Narwhal Capital Management

The Morning Market Briefing

Business EN ↓ 1000 episodes

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

Author

Narwhal Capital Management

Episodes

Small Business Optimism Rises & CPI Remains Steady | August 12, 2025 – Morning Market Briefing 12.08.2025 19:41

Ben and Tom discuss this morning's CPI data, small business optimism, and the HBI-Gildan merger. Song: Beautiful Disaster - 311 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

AMD & Nvidia to Pay 15% China Revenue to the US | August 11, 2025 – Morning Market Briefing 11.08.2025 15:37

Andrew, Ben, and Tom discuss AMD and Nvidia paying 15% of their China revenue to the US. Please reach out to hfish@narwhal.com if you are interested in our fantasy football league. Song: Roundabout - YES 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

Meta Lands Funding Deal with Pimco and Blue Owl | August 8, 2025 – Morning Market Briefing 08.08.2025 18:39

Ben and Tom discuss Meta's funding plan 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

Apple $600 Investment Announcement & 100% Tariffs on Semiconductors | August 7, 2025 – Morning Market Briefing 07.08.2025 16:59

Andrew and Tom discuss Apple's $600B investment, BoE rate cut, and various earnings. Song: Corduroy - Pearl Jam 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

Where Are We in the Cycle? Early vs. Late Cycle | August 6, 2025 – Morning Market Briefing 06.08.2025 31:47

Andrew, Ben, and Tom discuss early vs. late cycle, ISM services, and various earnings. Song: Drown - Smashing Pumpkins 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

San Francisco Fed President Mary Daly Calls for Cuts | August 5, 2025 – Morning Market Briefing 05.08.2025 18:49

Andrew and Ben discuss San Francisco Fed President Mary Daly's call for interest rate cuts, trade balance data, and various earnings. Song: Heaven Beside You - Alice In Chains 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

BLS Director Erika McEntarfer Fired | August 4, 2025 – Morning Market Briefing 04.08.2025 18:46

Andrew and Ben discuss BLS Director Erika McEntarfer being fired by Trump, Fed Governor replacement for Andrea Kugler, and Berkshire Hathaway earnings. Song: Sharp Dressed Man - ZZ Top 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

July Jobs Fall Short of Expectations | August 1, 2025 – Morning Market Briefing 01.08.2025 30:11

Ben, Mason, and Pedro discuss this morning's jobs data, tariffs, the presidential fitness test, earnings, and Mason's exit interview. Song: Spiderwebs - No Doubt 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

"Too Late" Powell Leaves Rates Unchanged | July 31, 2025 – Morning Market Briefing 31.07.2025 26:14

Andrew, Ben, Thomas, and Tom discuss yesterday's Fed meeting, the crash in copper prices, an update on trade deals, and Thomas's exit interview. Song: Found Out About You - Gin Blossoms 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

GDP Jumps to 3% & Consumer Confidence Increases | July 30, 2025 – Morning Market Briefing 30.07.2025 25:25

Andrew, Ben, and Tom discuss jobs numbers, consumer confidence, and this morning's GDP data. Song: Georgy Porgy - Toto 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

Trump Floats Patent System Overhaul & Fed Preview | July 29, 2025 – Morning Market Briefing 29.07.2025 21:20

Andrew and Ben discuss Trump's potential patent system overhaul, a Fed preview, and various earnings. Song: Untitled - Smashing Pumpkins 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

EU Tariff Deal and an Update on Tariff Revenue | July 28, 2025 – Morning Market Briefing 28.07.2025 13:20

Andrew, Ben, Hannah, and Tom discuss EU tariff deal, Goldman Sachs forgoes job cuts, and the week ahead. Song: Nights on Broadway - Bee Gees 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

Trump Tours Federal Reserve Building & More M&A Activity | July 25, 2025 – Morning Market Briefing 25.07.2025 16:21

