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

Improving Income, Inflation, and Spending Data | June 2, 2025 – Morning Market Briefing 02.06.2025 21:19

Ben and Tom discuss Russia/Ukraine and improving US economic 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

China Trade Talks Stalled & Elon's Last Day | May 30, 2025 – Morning Market Briefing 30.05.2025 16:56

Andrew, Tom, and Thomas discuss the status of the China trade talks, Trump's meeting with Powell, and Elon's last day. 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

Nvidia Earnings & Trump Tariffs Ruled Illegal | May 29, 2025 – Morning Market Briefing 29.05.2025 16:32

Andrew and Tom discuss Nvidia earnings and Trump's tariffs being ruled illegal in federal court. 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

Surprisingly Strong Consumer Confidence | May 28, 2025 – Morning Market Briefing 28.05.2025 19:54

Andrew, Ben, and Tom discuss yesterday's consumer confidence report, Macy's earnings, and Trump's day off. 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

Stocks Rebound as 50% EU Tariff Threat is Delayed | May 27, 2025 – Morning Market Briefing 27.05.2025 18:36

Andrew, Ben, and Tom discuss Trump's delay of the 50% tariff on the EU, Japanese bond issuance, and Redfin's home 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

The Big Beautiful Bill Moves to the Senate | May 23, 2025 – Morning Market Briefing 23.05.2025 18:54

Andrew, Ben, Pedro, and Tom discuss the Big Beautiful Bill, the MAHA Report, and Booz Allen Hamilton 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

Yesterday's Bond & Equity Sell-Off | May 22, 2025 – Morning Market Briefing 22.05.2025 22:48

Andrew, Ben, and Tom discuss yesterday's sell-off 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

Bloomberg Terminal Outage & Bonds Sell Off Again | May 21, 2025 – Morning Market Briefing 21.05.2025 17:20

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

Japanese Bond Auction & Impact of Tariffs | May 20, 2025 – Morning Market Briefing 20.05.2025 16:05

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

Budget Goes to The House & US Debt Downgraded | May 19, 2025 – Morning Market Briefing 19.05.2025 17:04

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

Charter in Talks to Merge with Cox Communications | May 16, 2025 – Morning Market Briefing 16.05.2025 19:19

Ben and Tom discuss the potential Charter and Cox Communications merger, Meta's AI delays, and Novo Nordisk firing its CEO. 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 Deregulation & Trump vs. Apple | May 15, 2025 – Morning Market Briefing 15.05.2025 25:04

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

Medicaid Cuts – Fighting Inflated Payments | May 14, 2025 – Morning Market Briefing 14.05.2025 10:39

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

Yesterday's Market Rally & CPI Comes in Low | May 13, 2025 – Morning Market Briefing 13.05.2025 19:45

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

China Trade Deal – 90 Day Reduction in Tariffs | May 12, 2025 – Morning Market Briefing 12.05.2025 27:00

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

Trade Deal Updates & Tax Hikes | May 9, 2025 – Morning Market Briefing 09.05.2025 28:40

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

Fed Meeting Recap | May 8, 2025 – Morning Market Briefing 08.05.2025 18:59

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

Fed Meeting Preview & Trade Deals on the Horizon | May 7, 2025 – Morning Market Briefing 07.05.2025 20:23

Andrew and Ben discuss today's Fed meeting, potential trade deals with the UK & China, and earnings updates. 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

ISM Services PMI & A Surprising Election Outcome in Germany | May 6, 2025 – Morning Market Briefing 06.05.2025 22:05

Andrew, Ben, and Tom discuss the ISM Services PMI, the German chancellor election, and earnings updates. 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

Buffett to Step Down as CEO of Berkshire Hathaway | May 5, 2025 – Morning Market Briefing 05.05.2025 17:04

Andrew, Ben, and Tom discuss Buffett's retirement, Trump's interview on Meet the Press, and currency volatility. 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

Jobs Come in Hot & Amazon Earnings | May 2, 2025 – Morning Market Briefing 02.05.2025 26:09

Andrew, Ben, and Tom discuss yesterday's ISM manufacturing release, this morning's jobs data, and AAPL/AMZN 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

Progress on Trade Deals & Tesla Considered Replacing Musk as CEO | May 1, 2025 – Morning Market Briefing 01.05.2025 26:58

Ben and Tom discuss Trump trade deals and business updates. 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 Declines & Treasury Refunding Plan | April 30, 2025 – Morning Market Briefing 30.04.2025 27:42

Andrew, Ben, and Tom discuss Trump's speech yesterday, the Treasury refunding plan, and this morning's GDP 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

Canada Election Results & European Power Outage | April 29, 2025 – Morning Market Briefing 29.04.2025 18:04

Andrew, Ben, and Tom discuss Canada's narrow election, Europe's power outage, 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

Trump's Muni Bond Portfolio Review | April 28, 2025 – Morning Market Briefing 28.04.2025 22:43

Andrew and Tom discuss this morning's article by the WSJ on Trump's muni bond portfolio, Bessent's interview on ABC, and Canada's elections. 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