The Morning Market Briefing

By Narwhal Capital ManagementBusiness Investing

The Morning Market Briefing episodes

March 12, 2025 CPI Cooler Than Expected & Mortgage Applications Up Again | March 12, 2025 – Morning Market Briefing
Ben and Tom discuss this morning's economic data, foreign holdings of US stocks, and an update on Greenland.

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
March 11, 2025 What Happened Yesterday? Why We See Opportunity, Not Panic | March 11, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss yesterday's market, NFIB Small Business Optimism, 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
23 min
March 10, 2025 Mark Carney is Canada's Next Prime Minister | March 10, 2025 – Morning Market Briefing
Ben and Tom discuss Mark Carney as the next PM of Canada, ServiceNow buying AI Agent Moveworks, and an update on TikTok.

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
March 07, 2025 Ukraine Negotiations Begin on Monday & Broadcom Earnings | March 7, 2025 – Morning Market Briefing
Andrew, Ben, and Pedro discuss Ukraine negotiations, Bessent at the Economic Club of New York, FAST numbers, 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
17 min
March 06, 2025 ECB Cuts Rates & Beige Book Shows Economic Activity Up Slightly | March 6, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book.

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
March 05, 2025 Germany's Massive Fiscal Stimulus & Trump Addresses Joint Session of Congress | March 5, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss ADP employment data, Germany's fiscal stimulus, and Trump's address to Congress.

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
March 04, 2025 Taiwan Semiconductor to Invest $100b in US | March 4, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Target earnings, Taiwan Semiconductor investing $100b in the US, and an update on tariffs.

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
March 03, 2025 Zelensky in The Oval Office & China Stimulus | March 3, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss Zelensky in The Oval Office, China's stimulus plan, and tariffs going into effect tomorrow.

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
February 28, 2025 Trump Talks Tariffs with Keir Starmer | February 28, 2025 – Morning Market Briefing
Andrew and Tom talk Trump's meeting with Keir Starmer, yesterday's sell-off, and the week ahead.

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
14 min
February 27, 2025 Mr. Beast is Raising Capital & Nvidia Beats Earnings | February 27, 2025 – Morning Market Briefing
Andrew, Ben, and Tom discuss GDP revision, Mr. Beast raising capital, Nvidia earnings, and an update on tariffs.

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

About The Morning Market Briefing

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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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