | January 30, 2026 – Morning Market Briefing

Gold: Speculative Asset or Store of Value? | January 29, 2026 – Morning Market Briefing

Markets Brace for the Fed, Amazon Cuts Jobs, and Trump De-Escalates | January 28, 2026 – Morning Market Briefing

Shutdown Risk Rises as Markets Digest Durable Goods & Dollar Moves | January 26, 2026 – Morning Market Briefing

Mixed Earnings as BOJ Kicks Off Global Central Bank Meetings | January 23, 2026 – Morning Market Briefing

Fed Uncertainty Grows as Winter Storm Fern Hits Markets | January 22, 2026 – Morning Market Briefing

Earnings Season Reality Check: Did Analysts Set the Bar Too High? | January 21, 2026 – Morning Market Briefing

Tariff Threats Return as Europe Weighs Retaliation | January 20, 2026 – Morning Market Briefing

High-Yield Savings Rates Are Falling — Where to Put Your Cash | January 16, 2026 – Morning Market Briefing

Saks Files for Bankruptcy as Bank Earnings Roll In | January 15, 2026 – Morning Market Briefing

Mortgage Applications Surge & November PPI Accelerates | January 14, 2026 – Morning Market Briefing

CPI Comes in Cold & Small Business Optimism Jumps | January 13, 2026 – Morning Market Briefing

DOJ Serves Jay Powell & Trump Pushes Credit Card Rate Caps | January 12, 2026 – Morning Market Briefing

Will Tariffs Be Refunded & $200B US Mortgage Bond Buyback | January 9, 2026 – Morning Market Briefing

Trump Attacks Defense Companies & Apple Card Heads to JPMorgan | January 8, 2026 – Morning Market Briefing

Rubio Pushes to Buy Greenland & Mobileye Acquires Mentee | January 7, 2026 – Morning Market Briefing

Nvidia Unveils Alpamayo & ISM Manufacturing Roughly In Line | January 6, 2026 – Morning Market Briefing

Maduro Captured & the U.S. Takes the Helm in Venezuela | January 5, 2026 – Morning Market Briefing

What Surprised People in 2025 & What They’re Overlooking for 2026 | December 31, 2025 – Morning Market Briefing

Meta Eyes Manus Acquisition & Dallas Fed Observations | December 30, 2025 – Morning Market Briefing

Nvidia Acquires Groq & Ukraine Peace Talks | December 29, 2025 – Morning Market Briefing

Geopolitical Update & Q3 GDP Exceeds Expectations | December 23, 2025 – Morning Market Briefing

Apollo Scales Back Risk & Chicago Raises Property Taxes | December 22, 2025 – Morning Market Briefing

Nike China Sales Plunge & Yen Weakens Despite BOJ Rate Hikes | December 19, 2025 – Morning Market Briefing

CPI Comes in Cooler Than Expected & Micron Crushes Earnings | December 18, 2025 – Morning Market Briefing

OpenAI Secures $10B from Amazon & UK Inflation Falls | December 17, 2025 – Morning Market Briefing

October–November Jobs Reports & Ford Scales Back EV Plans | December 16, 2025 – Morning Market Briefing

iRobot Files for Bankruptcy & ServiceNow’s Latest Acquisition | December 15, 2025 – Morning Market Briefing

Lululemon CEO to Step Down, While Earnings Come In Strong | December 12, 2025 – Morning Market Briefing

Takeaways From Yesterday’s Fed Meeting & Oracle Results | December 11, 2025 – Morning Market Briefing

Fed Decision Day: Will the Fed Cut Rates? | December 10, 2025 – Morning Market Briefing

Nvidia H200 Cleared for China | December 9, 2025 – Morning Market Briefing

IBM Nears $11B Confluent Deal & Trump’s Farm-Aid Program | December 8, 2025 – Morning Market Briefing

Warner Bros. Begins Exclusive Deal Talks with Netflix | December 5, 2025 – Morning Market Briefing

Trump Signals Support for "Cute" Japanese Kei Cars | December 4, 2025 – Morning Market Briefing

More Cautious Consumer Spending & The Dell Family Donation | December 3, 2025 – Morning Market Briefing

Code Red at OpenAI & Mixed ISM Manufacturing Report | December 2, 2025 – Morning Market Briefing

Black Friday Sales & Central Bank Rate Cuts | December 1, 2025 – Morning Market Briefing

Urban Outfitters Posts Strong Earnings & Nvidia Continues to Play Defense | November 26, 2025 – Morning Market Briefing

Ukraine Agrees to Potential Peace Deal & Meta to Use Alphabet's TPUs | November 25, 2025 – Morning Market Briefing

Bessent Speaks on Inflation & Russia/Ukraine Peace Deal Progress | November 24, 2025 – Morning Market Briefing

Market Sell-Off Continues & Gap Earnings | November 21, 2025 – Morning Market Briefing

Nvidia Shocks the Market with an Earnings Beat | November 20, 2025 – Morning Market Briefing

Saudi Arabia Commits Nearly $1 Trillion in US Investment | November 19, 2025 – Morning Market Briefing

What to Make of the Market Sell-Off | November 18, 2025 – Morning Market Briefing

Tim Cook Preparing to Step Down as Apple CEO | November 17, 2025 – Morning Market Briefing

Yesterday's Market & Portable Mortgages | November 14, 2025 – Morning Market Briefing

Government Shutdown Ends & Michael Burry Closes Shop | November 13, 2025 – Morning Market Briefing

Bessent Says Tariff Relief on Fruit and Coffee is Coming | November 12, 2025 – Morning Market Briefing

Senate Passes Shutdown Deal & NFIB Small Business Optimism | November 11, 2025 – Morning Market Briefing

Visa/Mastercard Nearing Settlement with Merchants & Shutdown Progress | November 10, 2025 – Morning Market Briefing

Record $5.53 Trillion in MMF | November 7, 2025 – Morning Market Briefing

Tariff Hearings in the Supreme Court & Apple's Deal with Google for AI Siri | November 6, 2025 – Morning Market Briefing

NYC Mayoral Election Results | November 5, 2025 – Morning Market Briefing

Local Election Day Across the US & ISM Manufacturing Suggests Lower Inflation | November 4, 2025 – Morning Market Briefing

Alphabet Selling Euros to Fund AI Expansion & China Deal Update | November 3, 2025 – Morning Market Briefing

Money 20/20 Conference: The Morning Market Briefing LIVE – Leveraging a Firm Podcast to Educate Clients and Build Trust

Apple, Amazon Earnings & More Private Credit Fraud | October 31, 2025 – Morning Market Briefing

Trump Meets with Xi & Big Tech Earnings | October 30, 2025 – Morning Market Briefing

LIVE From Las Vegas: Nvidia's New Partnerships & US-Japan Trade Deal | October 29, 2025 – Morning Market Briefing

LIVE From Las Vegas: Amazon Job Cuts & UPS Crushes Earnings | October 28, 2025 – Morning Market Briefing

LIVE From Las Vegas: Argentina Elections & Apple's Plan for More Ads | October 27, 2025 – Morning Market Briefing

Trump Terminates Canada Trade Talks & CPI Comes in Cold | October 24, 2025 – Morning Market Briefing

Sanctions on Russian Oil Companies & Tesla Earnings | October 23, 2025 – Morning Market Briefing

US-India Deal Seems Likely & UK Inflation | October 22, 2025 – Morning Market Briefing

US Army Meets with Private Equity | October 21, 2025 – Morning Market Briefing

Why Do We Own These Companies | October 20, 2025 – Morning Market Briefing

Bad Loans & The Dangers of Alternative Fixed Income | October 17, 2025 – Morning Market Briefing

Beige Book Overview & A Comeback in U.S. Manufacturing | October 16, 2025 – Morning Market Briefing

AI Company Updates & Bank Earnings Reports | October 15, 2025 – Morning Market Briefing

Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing

Market Sell-Off and Rebound | October 13, 2025 – Morning Market Briefing

AI Trade is Back On | October 10, 2025 – Morning Market Briefing

New Prime Minister in France and First Brands Bankruptcy | October 9, 2025 – Morning Market Briefing

Oracle's AI Cloud Business and Fed Minutes | October 8, 2025 – Morning Market Briefing

Tesla News and Constellation Brands Earnings | October 7, 2025 – Morning Market Briefing

Political Unrest - Another Prime Minister Resignation in France | October 6, 2025 – Morning Market Briefing

CFA Meeting Recap: Is Stagflation Ahead? | October 3, 2025 – Morning Market Briefing

Shutdown Negotiations Continue & Mixed ISM Manufacturing Report | October 2, 2025 – Morning Market Briefing

TrumpRx & the US Government Shuts Down | October 1, 2025 – Morning Market Briefing

US Proposal for Israel-Gaza Peace | September 30, 2025 – Morning Market Briefing

Strategic M&A Continues & Potential Government Shutdown | September 29, 2025 – Morning Market Briefing

August PCE Data Points to Strong Consumer Spending | September 26, 2025 – Morning Market Briefing

Breaking Down Miran’s Interest Rate Comments & Yesterday's CFA Meeting | September 25, 2025 – Morning Market Briefing

Micron Crushes Earnings & Trump at the UN General Assembly | September 24, 2025 – Morning Market Briefing

Autism Announcement & Nvidia Investing up to $100B in OpenAI | September 23, 2025 – Morning Market Briefing