Aden, Ben, & Tom discuss Trump's tour of the Federal Reserve building, M&A activity, various earnings, and closing questions for Aiden's last day. Song: Real American - Rick Derringer 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

ECB Keeps Rates Steady & Trump AI Action Plan | July 24, 2025 – Morning Market Briefing 24.07.2025 27:04

Ben and Tom discuss the ECB keeping rates steady, Trump's AI action plan, and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath 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

Japan to Invest $550b in the US | July 23, 2025 – Morning Market Briefing 23.07.2025 20:12

Ben and Tom discuss the Japan trade deal and various earnings. Song: War Pigs / Luke's Wall - Black Sabbath 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

Coca-Cola, Philip Morris, & General Motors Earnings | July 22, 2025 – Morning Market Briefing 22.07.2025 19:39

Ben and Tom discuss earnings for KO, GM, PM, DHR, LMT, RTX, and NOC. Song: Mr. Brightside- The Killers 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

Bank Earnings, Pressure on the Fed, & Atlanta's Growth | July 21, 2025 – Morning Market Briefing 21.07.2025 23:42

Ben and Tom give their thoughts on last week's market and the Wall Street Journal's article on Atlanta's growth slowing. Song: Still The Same - Bob Seger & The Silver Bullet Band 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

United Pacific in Talks to Buy Norfolk Southern | July 18, 2025 – Morning Market Briefing 18.07.2025 10:49

Andrew and Pedro discuss UNP potentially buying NSC, NFLX earnings, & Iran is rearming its militia allies. Song: Over the Hills and Far Away - Led Zeppelin 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

Voting Age in UK Lowered & EU Fighting US Tariffs | July 17, 2025 – Morning Market Briefing 17.07.2025 13:20

Andrew and Thomas discuss the UK lowering its voting age to 16 and the EU preparing a list of retaliatory measures, including tariffs on the US. 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

Indonesia Trade Deal & 401(k) Private Investments | July 16, 2025 – Morning Market Briefing 16.07.2025 18:34

Andrew, Thomas, and Tom discuss this morning's PPI data, the U.S. trade deal with Indonesia, and Trump's executive order to include private investments in 401(k) plans. Song: Trippin' on a Hole in a Paper Heart - Stone Temple Pilots 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:...

CPI Comes in Slightly Cold & Nvidia Exporting Chips to China | July 15, 2025 – Morning Market Briefing 15.07.2025 22:33

Andrew, Ben, and Tom discuss this morning's CPI data, BofA Fund Manager Survey, and various company updates. Song: Whatever - Oasis 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

U.S. June Budget Surplus & Crypto Week in Congress | July 14, 2025 – Morning Market Briefing 14.07.2025 16:49

Andrew, Ben, and Tom discuss Mexico's potential tariff deal, the U.S. June budget surplus, and crypto week in Congress. Song: The Gambler - Kenny Rogers 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

U.S. Selling Weapons to NATO & Narwhal Relay Race | July 11, 2025 – Morning Market Briefing 11.07.2025 10:31

Andrew, Ben, and Tom discuss Waller's recent statements about the Fed, Trump's sale of weapons to NATO with the understanding that they are intended for Ukraine, and an update on Narwhal's Relay Race. Song: Scarface (Push it to the Limit) - Paul Engemann 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 s...

Long-Bond Interest Rates Fall & Ferrero to Buy Kellogg | July 10, 2025 – Morning Market Briefing 10.07.2025 21:40

Andrew, Ben, and Tom discuss long-bond interest rates falling, Costco sales, and Ferrero to buy Kellogg. Song: Your Mama Don't Dance - Loggins & Messina 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

Trump Threatens 50% Tariffs on Copper & 200% on Pharmaceuticals | July 9, 2025 – Morning Market Briefing 09.07.2025 22:34

Andrew and Tom discuss Trump's threat of 50% tariffs on copper and 200% on pharmaceuticals, the EU trade deal is ready to be signed, and Apple is losing executives. 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