The Morning Market Briefing

Ben provides an update on Ukraine peace talks and Nvidia's latest acquisition. 

Join our live YouTube stream Monday through Friday at 8:30 EST:
http://www.youtube.com/@TheMorningMarketBriefing

Please see disclosures:
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Ben provides an update on geopolitics and Q3 GDP data. Today was our final stream on Zoom. Starting next Monday, the 29th, we’ll be streaming on YouTube. Link to our channel is below. 

http://www.youtube.com/@TheMorningMarketBriefing

Song: Last Christmas - Taylor Swift


For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss Apollo pulling back on risk, Chicago shifting property taxes away from commercial properties, and Beth Hammack urging a pause in rate cuts.

Song: Mele Kalikimaka - Jimmy Buffett


For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss Nike’s earnings, FedEx’s earnings, and the weakening yen.

Song: Wonderful Christmastime - Paul McCartney


For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss this morning’s CPI data, Micron’s earnings, and Trump’s address to the nation.

Song: YMCA (Christmas Version) - Furnace and the Fundamentals

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss OpenAI’s Amazon deal, UK inflation, and expectations ahead of Trump’s address to the nation.

Song: The Christmas Shoes - NewSong

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss the October and November jobs reports and Ford’s restructuring of its EV program.

Song: Little Saint Nick - Beach Boys

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure

Ben and Tom discuss iRobot’s bankruptcy, ServiceNow’s latest acquisition, and the Fed chair search narrowing to two Kevins. 

Song: Christmas in Dixie - Alabama

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure

Andrew and Tom give an update on the market and discuss several earnings reports.








Song: That Was A Crazy Game of Poker - O.A.R.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss their takeaways from yesterday’s Fed meeting and break down Oracle’s earnings.

Song: I Will Possess Your Heart - Death Cab for Cutie

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure