Andrew, Ben, and Tom discuss progress in tariffs and Tesla earnings. 

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Andrew, Ben, and Tom discuss yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pill underperforming Eli Lilly. 

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Ben and Tom discuss the death of Pope Francis, muni market turbulence, and Medicaid budget cuts. 

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Andrew, Ben, and Tom discuss Powell's speech, the ECB rate cut, and various earnings. 

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Andrew, Ben, and Tom discuss Bessent's interview on Yahoo Finance, China's retaliation, and various earnings. 

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Andrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey. 

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Ben and Tom discuss the University of Michigan's Sentiment report, Medicaid budget cuts, and Goldman Sachs earnings.

Apologies in advance for the minor audio drop five minutes in. 

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Andrew, Ben, and Tom discuss this morning's PPI data, China's retaliation, and various earnings. 

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Ben and Tom discuss yesterday's market reaction to the 90-day pause and this morning's CPI data. 

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Ben and Tom discuss tariffs kicking in and China's retaliation. 

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