The Morning Market Briefing

Hosted by Narwhal Capital Management

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1000

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Sep 2026

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About the show

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

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September 11, 202622 min

CPI Core Runs Hot + Diesel Smashes $6/Gallon as Truckers Park Their Rigs | September 11, 2026 – Morning Market Briefing

Andrew, Ben, and Tom cover the CPI print, diesel hitting a record $6/gallon, Kevin Warsh's potential surprise double cut, Middle East shipping tensions, and France's debt cancellation debate. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures

September 10, 202624 min

Apple's Foldable iPhone Duo Debuts at $2K as Quest Enters Apple Health | September 10, 2026 – Morning Market Briefing

Andrew, Ben, and Tom cover Apple's $2K foldable iPhone Duo launch and Quest Diagnostics health-app tie-up, plus Bessent's $6B bond buyback, the ECB rate hike, and Trump's proposed $5K dividend. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures

September 9, 202618 min

Bessent's Bond Buyback Goes Live: Can It Squeeze the 30-Year Short Trade? | September 9, 2026 – Morning Market Briefing

Andrew, Ben, and Tom break down Scott Bessent's bond buyback program going live, plus today's Apple event, Sunbelt earnings, and industry conference readouts from Smithfield and UHS. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures

September 8, 202617 min

Germany's AfD Wins 44%, Oil Hits $94, & Canada Trade War Escalates | September 8, 2026 – Morning Market Briefing

Andrew and Ben unpack Bessent's $40 oil call against crude at $94, Canada's new 50% tariffs, the Fannie-Freddie housing ads, and Germany's AfD election shock. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures

September 4, 202624 min

Jobs Crush Forecasts With 162K + Lululemon Craters 19% | September 4, 2026 – Morning Market Briefing

Andrew, Ben, and Tom unpack August's 162K jobs blowout versus a 55K forecast, plus Lululemon's 19% plunge, Adobe's new CEO, and Tesla's Cybercab flop. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures

September 3, 202629 min

Broadcom's XPU Playbook: CPU vs GPU vs XPU Finally Explained | September 3, 2026 – Morning Market Briefing

Andrew, Ben, and Tom break down Broadcom's 3% dip and use a New York City delivery analogy to finally explain the difference between CPUs, GPUs, and XPUs, plus updates on Iran, Russia, and Snowflake's AI-driven earnings beat. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures

September 2, 202615 min

Chaos or Noise? Uncertainty Grips Markets as Oil Jumps to $90 & Manufacturing Cools | September 2, 2026 – Morning Market Briefing

Andrew, Ben, and Tom debate whether markets are facing real chaos or just noise as oil jumps back to $90 on Iran tensions, ISM manufacturing cools, and midterm uncertainty builds, plus Elon Musk's G20 remarks on AI and power constraints. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosures

September 1, 202617 min

Nvidia's Lambda & MediaTek Deal: It's Power Play Against Broadcom | September 1, 2026 – Morning Market Briefing

Andrew, Ben, and Tom break down Nvidia's $35 billion Lambda/Anthropic cloud deal and new MediaTek partnership that squeezes Broadcom and Marvell, plus Bessent's latest comments on bonds and inflation. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

August 31, 202629 min

Bessent Roasts Elizabeth Warren as Warsh Gets Hawkish at Jackson Hole | August 31, 2026 – Morning Market Briefing

Andrew, Ben, and Tom dig into Bessent's scorched-earth letter to Elizabeth Warren, Warsh's hawkish Jackson Hole speech and softer-than-expected BLS jobs revision, plus France's growing sovereign debt problems. Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure

August 28, 202619 min

Venezuela Weighs OPEC Exit as US Closes In on a 100-Year Oil Lease | August 27, 2026 – Morning Market Briefing

Andrew, Ben, and Tom discuss Venezuela's potential OPEC exit as the US nears a deal for a stake in 17+ Venezuelan oil fields holding 90 billion barrels of reserves, possibly via a 100-year lease Join our live YouTube stream Monday through Friday at 8:30 AM EST: http://www.youtube.com/@TheMorningMarketBriefing Please see disclosures: https://www.narwhal.com/disclosure