The Morning Market Briefing

By Narwhal Capital ManagementBusiness Investing

The Morning Market Briefing episodes

March 12 Hormuz Still Not Open as Iran Hits Tankers + CEO Confidence | March 12, 2026 – Morning Market Briefing
Ben and Tom discuss the Hormuz still not open, trade probes, and CEO confidence.

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18 min
March 11 CPI Comes in Flat & New US Oil Refinery | March 11, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's CPI, energy costs, and an update on the Middle East.

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26 min
March 10 Is Trump Ending The Iran War Sooner Than Later? | March 10, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Trump potentially ending the war and NFIB small business optimism.

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20 min
March 09 Straight of Hormuz Remains Effectively Closed | March 9, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss the Strait of Hormuz, Iran's new leader, and Trump leaning towards boots on the ground.

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22 min
March 06 Bleak Jobs Numbers & Iran War Extension | March 6, 2026 – Morning Market Briefing
Ben and Tom discuss this morning's jobs data, the Iran War extension, and the week ahead.

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25 min
March 05 ISM Services Accelerates & Strong Broadcom Earnings | March 5, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss their takeaways from the First Trust Forum, ISM Services, and the Fed Beige Book.

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23 min
March 04 Yesterday's Market & The Fed's Refusal to Cut | March 4, 2026 – Morning Market Briefing
Andrew and Tom discuss yesterday's market, the Fed's refusal to cut, and an update on the Blackstone employee bail-in.

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18 min
March 03 Why Bonds are Selling Off & Private Credit Fund Redemptions | March 3, 2026 – Morning Market Briefing
Andrew, Ben, and Tom discuss Iran, bonds selling off, and Blackstone private credit fund redemptions.

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21 min
March 02 The War on Iran & ISM Manufacturing | March 2, 2026 – Morning Market Briefing
Andrew and Tom discuss

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20 min
February 27 Block Lays of 40% of Workforce & Hotter Than Expected PPI | February 27, 2026 – Morning Market Briefing
Andrew and Tom discuss Block's massive lay-off, Dell crushing earnings, and PPI coming in hotter than expected.

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Please see disclosures:
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24 min

About The Morning Market Briefing

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The Morning Market Briefing presented by Narwhal Capital Management offers daily market commentary and long-form investment analysis, opinion, theory, and entertainment.

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