The Morning Market Briefing

Ben and Tom give their thoughts on last week's market and the Wall Street Journal's article on Atlanta's growth slowing. 

Song: Still The Same - Bob Seger & The Silver Bullet Band

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Andrew and Pedro discuss UNP potentially buying NSC, NFLX earnings, & Iran is rearming its militia allies. 

Song: Over the Hills and Far Away - Led Zeppelin

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Andrew and Thomas discuss the UK lowering its voting age to 16 and the EU preparing a list of retaliatory measures, including tariffs on the US. 


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Andrew, Thomas, and Tom discuss this morning's PPI data, the U.S. trade deal with Indonesia, and Trump's executive order to include private investments in 401(k) plans. 

Song: Trippin' on a Hole in a Paper Heart - Stone Temple Pilots

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Andrew, Ben, and Tom discuss this morning's CPI data, BofA Fund Manager Survey, and various company updates. 

Song: Whatever - Oasis

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Andrew, Ben, and Tom discuss Mexico's potential tariff deal, the U.S. June budget surplus, and crypto week in Congress. 

Song: The Gambler - Kenny Rogers

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Andrew, Ben, and Tom discuss Waller's recent statements about the Fed, Trump's sale of weapons to NATO with the understanding that they are intended for Ukraine, and an update on Narwhal's Relay Race. 

Song: Scarface (Push it to the Limit) - Paul Engemann

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Andrew, Ben, and Tom discuss long-bond interest rates falling, Costco sales, and Ferrero to buy Kellogg. 


Song: Your Mama Don't Dance - Loggins & Messina

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Andrew and Tom discuss Trump's threat of 50% tariffs on copper and 200% on pharmaceuticals, the EU trade deal is ready to be signed, and Apple is losing executives. 


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Andrew, Ben, and Tom discuss Trump's letters to countries that didn't make a tariff deal and NFIB small business optimism. 


For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
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