Andrew and Tom discuss

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Andrew and Tom discuss Block's massive lay-off, Dell crushing earnings, and PPI coming in hotter than expected. 

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Andrew, Ben, and Tom discuss Nvidia earnings, the potential rebound in freight, and an update on bonds. 

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Andrew and Ben discuss the SOTU highlights & yesterday's Consumer Confidence report. 

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Ben and Tom discuss the Citrini Report's hit to stocks, JP Morgan investor day, and 10% tariffs taking effect. 

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Andrew, Ben, and Tom discuss the impact of the Supreme Court's decision on Trump's tariffs, Mexico cracking down on cartels, and an update on the WBD acquisition. 

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On this episode of The Morning Market Briefing, we welcome Amy O'Dell, Founder and CEO of Jacob's Ladder. Jacob's Ladder, a nonprofit organization based in Roswell, provides therapeutic and educational support for individuals with neurodevelopmental challenges. Founded in 1998, the organization employs its unique Interpersonal Whole-Brain Model of Care to deliver specialized schooling from pre-K through 12th grade, individualized programs, caregiver training, and resources that empower children and young adults to reach their full potential. Please visit the link below if you would like to donate.

Donate: https://jacobsladderschool-bloom.kindful.com/?campaign=1303074
Website: https://thejacobsladdergroup.org/

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Andrew, Ben, and Tom discuss this morning's GDP data and issues surrounding private credit. 

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Andrew, Ben, and Tom discuss yesterday's Fed minutes, some surprising earnings, and Trump's speech today in Georgia. 


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Andrew, Ben, and Tom discuss Japan's initial investments in the US, why US inflation may feel stickier relative to other countries, and Mamdani's budget proposal.


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