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

The Fed & Bank of England Keep Rates Unchanged | March 20, 2025 – Morning Market Briefing 20.03.2025 16:36

Andrew and Tom discuss yesterday's Fed meeting, Swizz National Bank cutting rates, and Bank of England keeping rates unchanged. 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

Risk Control Summit Recap & Yesterday's 20-Year Auction | March 19, 2025 – Morning Market Briefing 19.03.2025 23:23

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

"Y'all Street" – Nasdaq Planning Second US Headquarters in Dallas | March 18, 2025 – Morning Market Briefing 18.03.2025 17:52

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

Soft Retail Sales & Forever 21 Goes Bankrupt | March 17, 2025 – Morning Market Briefing 17.03.2025 16:28

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

Shutdown Avoided & Soft 30-Year Bond Auction | March 14, 2025 – Morning Market Briefing 14.03.2025 21:59

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

PPI is Down Despite Tariffs | March 13, 2025 – Morning Market Briefing 13.03.2025 23:05

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

CPI Cooler Than Expected & Mortgage Applications Up Again | March 12, 2025 – Morning Market Briefing 12.03.2025 19:44

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

What Happened Yesterday? Why We See Opportunity, Not Panic | March 11, 2025 – Morning Market Briefing 11.03.2025 22:18

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

Mark Carney is Canada's Next Prime Minister | March 10, 2025 – Morning Market Briefing 10.03.2025 22:36

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

Ukraine Negotiations Begin on Monday & Broadcom Earnings | March 7, 2025 – Morning Market Briefing 07.03.2025 16:31

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

ECB Cuts Rates & Beige Book Shows Economic Activity Up Slightly | March 6, 2025 – Morning Market Briefing 06.03.2025 21:07

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

Germany's Massive Fiscal Stimulus & Trump Addresses Joint Session of Congress | March 5, 2025 – Morning Market Briefing 05.03.2025 22:45

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

Taiwan Semiconductor to Invest $100b in US | March 4, 2025 – Morning Market Briefing 04.03.2025 22:43

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

Zelensky in The Oval Office & China Stimulus | March 3, 2025 – Morning Market Briefing 03.03.2025 18:55

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

Trump Talks Tariffs with Keir Starmer | February 28, 2025 – Morning Market Briefing 28.02.2025 13:02

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

Mr. Beast is Raising Capital & Nvidia Beats Earnings | February 27, 2025 – Morning Market Briefing 27.02.2025 19:47

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

Ukraine Mineral Rights Deal & The Gold Card | February 26, 2025 – Morning Market Briefing 26.02.2025 18:26

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

Crypto Crumbles & Bonds Rip | February 25, 2025 – Morning Market Briefing 25.02.2025 15:07

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

Buffett's Annual Letter & Microsoft Canceling Data Center Leases | February 24, 2025 – Morning Market Briefing 24.02.2025 17:38

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

DOJ Investigates Medicare Billing Practices at UNH | February 21, 2025 – Morning Market Briefing 21.02.2025 15:23

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

Slashing the Defense Budget by 8% Annually | February 20, 2025 – Morning Market Briefing 20.02.2025 16:54

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

Canadian Pacific's Strong Start to the Year & Today's Apple Event | February 19, 2025 – Morning Market Briefing 19.02.2025 18:58

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

Housing Market Update & Russia/Ukraine Peace Talks | February 18, 2025 – Morning Market Briefing 18.02.2025 20:53

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

Retail Sales Drops & More Tariffs | February 14, 2025 – Morning Market Briefing 14.02.2025 21:09

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

Budget Proposals & PPI Comes in Hot | February 13, 2025 – Morning Market Briefing 13.02.2025 15:48

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