The Morning Market Briefing

Ben and Tom discuss international issues and their potential impact on the market and tomorrow's Fed meeting. 


Song: Fire on the Mountain - The Marshall Tucker Band
 

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Andrew and Ben discuss US-China talks, German elections, Mark Carney's homebuilding plan, and the week ahead. 

Song: Family Tradition - Hank Williams Jr.
 

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Andrew, Ben, and Tom share thoughts ahead of next week's Fed meeting. 

Song: Minute by Minute - The Doobie Brothers 
 

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Andrew, Ben, and Tom discuss the tragic assassination of Charlie Kirk and yesterday's market. 

Song: Where Were You - Alan Jackson
 

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Andrew, Ben, and Tom discuss Oracle's jump after earnings, the iPhone 17, Lisa Cook keeping her job, and this morning's PPI data. 

Song: Karma Police - Radiohead
 

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Ben and Tom discuss France's firing of their Prime Minister, the NFIB Small Business Optimism, and a preview of Apple's event today.

Song: Say It Ain't So - Weezer
 

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Andrew, Ben, Hannah, and Tom discuss Bessent's latest articles on the Fed, Japan's Prime Minister's plan to resign, and the week ahead. 
 

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Andrew, Pedro, and Tom discuss Stephen Miran's testimony, ISM services, Lululemon and Broadcom earnings. 


Song: Walkin' on the Sun - Smash Mouth 

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Andrew and Hicks discuss the JOLTS report, CRM earnings, the German economy expectation of slower growth, and Stephen Miran facing Senate confirmation today. 

Song: Band On The Run - Paul McCartney 

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Andrew and Tom discuss Google's avoidance of the antitrust breakup, Klarna's potential IPO, and ISM manufacturing.  

Song: (Just Like) Starting Over - John Lennon 

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Please see disclosures:
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