Pfizer’s Latest Deal & New H-1B Rules | September 22, 2025 – Morning Market Briefing

Housing Insights from Lennar & BOJ Leaves Rates Unchanged | September 19, 2025 – Morning Market Briefing

The Fed Cuts Rates & Nvidia Pours $5B into Intel | September 18, 2025 – Morning Market Briefing

TikTok Deal Framework Leaks & Pharma Companies Invest in the US | September 17, 2025 – Morning Market Briefing

Global Tensions and Market Impact Ahead of the Fed Meeting | September 16, 2025 – Morning Market Briefing

US-China Talks Continue & German Election Results | September 15, 2025 – Morning Market Briefing

Next Week's Fed Meeting: Will We Get a Cut? | September 12, 2025 – Morning Market Briefing

Our Reflections on Charlie Kirk's Assassination | September 11, 2025 – Morning Market Briefing

Oracle's Plan to Lead AI for the Enterprise & PPI Comes in Cold | September 10, 2025 – Morning Market Briefing

France Fires Their Prime Minister & Apple Event Preview | September 9, 2025 – Morning Market Briefing

Bessent Blasts the Fed in Latest Articles | September 8, 2025 – Morning Market Briefing

Lululemon Flops on Earnings & ISM Services | September 5, 2025 – Morning Market Briefing

JOLTS Report & Stephan Miran Facing Senate Confirmation | September 4, 2025 – Morning Market Briefing

Google Dodges the Antitrust Bullet | September 3, 2025 – Morning Market Briefing

Kraft Heinz is Splitting Up & Eurozone Inflation | September 2, 2025 – Morning Market Briefing

The College Football Preview | August 29, 2025 – Morning Market Briefing

Nvidia Earnings & Mexico to Increase Tariffs on China | August 28, 2025 – Morning Market Briefing

India Tariffs Jump to 50% & Record Levels of Share Buybacks | August 27, 2025 – Morning Market Briefing

Lisa "The Fraudster" Cook is Fired | August 26, 2025 – Morning Market Briefing

US Takes Stake in Intel & Chili's is Back | August 25, 2025 – Morning Market Briefing

Nvidia Halts H20 Production & Jackson Hole Preview | August 22, 2025 – Morning Market Briefing

Fed Governer Lisa Cook Under Fire & Initial Jobless Claims | August 21, 2025 – Morning Market Briefing

Target Taps COO to Lead Turnaround & Truist's Bold New Strategy | August 20, 2025 – Morning Market Briefing

Trump Pushing for a "Trilat" with Zelensky and Putin | August 19, 2025 – Morning Market Briefing

Zelensky Returns to DC to Meet with Trump and European Leaders | August 18, 2025 – Morning Market Briefing

The US Takes Stake in Intel & Retail Sales | August 15, 2025 – Morning Market Briefing

PPI Comes in Hotter than Expected | August 14, 2025 – Morning Market Briefing

Perplexity Offers to Buy Google Chrome & Yesterday's Rally | August 13, 2025 – Morning Market Briefing

Small Business Optimism Rises & CPI Remains Steady | August 12, 2025 – Morning Market Briefing

AMD & Nvidia to Pay 15% China Revenue to the US | August 11, 2025 – Morning Market Briefing

Meta Lands Funding Deal with Pimco and Blue Owl | August 8, 2025 – Morning Market Briefing

Apple $600 Investment Announcement & 100% Tariffs on Semiconductors | August 7, 2025 – Morning Market Briefing

Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing

San Francisco Fed President Mary Daly Calls for Cuts | August 5, 2025 – Morning Market Briefing

BLS Director Erika McEntarfer Fired | August 4, 2025 – Morning Market Briefing

July Jobs Fall Short of Expectations | August 1, 2025 – Morning Market Briefing

"Too Late" Powell Leaves Rates Unchanged | July 31, 2025 – Morning Market Briefing

GDP Jumps to 3% & Consumer Confidence Increases | July 30, 2025 – Morning Market Briefing

Trump Floats Patent System Overhaul & Fed Preview | July 29, 2025 – Morning Market Briefing

EU Tariff Deal and an Update on Tariff Revenue | July 28, 2025 – Morning Market Briefing

Trump Tours Federal Reserve Building & More M&A Activity | July 25, 2025 – Morning Market Briefing

ECB Keeps Rates Steady & Trump AI Action Plan | July 24, 2025 – Morning Market Briefing

Japan to Invest $550b in the US | July 23, 2025 – Morning Market Briefing

Coca-Cola, Philip Morris, & General Motors Earnings | July 22, 2025 – Morning Market Briefing

Bank Earnings, Pressure on the Fed, & Atlanta's Growth | July 21, 2025 – Morning Market Briefing

United Pacific in Talks to Buy Norfolk Southern | July 18, 2025 – Morning Market Briefing

Voting Age in UK Lowered & EU Fighting US Tariffs | July 17, 2025 – Morning Market Briefing

Indonesia Trade Deal & 401(k) Private Investments | July 16, 2025 – Morning Market Briefing

CPI Comes in Slightly Cold & Nvidia Exporting Chips to China | July 15, 2025 – Morning Market Briefing

U.S. June Budget Surplus & Crypto Week in Congress | July 14, 2025 – Morning Market Briefing

U.S. Selling Weapons to NATO & Narwhal Relay Race | July 11, 2025 – Morning Market Briefing

Long-Bond Interest Rates Fall & Ferrero to Buy Kellogg | July 10, 2025 – Morning Market Briefing

Trump Threatens 50% Tariffs on Copper & 200% on Pharmaceuticals | July 9, 2025 – Morning Market Briefing

Tariff Letters Sent & Small Business Optimism Remains Steady | July 8, 2025 – Morning Market Briefing

What the One Big Beautiful Bill Means for You | July 7, 2025 – Morning Market Briefing

We Went Nuclear: A Special on Iran-U.S. Relations

Jobs Come in Hot & More Trade Deals | July 3, 2025 – Morning Market Briefing

BBB Passes Through Senate & Constellation Earnings | July 2, 2025 – Morning Market Briefing

First Half of 2025 in Review & BBB Update | July 1, 2025 – Morning Market Briefing

Canada Backs Off Digital Services Tax | June 30, 2025 – Morning Market Briefing

Big Beautiful Bill & Trade Deal Update | June 27, 2025 – Morning Market Briefing

Fed Cuts Supplementary Leverage Ratio & Micron Earnings | June 26, 2025 – Morning Market Briefing

Recaping Powell's Day in Congress & NYC Mayoral Primary | June 25, 2025 – Morning Market Briefing

"Too Late" Jerome Powell Continues to Face Scrutiny | June 24, 2025 – Morning Market Briefing

US Strikes Iran Nuclear Sites | June 23, 2025 – Morning Market Briefing

Fed Meeting Summary | June 20, 2025 – Morning Market Briefing

Trump Weighs Israel/Iran Options | June 18, 2025 – Morning Market Briefing

G-7 Summit & 20-Year Bond Auction Results | June 17, 2025 – Morning Market Briefing

Oil Prices Rise Amid Conflict | June 16, 2025 – Morning Market Briefing

Israel Strikes Iran & Restoration Hardware Earnings | June 13, 2025 – Morning Market Briefing

PPI Comes in Cold & Iran's Nuclear Push | June 12, 2025 – Morning Market Briefing

Robotaxis & China Truce | June 11, 2025 – Morning Market Briefing

China Trade Update & Pod Talk | June 10, 2025 – Morning Market Briefing

Schwab Conference Recap | June 9, 2025 – Morning Market Briefing

Elon vs. Trump & Lululemon Earnings | June 6, 2025 – Morning Market Briefing

Mixed ISM Services Report | June 5, 2025 – Morning Market Briefing

Steel Tariffs Take Effect & Jobs Data | June 4, 2025 – Morning Market Briefing

Dutch Government Collapses & ISM Manufacturing | June 3, 2025 – Morning Market Briefing

Improving Income, Inflation, and Spending Data | June 2, 2025 – Morning Market Briefing

China Trade Talks Stalled & Elon's Last Day | May 30, 2025 – Morning Market Briefing

Nvidia Earnings & Trump Tariffs Ruled Illegal | May 29, 2025 – Morning Market Briefing

Surprisingly Strong Consumer Confidence | May 28, 2025 – Morning Market Briefing

Stocks Rebound as 50% EU Tariff Threat is Delayed | May 27, 2025 – Morning Market Briefing

The Big Beautiful Bill Moves to the Senate | May 23, 2025 – Morning Market Briefing

Yesterday's Bond & Equity Sell-Off | May 22, 2025 – Morning Market Briefing

Bloomberg Terminal Outage & Bonds Sell Off Again | May 21, 2025 – Morning Market Briefing

Japanese Bond Auction & Impact of Tariffs | May 20, 2025 – Morning Market Briefing

Budget Goes to The House & US Debt Downgraded | May 19, 2025 – Morning Market Briefing

Charter in Talks to Merge with Cox Communications | May 16, 2025 – Morning Market Briefing

Bank Deregulation & Trump vs. Apple | May 15, 2025 – Morning Market Briefing

Medicaid Cuts – Fighting Inflated Payments | May 14, 2025 – Morning Market Briefing

Yesterday's Market Rally & CPI Comes in Low | May 13, 2025 – Morning Market Briefing

