Narwhal Capital Management

The Morning Market Briefing

Business EN ↓ 1079 episoder

The Morning Market Briefing presented by Narwhal Capital Management offers daily market commentary and long-form investment analysis, opinion, theory, and entertainment. Visit our website: https://www.narwhal.com/ Please see disclosures: https://www.narwhal.com/disclosure

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Forfatter

Narwhal Capital Management

Kategori

Business

Podcastens hjemmeside

www.spreaker.com

Seneste episode

30. okt. 2026

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Episoder

Earnings Just Keep Coming & GDP for Q3 | October 26, 2023 – Morning Market Briefing 26.10.2023 14:48

Jonathan & Tom discussed GDP for Q3, ECB meeting, & tons of more 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

Israel Updates & Busy Week For Earnings | October 25, 2023 – Morning Market Briefing 25.10.2023 17:46

Ben & Tom discussed Israel updates, new house speaker?, & earnings for Google, Microsoft, Visa, T-Mobile, Boeing, General Dynamics, & Texas Instruments. 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

10-Year Retreat, The State of The Economy & Big Earnings | October 24, 2023 – Morning Market Briefing 24.10.2023 11:07

Ben discussed 10-year retreats as bond shorts cover following Ackman tweet, state of the economy, & lots of 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

10-Year Rate Crosses 5% & Upcoming Earnings | October 23, 2023 – Morning Market Briefing 23.10.2023 14:56

Tom, Andrew, & Ben discussed 10 year rates crossing 5%, Chinese investigation into iPhone manufacturer, Disney seeing to sell Disney Star, Chevron buys Hess, & upcoming 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

The State of Freight, Oil, & Consumer & Biden Addresses Conflicts | October 20, 2023 – Morning Market Briefing 20.10.2023 20:32

Tom & Ben discussed Biden addresses international conflicts, Powell discusses monetary policy, & the freight, oil, & consumer market. 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

U.S. Sends Aid to the Middle East & Interest Rates Jump | October 19, 2023 – Morning Market Briefing 19.10.2023 20:33

Tom & Ben discussed Israel-Hamas war, Rishi Sunak in Israel, U.S. aid, explosive interest rates, & earnings for Discover, Black Stone, Tesla, & more! 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

Israel-Hamas War, Bond Market & Even More Earnings | October 18, 2023 – Morning Market Briefing 18.10.2023 18:19

Tom & Andrew discussed Israel-Hamas war, Biden in Israel, European CPI signals, bond market & earnings for JB Hunt, Proctor & Gamble & Travelers. 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

Tons of Earnings & And Economic Data | October 17, 2023 – Morning Market Briefing 17.10.2023 16:26

Tom, Ben, & Andrew discussed earnings for Johnson & Johnson, Bank of America, Goldman Sachs, Lockheed Martin, & and economic 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

Rite Aid Bankruptcy, Schwab Earnings, & Israel Updates | October 16, 2023 – Morning Market Briefing 16.10.2023 14:41

Tom, Ben, & Andrew discussed Rite Aid bankruptcy, Schwab earnings, Israel updates, & China bouncing back (a little bit). 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

Israel Updates, Oil Prices, & United Health, JP Morgan & Blackrock Earnings | October 13, 2023 – Morning Market Briefing 13.10.2023 16:45

Ben discussed House Speaker bid, Israel updates, oil prices, & United Health, JP Morgan & BlackRock 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

CPI Updates, House Speakership, & Earnings Updates | October 12, 2023 – Morning Market Briefing 12.10.2023 23:57

Tom, Ben, & Andrew discussed Fed Minutes, CPI updates, House Speakership, Earnings updates, & Oregon Hate Week! 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

Producer Price Index, Fed Updates, & Falling Rates | October 11, 2023 – Morning Market Briefing 11.10.2023 17:15

Tom & Jonathan discussed Producer Price Index, Fed updates, falling rates, large banks grappling with loan write-offs, & Louis-Vuitton 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

PepsiCo Earnings, Presidential Race, & Israel Updates | October 10, 2023 – Morning Market Briefing 10.10.2023 19:26

Tom, Andrew, & Ben discussed PepsiCo earnings, small business optimism, bond market, Presidential race, and Israel updates. 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

Hamas Attack on Israel, Bristol Myers Acquisition, & Friday’s Market Rally | October 9, 2023 – Morning Market Briefing 09.10.2023 16:10

Tom, Andrew, & Ben discussed Hamas Attack on Israel, Disney activist Nelson Peltz, Friday’s market rally, & Bristol Myers acquisition of Mirati Therapeutics 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

Unemployment Rates, Exxon M&A, & Upcoming Earnings | October 6, 2023 – Morning Market Briefing 06.10.2023 15:29

Tom, Andrew, & Ben talked unemployment rates, hourly earnings, Exxon acquisition of Pioneer, and upcoming 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

Transportation Industry, Gas & Oil Prices, & The Bond Market | October 5, 2023 – Morning Market Briefing 05.10.2023 29:52

Tom & Ben discussed the transportation industry, gas & oil prices, & the bond market 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

Auto Sales Defy Gravity, House Speaker Removal, & Bond Sell-Offs | October 4, 2023 – Morning Market Briefing 04.10.2023 14:37

Tom, Ben, & Andrew discussed speaker of the house removal, auto sales, & bond selloffs. 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

ISM Manufacturing Data, Meta Updates, & AI in The Workplace | October 3, 2023 – Morning Market Briefing 03.10.2023 18:40

Tom, Ben, & Andrew discussed ISM manufacturing data, impacts of rate changes, Meta updates, AI in the workplace. 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

Averted Government Shutdown, Market Updates, & Macro Forecasts | October 2, 2023 – Morning Market Briefing 02.10.2023 13:47

Tom & Moe discussed averted government shutdown, market updates, Japan economic survey, & macro forecasts. 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

Government Shutdown, Central Bank Updates, & Nike Earnings | September 29, 2023 – Morning Market Briefing 29.09.2023 20:01

Tom, Moe, and Ben discussed potential government shutdown, central bank updates, Nike earnings, end of quarter updates. 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

CarMax, AGCO, Bond Market, & Micron Earnings | September 28, 2023 – Morning Market Briefing 28.09.2023 22:51

Tom and Ben discussed CarMax, AGCO, the bond market, Micron earnings, and lots more. 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

Amazon Anti-Trust Lawsuit, President Biden & UAW, & Costco Earnings | September 27, 2023 – Morning Market Briefing 27.09.2023 16:44

Moe and Ben discussed Amazon anti-trust lawsuit, President Biden & UAW, government shutdown, Costco 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

Bond Market, Inflation, & And Housing Market | September 26, 2023 – Morning Market Briefing 26.09.2023 14:35

Moe, Tom, and Ben discussed the bond market, inflation, government shutdown, and housing market. 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

Bond Selloffs, Writer’s Strike Updates, & Amazon’s AI Investment | September 25, 2023 – Morning Market Briefing 25.09.2023 17:24

Tom and Ben discussed bond sell-offs, ESG pushes in oil-based products, writer’s strike updates, & Amazon’s AI investments. 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

Interest Rates, Splunk Acquisition, & Earnings Expectations | September 22, 2023 – Morning Market Briefing 22.09.2023 16:17

Tom and Ben discussed interest rates, bank movements, Splunk acquisition, earnings expectations. 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