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

Apple to Produce All US-Sold iPhones in India | April 25, 2025 – Morning Market Briefing 25.04.2025 11:50

Andrew, Pedro, and Tom discuss GOOGL earnings, Apple shifting US-sold iPhone production to India, and Witkoff in Ukraine. 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

Bessent Speaks at Institute of International Finance | April 24, 2025 – Morning Market Briefing 24.04.2025 18:03

Andrew and Tom discuss Bessent's speech at the Institute of International Finance, China fighting protestors, and various 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

Elon to Cut Back on DOGE Time | April 23, 2025 – Morning Market Briefing 23.04.2025 19:30

Andrew, Ben, and Tom discuss progress in tariffs and Tesla 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

Nomura Makes Largest Acquisition Since Lehman | April 22, 2025 – Morning Market Briefing 22.04.2025 26:41

Andrew, Ben, and Tom discuss yesterday's market activity, Nomura buying Macquarie's US and European public asset management, and the Novo Nordisk pill underperforming Eli Lilly. 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

Muni Market Turbulence & Medicaid Budget Cuts | April 21, 2025 – Morning Market Briefing 21.04.2025 17:38

Ben and Tom discuss the death of Pope Francis, muni market turbulence, and Medicaid budget cuts. 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

Jay Powell Remains Hawkish | April 17, 2025 – Morning Market Briefing 17.04.2025 21:55

Andrew, Ben, and Tom discuss Powell's speech, the ECB rate cut, 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

Hong Kong Halts Shipments Bound for US | April 16, 2025 – Morning Market Briefing 16.04.2025 19:48

Andrew, Ben, and Tom discuss Bessent's interview on Yahoo Finance, China's retaliation, 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

BofA Fund Manager Survey: Global Growth Expectations Hits Record Low | April 15, 2025 – Morning Market Briefing 15.04.2025 22:14

Andrew, Ben, and Tom discuss Bessent's latest statements, foreign policy easing, and the BofA Funder Manager Survey. 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. of Michigan Consumer Sentiment: Delusion vs. Reality | April 14, 2025 – Morning Market Briefing 14.04.2025 20:35

Ben and Tom discuss the University of Michigan's Sentiment report, Medicaid budget cuts, and Goldman Sachs earnings. Apologies in advance for the minor audio drop five minutes in. 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

PPI Declines & China Retaliates with Tariffs of 125% | April 11, 2025 – Morning Market Briefing 11.04.2025 24:19

Andrew, Ben, and Tom discuss this morning's PPI data, China's retaliation, 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

Market Jumps 10% After Trump Authorizes 90 Day Pause | April 10, 2025 – Morning Market Briefing 10.04.2025 24:26

Ben and Tom discuss yesterday's market reaction to the 90-day pause 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

Tariffs Kick In & China Fights Back | April 9, 2025 – Morning Market Briefing 09.04.2025 26:20

Ben and Tom discuss tariffs kicking in and China's retaliation. 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

Market Volatility & NFIB Small Business Optimism | April 8, 2025 – Morning Market Briefing 08.04.2025 29:38

Ben and Tom discuss yesterday's market volatility and this morning's NFIB small business optimism report. 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

Foreign Markets Crumble Overnight | April 7, 2025 – Morning Market Briefing 07.04.2025 18:49

Ben discusses the beginning of foreign trade negotiations and the overnight market turmoil. 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 Report & Yesterday's Sell-Off | April 4, 2025 – Morning Market Briefing 04.04.2025 19:15

Andrew, Ben, and Tom discuss yesterday's sell-off and this morning's jobs report. Please join our Macro event today at noon via the Zoom link below. https://us02web.zoom.us/j/85238933141?pwd=o0HN1RQsVBz4MsRLdZzSdZrXvR5xiw.1 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.nar...

The Implications of Reciprocal Tariffs | April 3, 2025 – Morning Market Briefing 03.04.2025 27:24

Andrew, Ben, and Tom discuss the reciprocal tariffs released yesterday by Trump. 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

Liberation Day Preview | April 2, 2025 – Morning Market Briefing 02.04.2025 25:18

Ben and Tom discuss Liberation Day, Walmart pushing China on tariffs, and the battle for the Apple Card. 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

Kid Rock in the Oval Office & Dallas Fed Survey | April 1, 2025 – Morning Market Briefing 01.04.2025 16:15

Andrew, Ben, and Tom discuss Trump's Executive Order on ticket scalping and the Dallas Fed Survey. 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

Rocket to Buy Mortgage Servicer Mr. Cooper | March 31, 2025 – Morning Market Briefing 31.03.2025 23:48

Andrew, Ben, and Tom discuss Trump's latest comments on tariffs, Goldman's economic forecast, and Rocket buying Mr. Cooper. 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

Mark Carney Calls for Trade Renegotiation with US | March 28, 2025 – Morning Market Briefing 28.03.2025 9:37

Andrew and Pedro discuss Mark Carney's call to renegotiate trade agreements with the US, the EU's plans for retaliatory tariffs on US big tech, and this morning's PCE 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

25% Tariffs on Vehicles Manufactured Outside the US | March 27, 2025 – Morning Market Briefing 27.03.2025 18:05

Andrew and Ben discuss the tariffs on cars and light trucks manufactured outside the US, WSJ hits the insurers on Medicaid fraud, and yesterday's market. 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

Copper Tariffs & Private Equity Eyeing 401(k)s | March 26, 2025 – Morning Market Briefing 26.03.2025 16:35

Andrew and Ben discuss the potential copper tariffs, private equity eyeing 401(k)s, and Dollar Tree 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

KB Homes Disappoints on Earnings & Meta's New Subscriptions | March 25, 2025 – Morning Market Briefing 25.03.2025 18:37

Andrew, Ben, and Tom discuss KB Home earnings, Meta's new subscription plans, and yesterday's market rally. 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

White House Narrows Scope of April 2nd Liberation Day | March 24, 2025 – Morning Market Briefing 24.03.2025 17:46

Andrew, Ben, and Tom discuss Liberation Day, 23andMe bankruptcy, 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

DOGE Cuts Continue & DoorDash Partners with Klarna | March 21, 2025 – Morning Market Briefing 21.03.2025 21:50

Hicks and Tom discuss the recent DOGE cuts, DoorDash partnering with Klarna, and various 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