The Morning Market Briefing

Andrew, Ben, and Tom discuss the major points of the Israel-Gaza peace announcement, an update on the potential government shutdown, and Hegseth's mystery meeting with top military officials. 

Song: Meet in the Middle - Diamond Rio


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Andrew, Ben, and Tom discuss the latest M&A activity, potential government shutdowns, and Goldman Sachs' upgrade of equities to overweight. 

Song: Rhiannon - Fleetwood Mac


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Ben and Tom discuss this morning's PCE data, GDP revision, and more Fed talk. 

Song: Good Vibrations - The Beach Boys


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Ben and Tom discuss KB Home earnings, Stephen Miran's comments from the Economic Club of New York, and recapping yesterday's CFA meeting.

Song: Fly Like an Eagle - Steve Miller Band


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Ben discusses Micron earnings, Trump at the UN General Assembly, and Powell's comments on inflation. 

Song: Touch of Grey - Grateful Dead


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Ben discusses yesterday's Autism Announcement, Bessent's comments on Argentina, and Nvidia's investment of up to $100 billion in OpenAI. 

Song: If This Is Just a Game - David Allan Coe 


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Ben discusses Pfizer's latest acquisition and the implications of the new H-1B rules. 

Song: September - Earth, Wind, & Fire


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Andrew, Ben, and Tom discuss Lennar earnings, Bank of Japan's rate decision, and the week ahead. 

Song: Amie - Pure Prairie League


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Andrew, Ben, and Tom discuss yesterday's rate cut, BOE meeting, Darden earnings, and Nvidia investing $5B in Intel. 


Song: You Never Even Called Me by My Name - David Allan Coe

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Andrew and Ben discuss the TikTok deal framework, pharma companies investing in the US, and a preview of the Fed meeting today. 


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