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

Fed & Macro Updates, Upcoming Earnings, & IPOs | September 18, 2023 – Morning Market Briefing 18.09.2023 18:57

Ben, Tom, and Moe discussed Fed & macro updates, UAW strike effects, and upcoming earnings and IPOs. 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

Disney Selloffs, ADBE Earnings, & UAW Strike Start | September 15, 2023 – Morning Market Briefing 15.09.2023 15:46

Andrew and Moe discussed Disney selloffs, ADBE earnings, UAW strike start. 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. Macroeconomic News, Oil Prices, And More! | September 14, 2023 – Morning Market Briefing 14.09.2023 17:11

Tom and Moe discussed U.S. macroeconomic news, oil prices, UAW strike deadline, and Chinese currency fluctuations. 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.K. and U.S. Economic News, The Airline Industry, And The UAW strike | September 13, 2023 – Morning Market Briefing 13.09.2023 16:48

Tom, Andrew, and Ben discussed U.K. and U.S. economic news, the airline industry, and the UAW strike. 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 Product Announcements, Barclays Conference, and Small Business Optimism| September 12, 2023 – Morning Market Briefing 12.09.2023 16:09

Tom, Andrew, and Moe discussed Apple product announcements, Barclays conference, Oracle earnings, Small Business Optimism, and inflation updates. 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

Could China Rebound & A Perspective Shift Within the Fed | September 11, 2023 – Morning Market Briefing 11.09.2023 21:03

Ben and Tom discuss the slight loan demand uptick in China, the potential shift in Fed official’s rate stance, SJM’s acquisition of Hostess Brands, pharmacy benefits managers price- gouging on generic drugs, 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:...

Restoration Hardware, Fed Announcements, and Wage Growth | September 8, 2023- Morning Market Briefing 08.09.2023 17:15

Tom, Andrew, and Ben discussed Restoration Hardware, City District Fed announcements, wage growth, Chinese currency changes. 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

Stock Declines, The State of The World Economy, And Oil prices| September 7, 2023 – Morning Market Briefing 08.09.2023 19:14

Tom, Andrew, and Ben discussed stock declines, the state of the world economy, oil prices, and the UAW strike. 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

FTC Antitrust Suit With Amazon, VISA Conference, and Chinese Currency Fluctuation | September 6, 2023 – Morning Market Briefing 06.09.2023 14:52

Tom, Moe, and Ben discussed FTC antitrust suit with Amazon, VISA, CHX, and GIS conferences, Chinese currency fluctuation and Chinese technology bans. 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

Labor Strikes, ARM IPO Expectations, and S&P Additions | September 5, 2023 – Morning Market Briefing 05.09.2023 16:14

Tom, Moe, and Ben discussed labor strikes, ARM IPO expectations, S&P additions, and interest rate changes. 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

LULU & AVGO Earnings, National Employment Report, GDP Growth| September 1, 2023 – Morning Market Briefing 01.09.2023 15:29

Tom, Moe, and Andrew discussed LULU & AVGO earnings, National Employment Report, and GDP growth. 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

Dollar General Drops 15% on Earnings & China’s Economy Continues to Show Weakness | August 31, 2023 – Morning Market Briefing 31.08.2023 16:27

Tom, Ben, and Moe discuss retailer data out of COSTCO, Dollar General, and Campbells Soup, the implications of these reports, as well as economic data that shows inflation moderating in the US, staying steady in Europe, and economic weakness persisting in China. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-brief...

HBQ & HBE Earnings, Economic and Employment Data, Hurricane Idalia Effects | August 30, 2023 – Morning Market Briefing 30.08.2023 15:11

Tom, Moe, and Andrew discussed HBQ & HBE earnings, Spain employment data, and the potential effects of Hurricane Idalia. 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

Jobs Data Runs Hot & GS Divesting RIA Business Segment | August 29, 2023 – Morning Market Briefing 29.08.2023 16:19

Ben, Tom, and Andrew discuss BBY earnings, JOLTs jobs report, the impact of that jobs data on rate decisions, Medicare drug cost negotiations, and Goldman Sachs selling their RIA business segment. 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/disclo...

