The Morning Market Briefing

Andrew, Ben, and Tom discuss the Risk Control Summit and yesterday's 20-year bond auction.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew and Tom discuss the ZEW indicator of Economic Sentiment, Nasdaq planning a second US headquarters in Dallas, and fed meeting preview.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss February retail sales data, Forever 21 bankruptcy, and Trump's message to the Houthis.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Ben and Tom discuss Schumer's vote to keep the government open, the Senate hearing for Dr. Oz, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Ben and Tom discuss this morning's PPI number, Adobe earnings, and the looming government shutdown.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Ben and Tom discuss this morning's economic data, foreign holdings of US stocks, and an update on Greenland.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss yesterday's market, NFIB Small Business Optimism, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Ben and Tom discuss Mark Carney as the next PM of Canada, ServiceNow buying AI Agent Moveworks, and an update on TikTok.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Pedro discuss Ukraine negotiations, Bessent at the Economic Club of New York, FAST numbers, and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss Marvell earnings, ECB cutting rates again, and economic data from the Beige Book.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss ADP employment data, Germany's fiscal stimulus, and Trump's address to Congress.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss Target earnings, Taiwan Semiconductor investing $100b in the US, and an update on tariffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss Zelensky in The Oval Office, China's stimulus plan, and tariffs going into effect tomorrow.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew and Tom talk Trump's meeting with Keir Starmer, yesterday's sell-off, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss GDP revision, Mr. Beast raising capital, Nvidia earnings, and an update on tariffs.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss the Ukraine mineral rights deal, The Gold Card, and a preview of Nvidia earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss current market sentiment and various earnings.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss Warren Buddett's annual letter, Microsoft canceling data center leases, and Trump at CPAC.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, Pedro, and Tom discuss the USA vs Canada hockey game, Musk at CPAC, and the DOJ investigating UNH.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss yesterday's Fed minutes, defense budget cuts, and the new iPhone 16e.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Ben and Tom discuss Canadian Pacific's presentation at the Citi Global Conference, today's Apple Event, and Bill Ackman working with Howard Hughes.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom give an update on the housing market, the US pushing INTC into a deal, and Russia/Ukraine peace talks.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Tom and Pedro discuss Trump's "fair and reciprocal plan” to address the US trade deficit, Vance on Russia/Ukraine, Retail Sales data, and the week ahead.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Tom discusses this morning's PPI numbers and Jay Powell at Congress.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure

Andrew, Ben, and Tom discuss Powell's comments yesterday to Congress and this morning's CPI data.  For information on how to join the Zoom calls live each morning at 8:30 EST, visit: https://www.narwhal.com/blog/daily-market-briefings Please see disclosures: https://www.narwhal.com/disclosure