The Morning Market Briefing

By Narwhal Capital ManagementBusiness Investing

The Morning Market Briefing episodes

April 24, 2025 Bessent Speaks at Institute of International Finance | April 24, 2025 – Morning Market Briefing
Andrew and Tom discuss Bessent's speech at the Institute of International Finance, China fighting protestors, and various earnings updates.

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
19 min
April 23, 2025 Elon to Cut Back on DOGE Time | April 23, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss progress in tariffs and Tesla earnings.

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
20 min
April 22, 2025 Nomura Makes Largest Acquisition Since Lehman | April 22, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pill underperforming Eli Lilly.

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
27 min
April 21, 2025 Muni Market Turbulence & Medicaid Budget Cuts | April 21, 2025 – Morning Market Briefing
Ben and Tom discuss the death of Pope Francis, muni market turbulence, and Medicaid budget cuts.

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
18 min
April 17, 2025 Jay Powell Remains Hawkish | April 17, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Powell's speech, the ECB rate cut, and various earnings.

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
22 min
April 16, 2025 Hong Kong Halts Shipments Bound for US | April 16, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Bessent's interview on Yahoo Finance, China's retaliation, and various earnings.

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
20 min
April 15, 2025 BofA Fund Manager Survey: Global Growth Expectations Hits Record Low | April 15, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey.

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
23 min
April 14, 2025 U. of Michigan Consumer Sentiment: Delusion vs. Reality | April 14, 2025 – Morning Market Briefing
Ben and Tom discuss the University of Michigan's Sentiment report, Medicaid budget cuts, and Goldman Sachs earnings.

Apologies in advance for the minor audio drop five minutes in.

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
21 min
April 11, 2025 PPI Declines & China Retaliates with Tariffs of 125% | April 11, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss this morning's PPI data, China's retaliation, and various earnings.

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
25 min
April 10, 2025 Market Jumps 10% After Trump Authorizes 90 Day Pause | April 10, 2025 – Morning Market Briefing
Ben and Tom discuss yesterday's market reaction to the 90-day pause and this morning's CPI data.

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
25 min

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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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