Chairman Powell Announcements & UAW Negotiations | August 28, 2023 – Morning Market Briefing 28.08.2023 17:43

Tom, Ben, and Moe discussed Chairman Powell’s recent announcements at Jackson Hole, China’s stimulus measures, and UAW negotiations. 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

Beyond the Portfolio August 23, 2023 | Sales Panel with Josh Young, Hannah Pencek, and Garret Lazenby 28.08.2023 44:45

This episode of Beyond the Portfolio focuses on a panel of individuals all involved in sales across various industries. Josh Young is an Enterprise Sales Manager at Mansfield Energy - primarily focused on energy procurement, supply, and logistics challenges. Hannah Pencek is a Sales Leader at Vonage with nearly 10 years of experience. Garret Lazenby is a Partner at Sterling Seacrest Pritchard (ins...

Germany & China Economic Data | August 25, 2023 – Morning Market Briefing 25.08.2023 22:34

Tom, Ben, and Moe discussed Germany’s Economic Data and Updates in China. 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 Earnings & Presidential Debate Discussion | August 24, 2023 – Morning Market Briefing 24.08.2023 18:48

Tom, Ben, and Andrew discussed the earnings report of Nvidia, BRICS expansion, and last nights Presidential debate. 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

ADI Earnings & Housing Market Discussion | August 23, 2023 – Morning Market Briefing 23.08.2023 20:16

Tom, Ben, and Moe discussed a few earnings reports (Foot Locker, Peloton, ADI) as well as the housing market and mortgage applications. 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

ARM IPO & Earnings Updates| August 22, 2023 – Morning Market Briefing 22.08.2023 19:25

Tom, Ben, and Moe discussed and recapped a few earnings reports and the ARM IPO. 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

Airworthiness Directive for Raytheon & Fed Chair Speaks at Jackson Hole this Friday | August 21, 2023 – Morning Market Briefing 21.08.2023 14:27

Andrew, Ben, and Moe discuss the FAA’s “airworthiness directive” addressing the Raytheon engine issue, Jay Powell’s upcoming speech at Jackson Hole, and our plan to navigate the current market conditions in both fixed income and equities. 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 disclosu...

A Glimpse into Our Fixed Income Strategy Before a Power Outage Cuts the Show Short | August 18, 2023 – Morning Market Briefing 18.08.2023 6:53

Our call is cut short today by power outages, but before that happens Ben, Tom, and Moe discuss economic data that continues to push rates higher, the potential normalization of the yield curve, and insight into our fixed income strategy. 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 disclosu...

The Picture Remains Murky for the Fed & The Real Estate Market Shows Vulnerability | August 17, 2023 – Morning Market Briefing 17.08.2023 17:26

Ben, Tom, and Andrew discuss the readthrough of yesterday’s Fed minutes and the impact on rates, earnings from CSCO and Walmart, some M&A activity that is picking up, and the situation that is unfolding in real estate. 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...

The US Economy Continues to Chug Along & Target Reports Earnings | August 16, 2023 – Morning Market Briefing 16.08.2023 14:10

Ben, Tom, and Moe discuss the upcoming Fed minutes, the current level of the 10-year yield, the UK inflation report, economic resilience in the US, and mixed retail earnings reports. 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

China’s Economy Continues to Falter & The US Reports Big Retail Sales Data | August 15, 2023 – Morning Market Briefing 15.08.2023 22:10

Ben, Tom, and Moe discuss Chinese economic data that misses estimates, the BOA fund manager survey results, retail sales data showing the consumer remains strong, Japan’s strong Q2 GDP growth, Russia’s decision to raise interest rates, and the US Steel saga. 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...