The Morning Market Briefing

Andrew, Ben, and Tom discuss the Ukraine mineral rights deal, The Gold Card, and a preview of Nvidia earnings. 

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Andrew, Ben, and Tom discuss current market sentiment and various earnings. 

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Andrew, Ben, and Tom discuss Warren Buddett's annual letter, Microsoft canceling data center leases, and Trump at CPAC. 

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Andrew, Ben, Pedro, and Tom discuss the USA vs Canada hockey game, Musk at CPAC, and the DOJ investigating UNH. 

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Andrew, Ben, and Tom discuss yesterday's Fed minutes, defense budget cuts, and the new iPhone 16e. 

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Ben and Tom discuss Canadian Pacific's presentation at the Citi Global Conference, today's Apple Event, and Bill Ackman working with Howard Hughes. 

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Andrew, Ben, and Tom give an update on the housing market, the US pushing INTC into a deal, and Russia/Ukraine peace talks. 

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Tom and Pedro discuss Trump's "fair and reciprocal plan” to address the US trade deficit, Vance on Russia/Ukraine, Retail Sales data, and the week ahead. 

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Tom discusses this morning's PPI numbers and Jay Powell at Congress. 

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Andrew, Ben, and Tom discuss Powell's comments yesterday to Congress and this morning's CPI data. 

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Please see disclosures:
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