Ben and Tom discuss the Bloomberg outage and bonds selling off again. 

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Ben and Tom discuss last night's Japanese bond auction and the impact of tariffs. 

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Ben and Tom discuss the University of Michigan survey data, the current status of the budget, and the US debt downgrade. 

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Ben and Tom discuss the potential Charter and Cox Communications merger, Meta's AI delays, and Novo Nordisk firing its CEO. 

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Andrew, Ben, and Tom discuss deregulation for banks, Apple increasing production in the United States, and various earnings. 

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Andrew discusses Medicaid cuts to control inflated government payments, Saudi Arabia's investment in the U.S., and Microsoft layoffs. 

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Andrew, Ben, and Tom discuss yesterday's market rally, this morning's CPI data, and NFIB Small Business Optimism.  

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Andrew, Ben, and Tom discuss the China tariff deal, prescription drug price reduction, and Apple's 2027 product list. 

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Ben, Tom, and Pedro discuss trade updates with the UK and China, potential tax changes for high-earners/carried interest, and semiconductor earnings.

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Andrew, Ben, and Tom discuss yesterday's Fed meeting, a UK/U.S. trade deal, and a big announcement from the administration coming Monday.

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Please see disclosures:
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