The Morning Market Briefing

Ben and Tom discuss the NFIB Small Business Optimism Survey's biggest jump since 1980, Mondelez looks to acquire Hershey, and the UNH CEO's alleged murderer was caught. 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Andrew, Ben, and Tom discuss Trump on Meet the Press, Syria's coup, Romanian elections, and the week ahead. 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Andrew, Ben, Tom, and Pedro, also known as "The Four Horsemen," discuss Lululemon earnings, jobs numbers, pharma CEOs at Mar-a-Largo, and China's ban on shipments of gallium. Also, shout out to our Bulgarian listeners. 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Andrew and Tom discuss yesterday's assassination of Brian Thompson and Jay Powell's speech at the DealBook Summit. 

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Andrew, Ben, and Tom discuss South Korea's political drama, AI-fueled tech company earnings, and more consumer data.  

For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Ben and Tom discuss AT&T's guidance for 2025, Microchip's new CEO, and a very strong ISM Manufacturing report. 


For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Andrew, Ben, and Tom discuss France's budget negotiations, China PMI, and the week ahead. 


For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Andrew, Ben, and Tom discuss consumer confidence, PC earnings, tariff freak-outs, and the Hezbollah/Israel cease-fire. Happy Thanksgiving. There will be no calls on Thursday or Friday. We will be back on Monday. 



For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Ben and Tom discuss Trump's proposed tariffs, Qualcomm's loss of interest in buying Intel, and various earnings. 


For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure

Ben and Tom discuss Trump's 3-3-3 plan, his new Treasury Secretary pick, and the week ahead. 


For information on how to join the Zoom calls live each morning at 8:30 EST, visit
https://www.narwhalcapital.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhalcapital.com/disclosure