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

Slow Software Sales & Heightened Retail Price Sensitivity | May 30, 2024 – Morning Market Briefing 30.05.2024 23:45

Ben and Tom discuss software and retail 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

Higher Than Anticipated Consumer Confidence & a Slow Housing Market | May 29, 2024 – Morning Market Briefing 29.05.2024 21:55

Andrew, Ben, and Tom discuss yesterday's consumer confidence data, retail earnings, and the slow housing market. 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

Airstrike on Hamas & Sunak Doubles Down on Conservative Promises | May 28, 2024 – Morning Market Briefing 28.05.2024 10:41

Andrew, Ben, and Tom discuss Netanyahu calling the Rafah airstrike a mistake, Sunak's promise to reinstitute National Service requirements, and Apple's iPhone shipments to China in April. 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

PMI Comes in Better Than Expected | May 24, 2024 – Morning Market Briefing 24.05.2024 19:58

Ben and Tom discuss PMI coming in better than expected, the NCAA allowing colleges to pay college athletes, 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

Nvidia Crushes Earnings Once Again| May 23, 2024 – Morning Market Briefing 23.05.2024 17:45

Andrew, Ben, and Tom discuss Nvidia crushing earnings, Dupont splitting into three companies, Fed Minutes, Rushi Sunak's calls for surprise snap elections, and the bird flu fears. 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 Inflation Falls & US Seeing a Slowdown in Big-Ticket Purchases | May 22, 2024 – Morning Market Briefing 22.05.2024 17:21

Andrew, Ben, and Tom discuss UK inflation falling, the US seeing a slowdown in big-ticket purchases, LULU losing it's Chief Product Officer 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

Recapping JPM Investor Day | May 21, 2024 – Morning Market Briefing 21.05.2024 15:18

Ben and Tom discuss JPM Investor Day, Microsoft's Copilot PCs, ICC prosecuting Netanyahu for war crimes, and FDIC Chairman Martin Gruenberg to step down. 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

Copper Short Squeeze & Iran's President Dies in Helicopter Crash | May 20, 2024 – Morning Market Briefing 20.05.2024 16:04

Ben and Tom discuss the copper short squeeze, Iranian president Ebrahim Raisi's death, and Basel Endgame. 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

Mixed China Data & Canadian Teamsters Strike Pushed Off | May 17, 2024 – Morning Market Briefing 17.05.2024 16:33

Today on The Morning Market Briefing, Ben and Tom discuss mixed retail sales and industrial production data out of China, Canadian Teamsters strike pushed off, and Bank of America Institute findings. 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/di...

CPI Leak & Shein Pursuing London Listing | May 16, 2024 – Morning Market Briefing 16.05.2024 23:52

Today on The Morning Market Briefing, Ben and Tom discuss yesterday's inflation data leaking 30 minutes early, Shein is pursuing a London listing, 13-F filings drop, & WMT 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

Inflation Day, CPI Estimates, & Tom's Tales from the Windy City | May 15, 2024 – Morning Market Briefing 15.05.2024 18:28

On today's episode of The Morning Market Briefing, Andrew, Ben, and Tom discuss this morning's inflation data, CPI estimates, retail sales, and Tom's trip to Chicago. 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

HD Earnings, Small Business Optimism, & Walmart Cuts Jobs | May 14, 2024 – Morning Market Briefing 14.05.2024 17:55

On today's episode of the Morning Market Briefing, Andrew and Ben discuss HD earnings, small business optimism, Walmart cutting jobs and making remote workers return to offices, and PPI data. 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

Apple's AI Strategy & Georgia Data Centers | May 13, 2024 – Morning Market Briefing 13.05.2024 12:55

On today's episode of the Morning Market Briefing, Andrew reviews Apple's AI strategy, Georgia becoming the second largest data center hub, Berkshire Hathway's $200 billion in cash, and Timiraos' comments on housing. 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.narw...

Apple Cancels iPad Ad & UK Exits Recession | May 10, 2024 – Morning Market Briefing 10.05.2024 17:46

Andrew & Tom discuss Apple canceling their iPad ad, the UK exiting their recession, TSMC's monthly sales surge, and Biden's tariffs. 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 CNN Interview & England Keeps Rates Unchanged| May 9, 2024 – Morning Market Briefing 09.05.2024 21:10

Andrew, Ben, & Tom discuss Biden's recent CNN interview, the Bank of England keeping rates unchanged, & MLR 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

Earnings Season Awards Show | May 8, 2024 – Morning Market Briefing 08.05.2024 20:31

Andrew, Ben, and Tom discuss the biggest winners and losers this earnings season. 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

Hamas Agrees to Egypt/Quatar Cease-Fire & DIS Earnings | May 7, 2024 – Morning Market Briefing 07.05.2024 14:50

Ben and Tom discuss Hamas agreeing to the Egypt/Quatar cease-fire and Disney's 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

Berkshire Hathaway Annual Meeting & Howard Schultz on SBUX | May 6, 2024 – Morning Market Briefing 07.05.2024 15:59

Apologies for the delay. We busy grinding. Andrew, Ben, and Tom review the Berkshire Hathaway annual meeting and Howard Schultz's words of advice for Starbucks. 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

AAPL Earnings & Jobs Day in America | May 3, 2024 – Morning Market Briefing 03.05.2024 17:33

Andrew, Ben, & Tom discuss AAPL earnings and jobs numbers. 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 is on Hold & ISM Manufacturing | May 2, 2024 – Morning Market Briefing 02.05.2024 22:53

Ben and Tom discuss yesterday's ISM manufacturing numbers, the Fed's decision to hold rates, the Canadian rail strike, and big earnings blow-ups. 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

April Economic Data Isn't Great & the Fed Plays Bad Cop | May 1, 2024 – Morning Market Briefing 01.05.2024 23:18

Andrew, Ben, & Tom discuss April's poor economic data, the Fed signaling to maintain higher rates, Tesla killing the supercharger network team, 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

Apple's AI Efforts & Strong Chip Earnings| April 30, 2024 – Morning Market Briefing 30.04.2024 20:29

Ben & Tom discuss the Japanese government's Yen solution, Germany emerging from recession, Apple's AI efforts, and strong chip 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

Nick Timiraos Suggests the Neutral Rate May Be Higher & the Yen Has a Wild Trading Day | April 29, 2024 – Morning Market Briefing 29.04.2024 15:54

Apologies for the delay, we been grindin over here. Andrew, Ben, and Tom discuss Nick Timiraos' comments on the neutral potentially being higher and the crazy trading day of the Japanese Yen. 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

PCE Inflation & NFL Draft | April 26, 2024 – Morning Market Briefing 26.04.2024 25:47

Andrew, Ben, & Tom review PCE inflation and the NFL Draft. 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

GDP Declines & META, CMG, CAT Report Earnings | April 25, 2024 – Morning Market Briefing 25.04.2024 19:06

Andrew and Ben cover earnings and react to this morning's GDP number. 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