Avsnitt
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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.
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Andrew, Ben, & Tom review PCE inflation and the NFL Draft.
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Saknas det avsnitt?
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Appaloosa sues Credit Suisse over AT1 bond wipeout, FTC votes to ban non-compete agreements, and more earnings.
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The United States sues to prevent the Coach/Michael Kors merger, and multiple earnings are reviewed this morning.
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Ben and Tom discuss the new bill the House approved over the weekend, Georgia attracting immigrants, and the week ahead.
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Andrew, Ben, and Tom discuss Israel's drone strike on Iran, Meta launching Llam 3 AI, more earnings, and the Bitcoin halving.
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Apologies for today's audio; wifi is down at the office. Ben reviews JBHT and KNX earnings, the Fed Beige book, TSM earnings, and pension funds pulling out of stocks.
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Ben, Tom, and Andrew discuss Jay Powell's recent comments on the 12-month core PCE, Biden's mention of student loan forgiveness, and the Bank of America Fund Manager Survey.
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Ben and Tom discuss yesterday's dip in the market and BAC, UNH, and JNJ earnings.
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Ben and Tom discuss Iran's attack on Israel, Salesforce eyeing Informatica, Tesla's layoffs, and the week ahead.
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Apologies for the intro; I was muted for the first few seconds. Andrew reviews yesterday's CPI numbers and their effect on the market.
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Ben and Tom discuss this morning's CPI report, why Nvidia dominates, and Delta's favorable profit forecast.
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Tom talks about his experience speaking at the FRA Sub-Advised Funds Forum at the Harvard Club of New York City, Elon teases Tesla Taxis on X, and the NFIB survey is reviewed.
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Apologies for the late upload. Andrew Hall and Producer Hicks chat about D.C., Jamie Dimon, and the week ahead.
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Jay Powell speaks at Stanford, Loretta Mester says cuts will be a committee decision, Bill Dudley's Op-Ed, and ISM Services.
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Tesla deliveries are below the 450k estimate, Disney has an expensive proxy vote, Taiwan has its strongest earthquake in 25 years, and inflation is lower in Europe... for now.
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A globally synchronized recovery may be a front, missiles strike Iran's embassy in Damascus, and an increase in oil prices.
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https://www.narwhalcapital.com/disclosure - Visa fler