China Trade Deal – 90 Day Reduction in Tariffs | May 12, 2025 – Morning Market Briefing

Trade Deal Updates & Tax Hikes | May 9, 2025 – Morning Market Briefing

Fed Meeting Recap | May 8, 2025 – Morning Market Briefing

Fed Meeting Preview & Trade Deals on the Horizon | May 7, 2025 – Morning Market Briefing

ISM Services PMI & A Surprising Election Outcome in Germany | May 6, 2025 – Morning Market Briefing

Buffett to Step Down as CEO of Berkshire Hathaway | May 5, 2025 – Morning Market Briefing

Jobs Come in Hot & Amazon Earnings | May 2, 2025 – Morning Market Briefing

Progress on Trade Deals & Tesla Considered Replacing Musk as CEO | May 1, 2025 – Morning Market Briefing

GDP Declines & Treasury Refunding Plan | April 30, 2025 – Morning Market Briefing

Canada Election Results & European Power Outage | April 29, 2025 – Morning Market Briefing

Trump's Muni Bond Portfolio Review | April 28, 2025 – Morning Market Briefing

Apple to Produce All US-Sold iPhones in India | April 25, 2025 – Morning Market Briefing

Bessent Speaks at Institute of International Finance | April 24, 2025 – Morning Market Briefing

Elon to Cut Back on DOGE Time | April 23, 2025 – Morning Market Briefing

Nomura Makes Largest Acquisition Since Lehman | April 22, 2025 – Morning Market Briefing

Muni Market Turbulence & Medicaid Budget Cuts | April 21, 2025 – Morning Market Briefing

Jay Powell Remains Hawkish | April 17, 2025 – Morning Market Briefing

Hong Kong Halts Shipments Bound for US | April 16, 2025 – Morning Market Briefing

BofA Fund Manager Survey: Global Growth Expectations Hits Record Low | April 15, 2025 – Morning Market Briefing

U. of Michigan Consumer Sentiment: Delusion vs. Reality | April 14, 2025 – Morning Market Briefing

PPI Declines & China Retaliates with Tariffs of 125% | April 11, 2025 – Morning Market Briefing

Market Jumps 10% After Trump Authorizes 90 Day Pause | April 10, 2025 – Morning Market Briefing

Tariffs Kick In & China Fights Back | April 9, 2025 – Morning Market Briefing

Market Volatility & NFIB Small Business Optimism | April 8, 2025 – Morning Market Briefing

Foreign Markets Crumble Overnight | April 7, 2025 – Morning Market Briefing

Jobs Report & Yesterday's Sell-Off | April 4, 2025 – Morning Market Briefing

The Implications of Reciprocal Tariffs | April 3, 2025 – Morning Market Briefing

Liberation Day Preview | April 2, 2025 – Morning Market Briefing

Kid Rock in the Oval Office & Dallas Fed Survey | April 1, 2025 – Morning Market Briefing

Rocket to Buy Mortgage Servicer Mr. Cooper | March 31, 2025 – Morning Market Briefing

Mark Carney Calls for Trade Renegotiation with US | March 28, 2025 – Morning Market Briefing

25% Tariffs on Vehicles Manufactured Outside the US | March 27, 2025 – Morning Market Briefing

Copper Tariffs & Private Equity Eyeing 401(k)s | March 26, 2025 – Morning Market Briefing

KB Homes Disappoints on Earnings & Meta's New Subscriptions | March 25, 2025 – Morning Market Briefing

White House Narrows Scope of April 2nd Liberation Day | March 24, 2025 – Morning Market Briefing

DOGE Cuts Continue & DoorDash Partners with Klarna | March 21, 2025 – Morning Market Briefing

The Fed & Bank of England Keep Rates Unchanged | March 20, 2025 – Morning Market Briefing

Risk Control Summit Recap & Yesterday's 20-Year Auction | March 19, 2025 – Morning Market Briefing

"Y'all Street" – Nasdaq Planning Second US Headquarters in Dallas | March 18, 2025 – Morning Market Briefing

Soft Retail Sales & Forever 21 Goes Bankrupt | March 17, 2025 – Morning Market Briefing

Shutdown Avoided & Soft 30-Year Bond Auction | March 14, 2025 – Morning Market Briefing

PPI is Down Despite Tariffs | March 13, 2025 – Morning Market Briefing

CPI Cooler Than Expected & Mortgage Applications Up Again | March 12, 2025 – Morning Market Briefing

What Happened Yesterday? Why We See Opportunity, Not Panic | March 11, 2025 – Morning Market Briefing

Mark Carney is Canada's Next Prime Minister | March 10, 2025 – Morning Market Briefing

Ukraine Negotiations Begin on Monday & Broadcom Earnings | March 7, 2025 – Morning Market Briefing

ECB Cuts Rates & Beige Book Shows Economic Activity Up Slightly | March 6, 2025 – Morning Market Briefing

Germany's Massive Fiscal Stimulus & Trump Addresses Joint Session of Congress | March 5, 2025 – Morning Market Briefing

Taiwan Semiconductor to Invest $100b in US | March 4, 2025 – Morning Market Briefing

Zelensky in The Oval Office & China Stimulus | March 3, 2025 – Morning Market Briefing

Trump Talks Tariffs with Keir Starmer | February 28, 2025 – Morning Market Briefing

Mr. Beast is Raising Capital & Nvidia Beats Earnings | February 27, 2025 – Morning Market Briefing

Ukraine Mineral Rights Deal & The Gold Card | February 26, 2025 – Morning Market Briefing

Crypto Crumbles & Bonds Rip | February 25, 2025 – Morning Market Briefing

Buffett's Annual Letter & Microsoft Canceling Data Center Leases | February 24, 2025 – Morning Market Briefing

DOJ Investigates Medicare Billing Practices at UNH | February 21, 2025 – Morning Market Briefing

Slashing the Defense Budget by 8% Annually | February 20, 2025 – Morning Market Briefing

Canadian Pacific's Strong Start to the Year & Today's Apple Event | February 19, 2025 – Morning Market Briefing

Housing Market Update & Russia/Ukraine Peace Talks | February 18, 2025 – Morning Market Briefing

Retail Sales Drops & More Tariffs | February 14, 2025 – Morning Market Briefing

Budget Proposals & PPI Comes in Hot | February 13, 2025 – Morning Market Briefing

CPI Comes in Hot & Powell Gives No Sign of Rate Cuts | February 12, 2025 – Morning Market Briefing

Small Business Optimism & Jay Powell Testifies in the Senate | February 11, 2025 – Morning Market Briefing

Tariffs on Imports of Steel and Aluminum | February 10, 2025 – Morning Market Briefing

Jobs Day in America | February 7, 2025 – Morning Market Briefing

X Debt Sees Stronger Demand Than Anticipated | February 6, 2025 – Morning Market Briefing

Trump Proposes the US Takes Over Gaza | February 5, 2025 – Morning Market Briefing

America's Sovereign Wealth Fund & ISM Manufacting Booms | February 4, 2025 – Morning Market Briefing

Canada, Mexico, and China React to New Tariffs | February 3, 2025 – Morning Market Briefing

Tariffs To Be Imposed on Canada & Mexico | January 31, 2025 – Morning Market Briefing

GDP Comes in Cold & Fed Maintains Rates | January 30, 2025 – Morning Market Briefing

Beyond the Portfolio: How AI is Redefining Law & Order with The Good Judge-ment Podcast

Alibaba's New AI & Apple Partners with Starlink | January 29, 2025 – Morning Market Briefing

Yesterday's Market Fallout | January 28, 2025 – Morning Market Briefing

DeepSeek Crashes the Market & Columbia's Tariffs | January 27, 2025 – Morning Market Briefing

The World Economic Forum & BoJ Hikes Rates | January 24, 2025 – Morning Market Briefing

Saudi Arabia Pledges $600b to The US | January 23, 2025 – Morning Market Briefing

Stargate Pledges $500b Investment in US AI | January 22, 2025 – Morning Market Briefing

Trump Inauguration Takeaways | January 21, 2025 – Morning Market Briefing

Bessent Confirmation Recap | January 17, 2025 – Morning Market Briefing

Yesterday's Market Rally & Beige Book Update | January 16, 2025 – Morning Market Briefing

Meta Laying Off 5% of Employees & CPI Rises | January 15, 2025 – Morning Market Briefing

Small Business Optimism Jumps & PPI Accelerates | January 14, 2025 – Morning Market Briefing

Rate Hike Expectations & Biden's Final Week as President | January 13, 2025 – Morning Market Briefing

Jobs Numbers Beat & Atlanta Weather Report | January 10, 2025 – Morning Market Briefing

Fed Shows Caution on Future Rate Cuts & Biden Limits Chip Exports | January 9, 2025 – Morning Market Briefing

10-Year Rises & Trump Shops Countries | January 8, 2025 – Morning Market Briefing

Nvidia Announces New Chips and Partnerships | January 7, 2025 – Morning Market Briefing

Foxconn's Strong Sales & Political Unrest Abroad | January 6, 2025 – Morning Market Briefing

Biden Expected to Block Nippon Steel Deal | January 3, 2025 – Morning Market Briefing

Dockworkers Set to Strike Again | January 2, 2025 – Morning Market Briefing

2024 Review & College Football Preview | December 31, 2024 – Morning Market Briefing

We're Back. Jimmy Carter's Passing & The H1-B Debate | December 30, 2024 – Morning Market Briefing

Is a Government Shutdown for Christmas Inevitable? | December 20, 2024 – Morning Market Briefing

Fed Cuts Rates & Government Shutdown Looms | December 19, 2024 – Morning Market Briefing

Nissan-Honda Merger Talks | December 18, 2024 – Morning Market Briefing

Turkey Threatens to Invade Syria & Retail Sales | December 17, 2024 – Morning Market Briefing

Preview of Wednesday's Fed Meeting | December 16, 2024 – Morning Market Briefing

Restoration Hardware & Broadcom Soar After Earnings | December 13, 2024 – Morning Market Briefing

PPI Rises & Adobe Drops After Earnings | December 12, 2024 – Morning Market Briefing

Beyond the Portfolio: There and Back Again, A Hedge Fund Tale with Mike Messner

US Dollar Continues to Strengthen | December 11, 2024 – Morning Market Briefing

NFIB Small Business Optimism Survey's Biggest Jump Since 1980 | December 10, 2024 – Morning Market Briefing

Trump on Meet the Press & Syria Coup | December 9, 2024 – Morning Market Briefing

Jobs Increase & China Bans Shipments on Gallium to U.S. | December 6, 2024 – Morning Market Briefing

UNH CEO Brian Thompson Shot in Manhattan | December 5, 2024 – Morning Market Briefing

South Korea's Political Turmoil | December 4, 2024 – Morning Market Briefing

Powerful ISM Manufacturing Report | December 3, 2024 – Morning Market Briefing

France's Budget Negotiations | December 2, 2024 – Morning Market Briefing

Consumer Confidence & Tariff Freak-Outs | November 27, 2024 – Morning Market Briefing

Tariff Talk & Qualcomm's Lost Interest in Intel | November 26, 2024 – Morning Market Briefing

3-3-3 Plan & Trump's Treasury Secretary Pick | November 25, 2024 – Morning Market Briefing

Euro Continues to Weaken & Gaetz Resignation | November 22, 2024 – Morning Market Briefing

Russia Launches ICBM & Nvidia Earnings | November 21, 2024 – Morning Market Briefing

More Trump Cabinet Picks & Target Earnings | November 20, 2024 – Morning Market Briefing

Russia/Ukraine Update & Blackstone Acquires Jersey Mike's | November 19, 2024 – Morning Market Briefing

More Cabinet Appointments & Spirit Airlines Bankruptcy | November 18, 2024 – Morning Market Briefing

October Retail Sales & Powell's First Speech Since Rate Cut | November 15, 2024 – Morning Market Briefing

Fixed Income Leaders Summit & PPI | November 14, 2024 – Morning Market Briefing

The Department of Government Efficiency | November 13, 2024 – Morning Market Briefing

NFIB Small Business Report & Home Depot Earnings | November 12, 2024 – Morning Market Briefing

Bitcoin & Oil Deregulation | November 11, 2024 – Morning Market Briefing

Fed Cut Rates & Redfin Earnings | November 8, 2024 – Morning Market Briefing

Yesterday's Market & BOE Cuts Rates | November 7, 2024 – Morning Market Briefing

Donald J. Trump Elected 47th President of The United States | November 6, 2024 – Morning Market Briefing

Who Will Win? Narwhal's Election Day Preview | November 5, 2024 – Morning Market Briefing

RIP TGI Friday's & Pre-Election Day Update | November 4, 2024 – Morning Market Briefing

Yesterday's Sell-Off & Apple Earnings | November 1, 2024 – Morning Market Briefing

PCE Inflation & UK Budget | October 31, 2024 – Morning Market Briefing

Weak Jobs Numbers Ahead of Election | October 30, 2024 – Morning Market Briefing

10-Year Back Above 4.30% | October 29, 2024 – Morning Market Briefing

Indonesia Blocking Apple from Selling iPhone 16 | October 28, 2024 – Morning Market Briefing

Elon Musk in Contact with Putin & Major Restructuring at Graco | October 25, 2024 – Morning Market Briefing

Beige Book Highlights & Tesla Earnings | October 24, 2024 – Morning Market Briefing

BoA CEO Moynihan on the Fed & McDonald's E. coli Outbreak | October 23, 2024 – Morning Market Briefing

Philip Morris, Raytheon, GM, & Others Report Earnings | October 22, 2024 – Morning Market Briefing

Starboard Value Goes Activist on Kenvue | October 21, 2024 – Morning Market Briefing

China iPhone Sales Up & CVS CEO Karen Lynch Fired | October 18, 2024 – Morning Market Briefing

ECB Cuts Rates & US Retail Sales Increase | October 17, 2024 – Morning Market Briefing

Trump on Bloomberg & UK Inflation | October 16, 2024 – Morning Market Briefing

BoA Fund Manager Survey Shows Cash Levels are Down | October 15, 2024 – Morning Market Briefing

WSJ Economy Survey & Payment-In-Kind Interest Gains Traction | October 14, 2024 – Morning Market Briefing

PPI Rises & Tesla Announces the Cybercab | October 11, 2024 – Morning Market Briefing

CPI Rises & BoA Shows Consumers Decreasing Spending | October 10, 2024 – Morning Market Briefing

DOJ Tries to Break-Up Google| October 9, 2024 – Morning Market Briefing

Yesterday's Market Sell-Off & Small Business Optimism Continues to Decline| October 8, 2024 – Morning Market Briefing

Oil Prices Rise & Big Tech is Downgraded | October 7, 2024 – Morning Market Briefing

Jobs Numbers Beat & the Longshoremen Strike is Over | October 4, 2024 – Morning Market Briefing

Tesla Falls on Deliveries & Swizz Inflation Slows | October 3, 2024 – Morning Market Briefing

Nike's Poor Earnings & Vance vs Walz Debate | October 2, 2024 – Morning Market Briefing

Israel Sends Troops into Lebanon & Longshoremen Strike Begins | October 1, 2024 – Morning Market Briefing

China Drops Mortgage Rates & Longshoremen Prepare to Strike | September 30, 2024 – Morning Market Briefing

Costco Earnings & Trump Meeting with Zelensky | September 27, 2024 – Morning Market Briefing

Revenge of the Semis | September 26, 2024 – Morning Market Briefing

DOJ Suing Visa on Debit-Card Payments | September 25, 2024 – Morning Market Briefing

The Importance of a Holistic Financial Advisor | Financial Planning Series

US Proposes Banning Chinese Software in Vehicles | September 24, 2024 – Morning Market Briefing

Microsoft & the Three Mile Island Nuclear Generating Station| September 23, 2024 – Morning Market Briefing

Nike CEO Steps Down and Veteran Elliot Hill Steps In | September 20, 2024 – Morning Market Briefing

Tom Was Right – Fed Cuts by 50bps | September 19, 2024 – Morning Market Briefing

Fed Day & PMI Sells Inhaler Maker to Molex | September 18, 2024 – Morning Market Briefing

Spending Pressures and Status Anxiety | Financial Planning Series

Amazon Orders Staff Back in Office 5 Days a Week | September 17, 2024 – Morning Market Briefing

Preview of FOMC Meeting | September 16, 2024 – Morning Market Briefing

Boeing Workers Walk Out in First Strike Since 2008 | September 13, 2024 – Morning Market Briefing

Nvidia's CEO Gives Bullish Comments & Post Debate Polls | September 12, 2024 – Morning Market Briefing

Harris-Trump Debate & CPI | September 11, 2024 – Morning Market Briefing

Navigating Debt | Financial Planning Series

NFIB Small Business Pessimism| September 10, 2024 – Morning Market Briefing

More Soft Jobs Results | September 6, 2024 – Morning Market Briefing

Job Openings Tank More Than Expected | September 5, 2024 – Morning Market Briefing

Yesterday's Market Sell-Off & DOJ Subpoenas Nvidia | September 4, 2024 – Morning Market Briefing

Deciphering Your Budget: Exploring Your Money's Impact on Your Life | Financial Planning Series

Harris Says US Steel Should Remain Domestically Owned | September 3, 2024 – Morning Market Briefing

LULU, GAP, DELL, & INTC Earnings | August 30, 2024 – Morning Market Briefing

Nvidia Earnings & Q2 GDP Revision | August 29, 2024 – Morning Market Briefing

Increased Consumer Confidence & Oil Spill on the Red Sea | August 28, 2024 – Morning Market Briefing

Navigating Career Growth: Strategies for Maximizing Income | Financial Planning Series

The College Football Preview | August 27, 2024 – Morning Market Briefing

What Powell Said at Jackson Hole | August 26, 2024 – Morning Market Briefing

Canada Shuts Down Railway Strike | August 23, 2024 – Morning Market Briefing

Jobs Revised Down By 818k | August 22, 2024 – Morning Market Briefing

Previewing Today's Jobs Revisions & an Update on Non-Competes | August 21, 2024 – Morning Market Briefing

Kamala's Corporate Tax Rate Hike & Canadian Rail Strike | August 20, 2024 – Morning Market Briefing

AMD Buying ZT Systems & Imports Surge in July | August 19, 2024 – Morning Market Briefing

Kamala's Economic Agenda & The Week Ahead | August 16, 2024 – Morning Market Briefing

