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

Retail Sales Accelerate & Walmart Earnings | August 15, 2024 – Morning Market Briefing 15.08.2024 15:22

Andrew and Ben discuss this morning's retail sales numbers and Walmart earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

CPI Comes in Below Expectations | August 14, 2024 – Morning Market Briefing 14.08.2024 16:33

Andrew, Ben, and Tom dive into this morning's CPI report, the Wall Street Journal saying Millenials and Gen-Z have a higher net worth than their parents, Mars in talks to buy Kellanove, and political changes in Japan. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.nar...

Starbucks Snags New CEO from Chipotle | August 13, 2024 – Morning Market Briefing 13.08.2024 24:13

Andrew and Tom discuss Starbucks naming Brian Niccol as CEO, PPI, Small Business Optimism, OPEC trimming oil demand, and Trump back on X. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Tensions Build In The Middle East| August 12, 2024 – Morning Market Briefing 12.08.2024 16:25

Andrew and Tom discuss the tensions building in the Middle East, fed rumors, previews of PPI/CPI, and generic drugs containing high levels of Benzene. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Market Rally Continues & All About Tim Walz | August 7, 2024 – Morning Market Briefing 07.08.2024 22:19

Producer Note: I am out of town for the rest of the week. There will not be an upload on Thursday or Friday unless I get some downtime. You should join the live call anyway. Andrew, Ben, and Tom discuss the BOJ saying they won't kill the economy, yesterday's market rally, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwha...

ISM Services Report & Google Loses Antitrust Trial | August 6, 2024 – Morning Market Briefing 06.08.2024 18:35

Andrew, Ben, and Tom discuss the market rebound yesterday, the Fed's next move, Google losing the antitrust trial, and ISM Services. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Market Reacts to Fed's Delay | August 5, 2024 – Morning Market Briefing 05.08.2024 21:53

Andrew, Ben, and Tom react to the premarket drop and what's causing it. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Job Growth Slows & Unemployment Rises, When Will Rates Drop? | August 2, 2024 – Morning Market Briefing 02.08.2024 23:19

Andrew, Ben, and Tom react to this morning's jobs report. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Yesterday's Fed Meeting & BOE Cuts Rates | August 1, 2024 – Morning Market Briefing 01.08.2024 16:56

Ben and Tom discuss yesterday's Fed meeting, BOE cutting rates for the first time since 2020, and Trump's proposal to cut income tax on social security. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Update on Jobs & Tech Earnings Begin | July 31, 2024 – Morning Market Briefing 31.07.2024 20:48

Andrew, Ben, and Tom discuss jobs updates, BOJ hikes rates, Swizz Exchange halts trading, and tech earnings roll-in. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Government Plans to Auction Fewer Bonds | July 30, 2024 – Morning Market Briefing 30.07.2024 16:12

Andrew, Ben, and Tom discuss the government's plan to auction fewer bonds and earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Fed Week & Supreme Court Reforms Proposed by Biden | July 29, 2024 – Morning Market Briefing 29.07.2024 16:38

Andrew, Ben, and Tom discuss the upcoming Fed meeting, McDonald's earnings, Trump at the BTC Conference, Biden proposing Supreme Court reforms, and Abbott ordered to pay $495m compensation and damages. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.co...

Core PCE Inflation & Earnings | July 26, 2024 – Morning Market Briefing 26.07.2024 15:33

Andrew, Ben, and Tom discuss this morning's Core PCE inflation number and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Markets Slide & Is GDP Really Up? | July 25, 2024 – Morning Market Briefing 25.07.2024 18:01

Andrew, Ben, and Tom discuss yesterday's market sell-off, this morning's GDP, Amazon beating Warner out for NBA rights, & various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Bank of Canada Set to Cut Rates | July 24, 2024 – Morning Market Briefing 24.07.2024 14:53

Andrew and Tom discuss the Bank of Canada potentially cutting rates and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Car Dealers Increase Incentives & Wiz Rejects Google | July 23, 2024 – Morning Market Briefing 23.07.2024 21:50

Ben and Tom discuss car dealers increasing incentives, Wiz rejecting Google's offer, and various earnings. Also, where is Biden? For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Biden's Withdrawal & Ukraine Defaults on its Debt | July 22, 2024 – Morning Market Briefing 22.07.2024 19:29

Andrew, Ben, and Tom discuss Joe Biden's withdrawal from the election, Ukraine defaulting on its debt, and various earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Largest IT Outage in History & Earnings | July 19, 2024 – Morning Market Briefing 19.07.2024 13:16

Ben and Andrew discuss the IT outage, what politics mean for the financial system, and more earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Tech Stocks Worst Day of 2024 | July 18, 2024 – Morning Market Briefing 18.07.2024 20:17

Ben and Andrew discuss yesterday's tech stock performance, Biden potentially stepping down, Beige Book results, Darden buying Chuey's, and earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Biden's Trade War & JBHT, ASML, JNJ, ELV Earnings | July 17, 2024 – Morning Market Briefing 17.07.2024 19:02

Ben and Andrew discuss Biden's trade war and earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Powell Signals Rate Cut Incoming & Trump VP Pick | July 16, 2024 – Morning Market Briefing 16.07.2024 15:54

Ben & Andrew review June retail sales, Powell's signal for a rate cut, Trump's VP selection, and earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Trump Assassination Attempt | July 15, 2024 – Morning Market Briefing 15.07.2024 11:39

Ben discusses the assassination attempt on Trump, Blackrock earnings, Goldman earnings, and Google's potential acquisition of Wiz. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Why Didn't The Market Rally Yesterday? | July 12, 2024 – Morning Market Briefing 12.07.2024 13:49

Andrew, Ben, and Tom review yesterday's market activity, PPI, and bank earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

UK Economic Growth Accelerates & CPI | July 11, 2024 – Morning Market Briefing 11.07.2024 22:19

Andrew, Ben, and Tom discuss UK economic growth, the 10-year bond auction, CPI, and Costco raising the annual membership. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Powell Testimony Suggests a Rate Cut is Getting Closer | July 10, 2024 – Morning Market Briefing 10.07.2024 18:47

Andrew, Ben, and Tom discuss TSMC earnings, Powell's testimony, and Trump teasing Rubio as a potential VP pick. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure