The United States sues to prevent the Coach/Michael Kors merger, and multiple earnings are reviewed this morning.
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Ben and Tom discuss the new bill the House approved over the weekend, Georgia attracting immigrants, and the week ahead.
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Andrew, Ben, and Tom discuss Israel's drone strike on Iran, Meta launching Llam 3 AI, more earnings, and the Bitcoin halving.
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Apologies for today's audio; wifi is down at the office. Ben reviews JBHT and KNX earnings, the Fed Beige book, TSM earnings, and pension funds pulling out of stocks.
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Ben, Tom, and Andrew discuss Jay Powell's recent comments on the 12-month core PCE, Biden's mention of student loan forgiveness, and the Bank of America Fund Manager Survey.
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Ben and Tom discuss yesterday's dip in the market and BAC, UNH, and JNJ earnings.
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Ben and Tom discuss Iran's attack on Israel, Salesforce eyeing Informatica, Tesla's layoffs, and the week ahead.
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Ben and Tom review bank earnings and discuss Iran.
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Apologies for the intro; I was muted for the first few seconds. Andrew reviews yesterday's CPI numbers and their effect on the market.
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Ben and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit forecast.
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16 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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