Retail Sales Accelerate & Walmart Earnings | August 15, 2024 – Morning Market Briefing

CPI Comes in Below Expectations | August 14, 2024 – Morning Market Briefing

Starbucks Snags New CEO from Chipotle | August 13, 2024 – Morning Market Briefing

Tensions Build In The Middle East| August 12, 2024 – Morning Market Briefing

Market Rally Continues & All About Tim Walz | August 7, 2024 – Morning Market Briefing

ISM Services Report & Google Loses Antitrust Trial | August 6, 2024 – Morning Market Briefing

Market Reacts to Fed's Delay | August 5, 2024 – Morning Market Briefing

Job Growth Slows & Unemployment Rises, When Will Rates Drop? | August 2, 2024 – Morning Market Briefing

Yesterday's Fed Meeting & BOE Cuts Rates | August 1, 2024 – Morning Market Briefing

Update on Jobs & Tech Earnings Begin | July 31, 2024 – Morning Market Briefing

Government Plans to Auction Fewer Bonds | July 30, 2024 – Morning Market Briefing

Fed Week & Supreme Court Reforms Proposed by Biden | July 29, 2024 – Morning Market Briefing

Core PCE Inflation & Earnings | July 26, 2024 – Morning Market Briefing

Markets Slide & Is GDP Really Up? | July 25, 2024 – Morning Market Briefing

Bank of Canada Set to Cut Rates | July 24, 2024 – Morning Market Briefing

Car Dealers Increase Incentives & Wiz Rejects Google | July 23, 2024 – Morning Market Briefing

Biden's Withdrawal & Ukraine Defaults on its Debt | July 22, 2024 – Morning Market Briefing

Largest IT Outage in History & Earnings | July 19, 2024 – Morning Market Briefing

Tech Stocks Worst Day of 2024 | July 18, 2024 – Morning Market Briefing

Biden's Trade War & JBHT, ASML, JNJ, ELV Earnings | July 17, 2024 – Morning Market Briefing

Powell Signals Rate Cut Incoming & Trump VP Pick | July 16, 2024 – Morning Market Briefing

Trump Assassination Attempt | July 15, 2024 – Morning Market Briefing

Why Didn't The Market Rally Yesterday? | July 12, 2024 – Morning Market Briefing

UK Economic Growth Accelerates & CPI | July 11, 2024 – Morning Market Briefing

Powell Testimony Suggests a Rate Cut is Getting Closer | July 10, 2024 – Morning Market Briefing

French Parliament Dominated By New Popular Front | July 8, 2024 – Morning Market Briefing

Landslide Labor Party Win in The UK General Election | July 5, 2024 – Morning Market Briefing

Tesla Up 10% After Deliveries & ADP Employment Report | July 3, 2024 – Morning Market Briefing

ISM Manufacturing & Upflation | July 2, 2024 – Morning Market Briefing

Merger Monday - Boeing to Buy Spirit and Blackrock to Buy Preqin | July 1, 2024 – Morning Market Briefing

Biden-Trump Presidential Debate | June 28, 2024 – Morning Market Briefing

FedEx Earnings & Tightening Credit Spreads | June 26, 2024 – Morning Market Briefing

Current View on Markets & Economy | June 25, 2024 – Morning Market Briefing

Beyond the Portfolio: Mendez, Molev and the American Dream

Apple AI Collab with Meta & Zepbound for Sleep Apnea | June 24, 2024 – Morning Market Briefing

Nvidia Rebalancing & European PMIs Slow in June | June 21, 2024 – Morning Market Briefing

Swizz National Bank Makes Surprise Rate Cut | June 20, 2024 – Morning Market Briefing

Philip Morris Halts US Online Sales of Zyn | June 18, 2024 – Morning Market Briefing

Apple Supplier TDK Claims Solid-State Battery Breakthrough | June 17, 2024 – Morning Market Briefing

France's Political Turmoil & FAA Crackdown on Fake Titanium | June 14, 2024 – Morning Market Briefing

Fed Leaves Rates Unchanged | June 13, 2024 – Morning Market Briefing

Stong 10-Year Bond Auction & CPI | June 12, 2024 – Morning Market Briefing

Apple Intelligence & Tomorrow's Fed Meeting | June 11, 2024 – Morning Market Briefing

Recapping Friday's Jobs Report & Europe's Rejection of The Establishment | June 10, 2024 – Morning Market Briefing

Nonfarm Payrolls & Saudi Aramco $11.2B Offering | June 7, 2024 – Morning Market Briefing

Nvidia Hits $3T Market Cap & ECB Cuts Rates | June 6, 2024 – Morning Market Briefing

Texas Stock Exchange & Jobs Data | June 5, 2024 – Morning Market Briefing

Mexico Election & ISM Manufacturing Slowdown | June 4, 2024 – Morning Market Briefing

OPEC+ Agrees to Extend Oil Production Cuts | June 3, 2024 – Morning Market Briefing

PCE Data & Market Implications of Trump Conviction | May 31, 2024 – Morning Market Briefing

Slow Software Sales & Heightened Retail Price Sensitivity | May 30, 2024 – Morning Market Briefing

Higher Than Anticipated Consumer Confidence & a Slow Housing Market | May 29, 2024 – Morning Market Briefing

Airstrike on Hamas & Sunak Doubles Down on Conservative Promises | May 28, 2024 – Morning Market Briefing

PMI Comes in Better Than Expected | May 24, 2024 – Morning Market Briefing

Nvidia Crushes Earnings Once Again| May 23, 2024 – Morning Market Briefing

UK Inflation Falls & US Seeing a Slowdown in Big-Ticket Purchases | May 22, 2024 – Morning Market Briefing

Recapping JPM Investor Day | May 21, 2024 – Morning Market Briefing

Copper Short Squeeze & Iran's President Dies in Helicopter Crash | May 20, 2024 – Morning Market Briefing

Mixed China Data & Canadian Teamsters Strike Pushed Off | May 17, 2024 – Morning Market Briefing

CPI Leak & Shein Pursuing London Listing | May 16, 2024 – Morning Market Briefing

Inflation Day, CPI Estimates, & Tom's Tales from the Windy City | May 15, 2024 – Morning Market Briefing

HD Earnings, Small Business Optimism, & Walmart Cuts Jobs | May 14, 2024 – Morning Market Briefing

Apple's AI Strategy & Georgia Data Centers | May 13, 2024 – Morning Market Briefing

Apple Cancels iPad Ad & UK Exits Recession | May 10, 2024 – Morning Market Briefing

Biden's CNN Interview & England Keeps Rates Unchanged| May 9, 2024 – Morning Market Briefing

Earnings Season Awards Show | May 8, 2024 – Morning Market Briefing

Hamas Agrees to Egypt/Quatar Cease-Fire & DIS Earnings | May 7, 2024 – Morning Market Briefing

Berkshire Hathaway Annual Meeting & Howard Schultz on SBUX | May 6, 2024 – Morning Market Briefing

AAPL Earnings & Jobs Day in America | May 3, 2024 – Morning Market Briefing

Fed is on Hold & ISM Manufacturing | May 2, 2024 – Morning Market Briefing

April Economic Data Isn't Great & the Fed Plays Bad Cop | May 1, 2024 – Morning Market Briefing

Apple's AI Efforts & Strong Chip Earnings| April 30, 2024 – Morning Market Briefing

Nick Timiraos Suggests the Neutral Rate May Be Higher & the Yen Has a Wild Trading Day | April 29, 2024 – Morning Market Briefing

PCE Inflation & NFL Draft | April 26, 2024 – Morning Market Briefing

GDP Declines & META, CMG, CAT Report Earnings | April 25, 2024 – Morning Market Briefing

Appaloosa Sues Credit Suisse & the Earnings Keep Coming | April 24, 2024 – Morning Market Briefing

Industrials, Consumer Staples, Healthcare, & Energy Earnings | April 23, 2024 – Morning Market Briefing

House Approves More Aid to Ukraine & the Week Ahead | April 22, 2024 – Morning Market Briefing

Israel's Response to Iran & Meta's Llama 3 | April 19, 2024 – Morning Market Briefing

Weak Transportation Earnings & Pension Funds Dump Stocks | April 18, 2024 – Morning Market Briefing

Central Banks Pivot the Pivot & Biden's Election Playbook | April 17, 2024 – Morning Market Briefing

Why The Market Dipped Yesterday | April 16, 2024 – Morning Market Briefing

Iran Attacks Israel and Tesla Layoffs | April 15, 2024 – Morning Market Briefing

Earnings Season Kicks Off With Banks | April 12, 2024 – Morning Market Briefing

The Fall-Out of Inflation Data | April 11, 2024 – Morning Market Briefing

CPI Report & What's Going on With Nvidia | April 10, 2024 – Morning Market Briefing

Conference Breakdown, Tesla Taxis, & NFIB Survey | April 9, 2024 – Morning Market Briefing

Andrew's Trip to The Capital & Jamie Dimon's Letter | April 8, 2024 – Morning Market Briefing

Nonfarm Payrolls & More Fed Talk with Tom | April 5, 2024 – Morning Market Briefing

Jay Powell Speaks at Stanford & ISM Services | April 4, 2024 – Morning Market Briefing

