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

Adobe Releases Black Friday Sales Data & Bond Buyers are Moving Out on the Curve | November 28, 2023 – Morning Market Briefing 28.11.2023 12:10

In a short call, Andrew and Tom discuss yesterday’s bond auction and Adobe’s Black Friday Roundup 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

Temporary Truce in Gaza & Amazon Surpasses Fedex and UPS | November 27, 2023 – Morning Market Briefing 27.11.2023 14:56

Ben and Tom discuss the temporary truce in Gaza, Javier Milei’s visit to the US, the political movement we are beginning to see around the world, Amazon surpasses Fedex and UPS in package delivery this year, and what to watch in the week ahead. 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 di...

NVDA’s Earnings May Indicate that the AI Craze is Normalizing & Deflation Discussion | November 22, 2023 – Morning Market Briefing 22.11.2023 23:37

Ben and Tom discuss NVDA earnings and the readthrough for AI, Deere earnings and the deflationary pressures they are seeing, a “swinging pendulum” of inflation and growth, and the Fed’s potential response to all these inputs. 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://...

Best Buy Sees a Weaker Consumer & A Dive into Bond Strategy | November 21, 2023 – Morning Market Briefing 21.11.2023 19:07

Ben, Andrew, and Tom discuss a tough quarter for Lowes, a guidance cut from Best Buy based on softer consumer trends, inventory normalization happening for ADI, and a strong 20-year bond auction. 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/disclos...

Javier Milei Wins Argentina’s Presidential Election & Sam Altman Joins MSFT | November 20, 2023 – Morning Market Briefing 20.11.2023 17:17

Ben, Andrew, and Tom discuss the results of the Argentinian election, big banks continuing to strip valuable assets from floundering competitors, Sam Altman’s ousting from Open AI, tumbling used-car prices, and a run of earnings reports and economic data to come. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-brie...

Argentina Runoff Election & Outlook For Market Return | November 17, 2023 – Morning Market Briefing 17.11.2023 18:38

Tom & Ben discussed Argentina runoff elections, oil demand, outlook for market returns 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-Xi Meeting & Retail Earnings | November 16, 2023 – Morning Market Briefing 16.11.2023 23:15

Tom & Ben discussed Walmart, Macy’s and Cosco Earnings, Biden-Xi Meeting 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

Economic Data and Target Earnings | November 15, 2023 – Morning Market Briefing 15.11.2023 16:08

Tom, Andrew, & Ben discussed economic data, retail sales, & Target 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

A Big Day For The CPI & Home Depot Updates | November 14, 2023 – Morning Market Briefing 14.11.2023 17:23

Tom & Ben discussed CPI data, Home Depot Updates, & the state of the U.S. economy. 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

New Drug Developments & Takeaways From Nashville Conference | November 13, 2023 – Morning Market Briefing 13.11.2023 16:19

Tom, Andrew, & Ben discussed new drug developments, Boeing, takeaways from Nashville conference, and the week ahead. 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

Rate Rally Pauses & Bank of America Economic Report | November 10, 2023 – Morning Market Briefing 10.11.2023 14:26

Tom, Andrew, & Ben discussed rate rally pauses, UK GDP, Diageo Earnings, & Bank of America Economic. 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

Nvidia Adds New Chips For China & Eli Lily's New Weight Loss Drug | November 9, 2023 – Morning Market Briefing 09.11.2023 16:53

Tom, Andrew, & Ben discussed Israel/Iran Updates, Nvidia add new AI chips for China, Disney Earnings, Eli Lily weight loss drug approval, & bond auctions. 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

Powells Upcoming Announcements & New Developments at Goldman Sachs | November 8, 2023 – Morning Market Briefing 08.11.2023 19:02

Tom & Ben discussed Powell’s upcoming speech, Goldman Sachs looks to offload its GM credit card business, & Fund Management Takeaways. 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

What a Week for Bankruptcies & Weak Economic Data From China | November 7, 2023 – Morning Market Briefing 07.11.2023 21:41

Tom & Ben discussed potential U.S. intervention in Israel, recent bankruptcies, weak China Economic data, & tales from Ireland. 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

Fixed Income Updates & Japan is Getting Inflation Under Control | November 6, 2023 – Morning Market Briefing 06.11.2023 13:23

Ben & Andrew discussed Berkshire Hathaway earnings, fixed income updates, Trump takes the stand, Japan is getting inflation under control. 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 Market Rally & Apple Earnings | November 3, 2023 – Morning Market Briefing 03.11.2023 16:16

Ben & Andrew discussed yesterday’s market rally, consumption slowing, Apple earnings, & 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

Powell Announcement Recap & Disney Buys Comcasts Stake In Hulu | November 2, 2023 – Morning Market Briefing 02.11.2023 17:43

Ben discussed Powell announcement recap, economic data, Disney buys Comcasts stake in Hulu, 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

WeWork Files Chapter 11 & More Tech Earnings | November 1, 2023 – Morning Market Briefing 01.11.2023 16:33

Tom & Andrew discussed upcoming Powell announcements, ADP employment data, WeWork files Chapter 11, & tech 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

Will Nvidia Be Able to Sell its $5B Order to China? & Economic Data | October 31, 2023 – Morning Market Briefing 31.10.2023 17:31

Tom & Ben discussed global economic data, Nvidia tries to beat U.S. China ban, & industrial, healthcare, and tech 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

Israel Updates, McDonald’s Earnings, & European Economy Updates | October 30, 2023 – Morning Market Briefing 30.10.2023 15:18

Tom, Andrew, & Ben discussed Israel updates, McDonald’s earnings, European economy updates, & WSJ thinks Higher Bond Yields Could end the Fed’s Historic Rate Rises. 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

U.S. Syria Strike, ECB Pauses Rate Hikes, & Tech Earnings | October 27, 2023 – Morning Market Briefing 27.10.2023 14:43

Tom & Ben discussed U.S. Syria strike, ECB pauses rate hikes, & earnings for Amazon, Intel, Ford & tons more! 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 Just Keep Coming & GDP for Q3 | October 26, 2023 – Morning Market Briefing 26.10.2023 14:48

Jonathan & Tom discussed GDP for Q3, ECB meeting, & tons of 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

Israel Updates & Busy Week For Earnings | October 25, 2023 – Morning Market Briefing 25.10.2023 17:46

Ben & Tom discussed Israel updates, new house speaker?, & earnings for Google, Microsoft, Visa, T-Mobile, Boeing, General Dynamics, & Texas Instruments. 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

10-Year Retreat, The State of The Economy & Big Earnings | October 24, 2023 – Morning Market Briefing 24.10.2023 11:07

Ben discussed 10-year retreats as bond shorts cover following Ackman tweet, state of the economy, & lots of 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

10-Year Rate Crosses 5% & Upcoming Earnings | October 23, 2023 – Morning Market Briefing 23.10.2023 14:56

Tom, Andrew, & Ben discussed 10 year rates crossing 5%, Chinese investigation into iPhone manufacturer, Disney seeing to sell Disney Star, Chevron buys Hess, & upcoming 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