The Morning Market Briefing

Tom talks about his experience speaking at the FRA Sub-Advised Funds Forum at the Harvard Club of New York City, Elon teases Tesla Taxis on X, and the NFIB survey is reviewed. 


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

Apologies for the late upload. Andrew Hall and Producer Hicks chat about D.C., Jamie Dimon, 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

Nonfarm payrolls, JNJ is buying Shockwave, and Fed talk is heating up. 

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

Jay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill Dudley's Op-Ed, and ISM Services. 

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

Tesla deliveries are below the 450k estimate, Disney has an expensive proxy vote, Taiwan has its strongest earthquake in 25 years, and inflation is lower in Europe... for now.


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

A globally synchronized recovery may be a front, missiles strike Iran's embassy in Damascus, and an increase in oil prices. 


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

Jay Powell squashed Christopher Waller's comments on Friday saying that he stilll thinks inflation is coming down, China PMIs accelerate, and Tesla deliveries are likely released tomorrow. 

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

European doves and American hawks, Restoration Hardware earnings, Amazon's efficiency, and the return of M&A. 

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

Visa and MasterCard reach a $30 billion deal with US retailers, Merck receives FDA approval for Winrevair in the US, and why the Artisan Developing World Fund is a wolf in sheep's clothing. 


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

Adam Neumann offers to buy WeWork, Fed speakers have a hawkish outlook, and Netanyahu is no longer sending two delegates to the US. 

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