Tesla Deliveries & Taiwan Earthquake| April 3, 2024 – Morning Market Briefing

Globally synchronized recovery? | April 2, 2024 – Morning Market Briefing

Jay Powell Responds to Christopher Waller & China PMIs accelerate | April 1, 2024 – Morning Market Briefing

European Doves and American Hawks | March 28, 2024 – Morning Market Briefing

Visa-Mastercard Deal, Winrevair Approval, & a Wolf in Sheep's Clothing | March 27, 2024 – Morning Market Briefing

WeWork, Fed Hawkishness, & Israel Cancels Trip to Washington | March 26, 2024 – Morning Market Briefing

Terrorist Attack in Moscow & United Airlines Continues to Struggle | March 25, 2024 – Morning Market Briefing

The Fed Lays Out their Rate Cut Plans | March 22, 2024 – Morning Market Briefing

UK Inflation Data & What to Expect from Today’s Fed Meeting | March 20, 2024 – Morning Market Briefing

Debate Heats up within the Fed & Bank of Japan Ends Negative Rate Policy | March 19, 2024 – Morning Market Briefing

Changes to the Real Estate Landscape & Fed Meeting Preview | March 18, 2024 – Morning Market Briefing

Does AI Disrupt ADBE’s Underlying Business & Schumer Criticizes Israel’s Leadership | March 15, 2024 – Morning Market Briefing

TikTok Ban Discussion & PPI Data Comes in Higher than Expectations | March 14, 2024 – Morning Market Briefing

Bond Market Pricing in Fed Policy Error & Market Dynamics Drive Stocks Higher | March 13, 2024 – Morning Market Briefing

CPI Data Pushes against the Fed’s Rate Cut Narrative | March 12, 2024 – Morning Market Briefing

Far-Right Policies Continue to Gain Popularity Globally & Previewing Tomorrow’s CPI Report | March 11, 2024 – Morning Market Briefing

Jobs Report & Recapping the State of the Union Address | March 8, 2024 – Morning Market Briefing

Steve Mnuchin Funds NYCB & Jay Powell Testifies before the Senate | March 7, 2024 – Morning Market Briefing

Yesterday’s Market Correction & Trump Dominates Super Tuesday | March 6, 2024 – Morning Market Briefing

Positivity Surrounding Target Earnings & Apple Struggling in China | March 5, 2024 – Morning Market Briefing

Interest Rates & Fed Decision Making in 2024 | March 4, 2024 – Morning Market Briefing

NY Community Bank’s Freefall Continues & High Rates Exposing Bad Operators | March 1, 2024 – Morning Market Briefing

AI’s Impact across the Tech Sector & PCE Data | February 29, 2024 – Morning Market Briefing

US Opens Anti-Trust Case against UNH & Tom Discusses Ways to Lock in High Rates | February 28, 2024 – Morning Market Briefing

FTC Challenges Kroger & Big Names Making the Case for Active Management | February 27, 2024 – Morning Market Briefing

Previewing This Week’s PCE Data & Highlights from Warren Buffett’s Annual Letter | February 26, 2024 – Morning Market Briefing

The Asset Manager Landscape & A Look into Commercial Real Estate | February 23, 2024 – Morning Market Briefing

Another Quarter, Another Blockbuster Earnings for NVDA | February 22, 2024 – Morning Market Briefing

AMZN Added to the DOW & Earnings Data from ADI and Garmin | February 21, 2024 – Morning Market Briefing

Capital One Buys Discover Financial & Further Digesting Inflationary Data | February 20, 2024 – Morning Market Briefing

Economic Data Continues to Point to Sticky Inflation | February 16, 2024 – Morning Market Briefing

Cold Retail Sales Data Pushes Rates Down | February 15, 2024 – Morning Market Briefing

Healthcare Costs Driving Inflation & Individual Companies Making Deals | February 14, 2024 – Morning Market Briefing

CPI Report Shows Accelerating Inflation Data | February 13, 2024 – Morning Market Briefing

M&A Continues in the Energy Space & the CPI Preview | February 12, 2024 – Morning Market Briefing

Earnings from Pepsi & Janet Yellen’s comments on CRE and Insurance | February 9, 2024 – Morning Market Briefing

Earnings Updates & Signs of Life in China | February 8, 2024 – Morning Market Briefing

Takeaways from an Evening with Kevin Warsh, Fed Chairman Finalist and Father of QE | February 7, 2024 – Morning Market Briefing

Earnings Data from Narwhal Holding Eli Lilly & The Hertz Debacle | February 6, 2024 – Morning Market Briefing

Blockbuster Jobs Report Could Continue to Delay Rate Cuts | February 5, 2024 – Morning Market Briefing

Earnings from Mega-Caps Including AAPL, AMZN, and META | February 2, 2024 – Morning Market Briefing

Previewing Today’s Fed Meeting & Mega-Cap Earnings Results | January 31, 2024 – Morning Market Briefing

The Market Searches for Positive News on the Inflation Front & More Earnings Data | January 30, 2024 – Morning Market Briefing

US Servicemen Killed in Jordan & Breaking Down the Upcoming Fed Meeting | January 29, 2024 – Morning Market Briefing

Weak Earnings from Intel & The Luxury Consumer Remains Strong | January 26, 2024 – Morning Market Briefing

GDP Comes in Hot & Tesla Shares Slide on Slowing Sales | January 25, 2024 – Morning Market Briefing

Earnings Reports & The Hits Keep Coming for Boeing | January 24, 2024 – Morning Market Briefing

Bank of Japan Remains Ultra-Dovish & Earnings Reports Show Modest Economic Growth | January 23, 2024 – Morning Market Briefing

Blackrock Exiting Shanghai Towers Investment & Capital One in Hot Water | January 22, 2024 – Morning Market Briefing

JBHT Shows Signs of Life in a Tough Freight Market | January 19, 2024 – Morning Market Briefing

Near-Term Rate Cuts Looking Less Likely & A Bevy of Earnings Reports | January 18, 2024 – Morning Market Briefing

Fed Commentary Taken as “Hawkish” by the Market | January 17, 2024 – Morning Market Briefing

Red Sea Tensions Continue to Escalate & The Fed Discussing a Slowdown in QT | January 16, 2024 – Morning Market Briefing

Red Sea Conflict Escalates, A Complicated Inflation Picture, & Bank Earnings | January 12, 2024 – Morning Market Briefing

A Hot CPI Report & Hertz Reduces their EV Fleet | January 11, 2024 – Morning Market Briefing

The SEC’s Bitcoin Flub & Boeing Fallout | January 10, 2024 – Morning Market Briefing

AMD and NVDA Announce AI-Powered PC & Ben Puts a Bow on UW’s Historic Season | January 9, 2024 – Morning Market Briefing

Issues Continue for the Boeing 737 Max & A Breakdown of Tonight’s National Championship Game | January 8, 2024 – Morning Market Briefing

Eli Lilly’s DTC Strategy & Signs of Persistent Inflation Beginning to Show | January 5, 2024 – Morning Market Briefing

Fed Rhetoric Proving to be a Powerful Tool | January 4, 2024 – Morning Market Briefing

Chinese EV Producer BYD Tops Tesla in Q4 Units Sold…or Did They? | January 3, 2024 – Morning Market Briefing

Oil Moves Higher & Stocks Slide to Start the Year | January 2, 2024 – Morning Market Briefing

Three College Football Experts Share Their Predictions| December 29, 2023 - Morning Market Briefing

Big Stories that could Impact Portfolios in 2024 | December 28, 2023 – Morning Market Briefing

How 2023 Predictions Fared | December 27, 2023 - Morning Market Briefing

British Billionaire Buys 25% Stake in Manchester United & Interest Rate Discussion | December 26, 2023 – Morning Market Briefing

Nike Cuts Top Line Guidance & Elon Musk’s Comments on Passive Investing | December 22, 2023 – Morning Market Briefing

Micron Sees Acceleration in Pricing & Is Inflation Making a Comeback? | December 21, 2023 – Morning Market Briefing

UK Inflation Data Comes in Lower than Expected & FedEx’s Underwhelming Earnings Report | December 20, 2023 – Morning Market Briefing

More Attacks on Red Sea Vessels & A Ban on The Apple Watch Series 9 | December 19, 2023 – Morning Market Briefing

The Impact of Interest Rates | December 18, 2023 – Morning Market Briefing

Narwhal's 2024 Outlook - Inflation, Consumer Pressure, and International Develpoment

Costco Earnings Data & Factors Impacting the Market Toward Year-end | December 15, 2023 – Morning Market Briefing

Breaking Down the Dovish Fed Meeting and the Implications Thereof | December 14, 2023 – Morning Market Briefing

PPI Data Points to Slowing Inflation & A Global Shift from “Fiscal Candy to Fiscal Limits” | December 13, 2023 – Morning Market Briefing

A Dive into the “Lukewarm” CPI Report & Layoff Announcements at EY and Hasbro | December 12, 2023 – Morning Market Briefing

Strange Happenings in the M&A World & A Data-Heavy Week Ahead | December 11, 2023 – Morning Market Briefing

Jobs Day, Restoration Hardware, Walmart and the consumer, More AI Chat | December 8, 2023 - Morning Market Briefing

Bank of Japan meeting, Consumer is slowing, McDonalds launching CosMc's | December 7, 2023 - Morning Market Briefing

ISM, JOLTS, ADP, and Conference Talk | December 6, 2023 - Morning Market Briefing

Stabilization in Industrials & Earnings Recap | December 5, 2023 – Morning Market Briefing

ISM Manufacturing Data Shows a Slowing Economy & US Vessels Attacked in the Red Sea | December 4, 2023 – Morning Market Briefing

Has The Fed Already Pivoted & A Friday Football Special | December 1, 2023 – Morning Market Briefing

Disinflation Beginning to Show in Europe and in Pockets of the US Economy | November 30, 2023 – Morning Market Briefing

Should the Fed Start Cutting Rates Sooner than Later? | November 29, 2023 – Morning Market Briefing

Adobe Releases Black Friday Sales Data & Bond Buyers are Moving Out on the Curve | November 28, 2023 – Morning Market Briefing

Temporary Truce in Gaza & Amazon Surpasses Fedex and UPS | November 27, 2023 – Morning Market Briefing

NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing

Best Buy Sees a Weaker Consumer & A Dive into Bond Strategy | November 21, 2023 – Morning Market Briefing

Javier Milei Wins Argentina’s Presidential Election & Sam Altman Joins MSFT | November 20, 2023 – Morning Market Briefing

Argentina Runoff Election & Outlook For Market Return | November 17, 2023 – Morning Market Briefing

Biden-Xi Meeting & Retail Earnings | November 16, 2023 – Morning Market Briefing

Economic Data and Target Earnings | November 15, 2023 – Morning Market Briefing

A Big Day For The CPI & Home Depot Updates | November 14, 2023 – Morning Market Briefing

New Drug Developments & Takeaways From Nashville Conference | November 13, 2023 – Morning Market Briefing

Rate Rally Pauses & Bank of America Economic Report | November 10, 2023 – Morning Market Briefing

Nvidia Adds New Chips For China & Eli Lily's New Weight Loss Drug | November 9, 2023 – Morning Market Briefing

Powells Upcoming Announcements & New Developments at Goldman Sachs | November 8, 2023 – Morning Market Briefing

What a Week for Bankruptcies & Weak Economic Data From China | November 7, 2023 – Morning Market Briefing

Fixed Income Updates & Japan is Getting Inflation Under Control | November 6, 2023 – Morning Market Briefing

Yesterday’s Market Rally & Apple Earnings | November 3, 2023 – Morning Market Briefing

Powell Announcement Recap & Disney Buys Comcasts Stake In Hulu | November 2, 2023 – Morning Market Briefing

WeWork Files Chapter 11 & More Tech Earnings | November 1, 2023 – Morning Market Briefing

Will Nvidia Be Able to Sell its $5B Order to China? & Economic Data | October 31, 2023 – Morning Market Briefing

Israel Updates, McDonald’s Earnings, & European Economy Updates | October 30, 2023 – Morning Market Briefing

U.S. Syria Strike, ECB Pauses Rate Hikes, & Tech Earnings | October 27, 2023 – Morning Market Briefing

Earnings Just Keep Coming & GDP for Q3 | October 26, 2023 – Morning Market Briefing

Israel Updates & Busy Week For Earnings | October 25, 2023 – Morning Market Briefing

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

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

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

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

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

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

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

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

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

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

PepsiCo Earnings, Presidential Race, & Israel Updates | October 10, 2023 – Morning Market Briefing

Hamas Attack on Israel, Bristol Myers Acquisition, & Friday’s Market Rally | October 9, 2023 – Morning Market Briefing

Unemployment Rates, Exxon M&A, & Upcoming Earnings | October 6, 2023 – Morning Market Briefing

Transportation Industry, Gas & Oil Prices, & The Bond Market | October 5, 2023 – Morning Market Briefing

Auto Sales Defy Gravity, House Speaker Removal, & Bond Sell-Offs | October 4, 2023 – Morning Market Briefing

ISM Manufacturing Data, Meta Updates, & AI in The Workplace | October 3, 2023 – Morning Market Briefing

Averted Government Shutdown, Market Updates, & Macro Forecasts | October 2, 2023 – Morning Market Briefing

Government Shutdown, Central Bank Updates, & Nike Earnings | September 29, 2023 – Morning Market Briefing

CarMax, AGCO, Bond Market, & Micron Earnings | September 28, 2023 – Morning Market Briefing

Amazon Anti-Trust Lawsuit, President Biden & UAW, & Costco Earnings | September 27, 2023 – Morning Market Briefing

Bond Market, Inflation, & And Housing Market | September 26, 2023 – Morning Market Briefing

Bond Selloffs, Writer’s Strike Updates, & Amazon’s AI Investment | September 25, 2023 – Morning Market Briefing

Interest Rates, Splunk Acquisition, & Earnings Expectations | September 22, 2023 – Morning Market Briefing

Fed Announcements, FedEx Earnings, & UAW Strike Updates | September 21, 2023 – Morning Market Briefing

Beyond the Portfolio | Lessons in Entrepreneurship with Southern Tide co-founder and Startup Consultant Don Oates

Fed Day Expectations & Interest Rate Impacts | September 20, 2023 – Morning Market Briefing

AAPL vs. MSFT, Inflation, and Instacart IPO | September 19, 2023 – Morning Market Briefing

Fed & Macro Updates, Upcoming Earnings, & IPOs | September 18, 2023 – Morning Market Briefing

Disney Selloffs, ADBE Earnings, & UAW Strike Start | September 15, 2023 – Morning Market Briefing

U.S. Macroeconomic News, Oil Prices, And More! | September 14, 2023 – Morning Market Briefing

U.K. and U.S. Economic News, The Airline Industry, And The UAW strike | September 13, 2023 – Morning Market Briefing

Apple Product Announcements, Barclays Conference, and Small Business Optimism| September 12, 2023 – Morning Market Briefing

Could China Rebound & A Perspective Shift Within the Fed | September 11, 2023 – Morning Market Briefing

Restoration Hardware, Fed Announcements, and Wage Growth | September 8, 2023- Morning Market Briefing

Stock Declines, The State of The World Economy, And Oil prices| September 7, 2023 – Morning Market Briefing

FTC Antitrust Suit With Amazon, VISA Conference, and Chinese Currency Fluctuation | September 6, 2023 – Morning Market Briefing

Labor Strikes, ARM IPO Expectations, and S&P Additions | September 5, 2023 – Morning Market Briefing

LULU & AVGO Earnings, National Employment Report, GDP Growth| September 1, 2023 – Morning Market Briefing

Dollar General Drops 15% on Earnings & China’s Economy Continues to Show Weakness | August 31, 2023 – Morning Market Briefing

HBQ & HBE Earnings, Economic and Employment Data, Hurricane Idalia Effects | August 30, 2023 – Morning Market Briefing

Jobs Data Runs Hot & GS Divesting RIA Business Segment | August 29, 2023 – Morning Market Briefing

Chairman Powell Announcements & UAW Negotiations | August 28, 2023 – Morning Market Briefing

Beyond the Portfolio August 23, 2023 | Sales Panel with Josh Young, Hannah Pencek, and Garret Lazenby

Germany & China Economic Data | August 25, 2023 – Morning Market Briefing

Nvidia Earnings & Presidential Debate Discussion | August 24, 2023 – Morning Market Briefing

ADI Earnings & Housing Market Discussion | August 23, 2023 – Morning Market Briefing

ARM IPO & Earnings Updates| August 22, 2023 – Morning Market Briefing

Airworthiness Directive for Raytheon & Fed Chair Speaks at Jackson Hole this Friday | August 21, 2023 – Morning Market Briefing

A Glimpse into Our Fixed Income Strategy Before a Power Outage Cuts the Show Short | August 18, 2023 – Morning Market Briefing

The Picture Remains Murky for the Fed & The Real Estate Market Shows Vulnerability | August 17, 2023 – Morning Market Briefing

The US Economy Continues to Chug Along & Target Reports Earnings | August 16, 2023 – Morning Market Briefing

China’s Economy Continues to Falter & The US Reports Big Retail Sales Data | August 15, 2023 – Morning Market Briefing

An Atypical Candidate Emerges in Argentina's Presidential Primary | August 14, 2023 – Morning Market

PPI Data Shows Inflation Could Reaccelerate & Biden Comments on the Situation in China | August 11, 2023 – Morning Market Briefing

Cooler CPI Data Could Provide False Confidence That Inflation is Under Control | August 10, 2023 – Morning Market Briefing

CPI Preview & ESPN Signs a Sports Betting Deal with PENN | August 9, 2023 – Morning Market Briefing

Moody’s Downgrades US Banks & Serious Economic Concerns in China | August 8, 2023 - Morning Market Briefing

Could We See Rate Cuts in Early 2024? | August 7, 2023 - Morning Market Briefing

Apple Earnings & ISM Report | August 4, 2023 - Morning Market Briefing

10 Year Selloff & Bank of England Decision | August 3, 2023 - Morning Market Briefing

AMD Gives Perspective for NVDA & Fitch Downgrades US Debt | August 2, 2023 - Morning Market Briefing

Caterpillar Reports Earnings & Disney Brings Back Two Former Executives | August 1, 2023 - Morning Market Briefing

An All Yellow Shutdown & A Johnson and Johnson Smackdown | July 31, 2023 - Morning Market Briefing

Bank of Japan Surprise & Update on JNJ | July 28, 2023 - Morning Market Briefing

Free Cash Flow Frenzy & GDP Growth | July 27, 2023 - Morning Market Briefing

It's Fed Day & Google, Microsoft Report Earnings | July 26, 2023 - Morning Market Briefing

Bank Deposit Reclassification & A Big Day For Earnings | July 25, 2023 - Morning Market Briefing

Phillips Healthcare in Trouble & Fed Continuously Hawkish | July 24, 2023 - Morning Market Briefing

TSMC's Earnings Fail to Electrify & Phillip Morris's Kill | July 20, 2023 - Morning Market Briefing

British Inflation Drops & Carvana's Stock Pops | July 19th, 2023 - Morning Market Briefing

Lockheed Martin & BofA Earnings Outperformance | July 18, 2023 - Morning Market Briefing

Tupperware's Debt Rots the Stock & Teamsters tell White House to not Intervene | July 17, 2023 - Morning Market Briefing

The Heat is On | Macro Presentation - Q2 2023

Earnings Begin & Yesterday's PPI | July 14, 2023 - Morning Market Briefing

Microsoft's Acquisition of Activision Approved & Telecom's Tagged with Toxins | July 12, 2023 - Morning Market Briefing

Amazon Prime Day Begins & NFIB June Report Gets Released | July 11, 2023 - Morning Market Briefing

Inflation Rears Ugly Head Towards Japan & Disney World Wait Times Drop | July 10, 2023 - Morning Market Briefing

Jobs Report Data & Costco Monthly Sales | July 7, 2023 - Morning Market Briefing

META launches Threads & Yellen arrives in Beijing | July 6, 2023 - Morning Market Briefing

The Coming Debt Crisis & The UPS-Teamsters Deal Falling Apart | July 5, 2023 - Morning Market Briefing

Goldman Sachs Offloads Retail Business & Apple Lowers Vision Pro Sales Expectations | July 3, 2023 - Morning Market Briefing

NKE Earnings & Student Loan Forgiveness | June 30, 2023 - Morning Market Briefing

Micron's Bad Guide & Lisa Khan's Big One | June 29, 2023 - Morning Market Briefing

Nvidia Slumps & Bank Stress Test | June 28, 2023 - Morning Market Briefing

Eli Lilly Reveals Results for New Weightloss Drug & Walgreens Cuts Guidance | June 27, 2023 - Morning Market Briefing

Russian Mutiny & Bidenomics | June 26, 2023 - Morning Market Briefing

Biden Enhances Ties With India & 3M Settlement | June 23, 2023 - Morning Market Briefing

Student Loan Forgiveness & Amazon Draws the FTC's Ire | June 22, 2023 - Morning Market Briefing

Fedex Earnings Recap & Bank of England Notes | June 21st, 2023 - Morning Market Briefing

RTX Investor Day & FEDEX Earnings | June 20th, 2023 - Morning Market Briefing

CAVA IPO & Chinese Stimulus Plan | June 16, 2023 - Morning Market Briefing

A Hawkish Skip & West Coast Ports Agreement | June 15th, 2023 - Morning Market Briefing

Microsoft Activision Deal & Google Antitrust | June 14, 2023 - Morning Market Briefing

CPI Report & BofA Fund Manager Survey | June 13, 2023 - Morning Market Briefing

Fed Meeting & AI Earnings | June 12, 2023 - Morning Market Briefing

Trump Indicted & Carvana Spike | June 9, 2023 - Morning Market Briefing

Reserve Currency Status | June 8, 2023 - Morning Market Briefing

Solutions & Grand Plans | June 7, 2023 - Morning Market Briefing

The US Federal Budget, the Balance Sheet, & Who Holds the Debt | June 6, 2023 - Morning Market Briefing

Debt, Interest Rates, & Inflation | June 5, 2023 - Morning Market Briefing

Jobs Report & Company Updates | June 2, 2023 - Morning Market Briefing

Powell Plays Down Speculation & Debt Ceiling Passes in the House | June 1, 2023 - Morning Market Briefing

Chinese Economic Deterioration & French Inflation | May 31, 2023 - Morning Market Briefing

Debt Ceiling Agreement Reached & After Market Earnings | May 30, 2023 - Morning Market Briefing

Costco Earnings & Debt Ceiling Developments | May 26, 2023 – Morning Market Briefing

National CRE and Atl Construction Economy Podcast

NVIDIA Explodes after Earnings & Desantis Announces Presidential Campaign | May 25, 2023 - Daily Market Briefing

FTC Cracks Down on Baby Formula Producers & ADI's Earnings | May 24, 2023 - Morning Market Briefing

Debt Ceiling Clock is Ticking & Lowes v. Home Depot | May 23, 2023 – Morning Market Briefing

China/US Relations Continue to Sour & Minneapolis Fed President Calls for a Terminal Rate Over 6% | May 22, 2023 – Morning Market Briefing

China Bans Micron & US Debt Ceiling Talks Continue | May 22, 2023 - Daily Market Briefing

John Deere’s Impressive Quarter & The Battle Continues Between Disney and the State of Florida | May 19, 2023 – Morning Market Briefing

An Intro of Our New Summer Interns & The Implications of Montana’s TikTok Ban | May 18, 2023 – Morning Market Briefing

Fed Speakers Point to More Rate Hikes & “Shrink” Impacts Target’s Bottom Line | May 17, 2023 – Morning Market Briefing

Retail Sales Data Slowing & A Rough Road Ahead for Commercial Real Estate | May 16, 2023 – Morning Market Briefing

Debt Ceiling Developments & Commentary from Fed Presidents | May 15, 2023 – Morning Market Briefing

Special Q&A Episode | May 12, 2023 – Morning Market Briefing

Economic Data Shows The Fed Could Be Making Progress & Submit Your Questions for Friday’s Q&A Show | May 11, 2023 – Morning Market Briefing

Inflation Eases Slightly in April & Submit Your Questions for Friday’s Q&A Show | May 10, 2023 – Morning Market Briefing

The Economic Impact of Tighter Credit Standards & A Slowdown in the China Reopening | May 9, 2023 – Morning Market Briefing

The Market Bounces Back to Close the Week & A Bearish Outlook from Warren Buffett | May 8, 2023 – Morning Market Briefing

Jobs Data Tops Expectations & Apple's Strong Quarter | May 5, 2023 – Morning Market Briefing

Discussing the Fed’s Rate Announcement & PacWest’s Tumble | May 4, 2023 – Morning Market Briefing

Bank Consolidation & Eli Lilly’s Favorable Alzheimer’s Data | May 3, 2023 – Morning Market Briefing

ISM Manufacturing Numbers & FDIC Potential New Program | May 2, 2023 - Daily Market Briefing

First Republic into Receivership & Commercial Real Estate Falters | May 1, 2023 - Daily Market Briefing

Personal Consumption & Government Spending Up & Private Investment Takes a Hit | April 28, 2023 - Daily Market Briefing

GDP Comes In Lower Than Expected & The Earnings Gauntlet Continues | April 27, 2023 – Daily Market Briefing

First Republic Is Running Out Of Time & Earnings From Some Top Dogs Start To Roll In | April 26, 2023 - Daily Market Briefing

The Writing Is On The Wall For First Republic Bank & Earnings Reports Continue To Pour In | April 25, 2023 – Daily Market Briefing

A Long Time Coming for BBBY & The Credit Crunch Continues | April 24, 2023 – Daily Market Briefing

Eurozone Update & More Earnings | April 21, 2023 - Daily Market Briefing

22-Year T-Bill High & Lots of Earnings | April 20, 2023 - Daily Market Briefing

Earnings Season & Future Rate Hikes | April 19, 2023 - Daily Market Briefing

Freight Recession & Bank Ambivalence | April 18, 2023 - Daily Market Briefing

Bing is Samsung's Choice & Schwab Deposits Down | April 17, 2023 - Daily Market Briefing

Strong Bank Earnings & Disappointing Retail Sales Data | April 14, 2023 – Daily Market Briefing

The Tide Goes Out | 2023 Q1 Macro Presentation

Jobless Claims & Impending Recession? | April 13, 2023 - Daily Market Briefing

March CPI & Buffet's Economic Commentary | April 12, 2023 - Daily Market Briefing

Trouble in Taiwan & The Fed "Killing Zombies" | April 11, 2023 – Daily Market Briefing

The Chip Cycle & Short Exposure | April 10, 2023 - Daily Market Briefing

Slowing Services Growth, Costco and The Path of Interest Rates | April 6, 2023 - Daily Market Briefing

Weaker Economic Data & The Corresponding Market Impact | April 5, 2023 - Daily Market Briefing

McDonald’s Layoffs, Tesla Deliveries in China & New Medicare Rules | April 4, 2023 - Daily Market Briefing

Oil production cuts, WWE Acquisition & Low Tesla Deliveries | April 3, 2023 - Daily Market Briefing

Possible Stabilization in the Financial Industry & Implications of New Economic Data | March 31, 2023 - Daily Market Briefing

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Beyond Portfolio - Amanda Riedling

February 7, 2023 - Daily Market Briefing

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Q1 2023 - Macro Presentation (Audio)

January 6, 2023 - Daily Market Briefing

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Beyond the Portfolio - Barry Pencek

December 19, 2022 - Daily Market Briefing

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2022 Q3 - Macro Presentation

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Q2 2022 Macro

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State of the Market - June 14, 2022

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Beyond the Portfolio - Andy Su

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