Andrew takes on the morning call alone this morning. He discusses Christine Lagarde's upcoming address that will discuss the continued acceleration of CPI in the European Union. Jim Bullard has commen

Tom and Harrison discuss the Russian-made missle hitting Poland, killing two - speculation is that the missle was actually fired from Ukraine towards Russia, as they also use Russian-made missles. UK

Ben, Tom, and Andrew discuss PPI numbers as they reflect a positive move regarding inflation and the future of the economy. Big retail earnings released from Q3 - HD down 2.6% and WMT flat. Bank of Am

Tom and Ben brave the onset of winter weather to discuss an economy and consumer that may be overreaching to one data point on inflation and the implications for interest rates, OPEC+ dropping its d

Tom and Ben discuss yesterdays strong market rally (S&P up nearly 6%), the movement of oil prices and the factors influencing those changes, Amazons cost cutting, Elon Musk addressing Twitter employ

Tom and Ben discuss CPI reportings as the economy sees a favorable number for inflation. Stocks soared as investors seem to have very positive sentiment for the CPI reports and the state of inflation.

Andrew, Ben, and Tom discuss election results, as the "red wave" was clearly a mis-forecast episode for the 2022 mid-terms. With a higher than anticipated Democractic win in the Senate, policy change

Andrew, Ben, and Tom discuss mid-term elections that are of particular interest to them. They go on to discuss the implications of a few swing state Senatorial votes. Nevada, Pennsylvania, Arizona, an

Ben and Tom discuss China's "Zero-Covid" Policy and its impact on the global market, primarily the slowing of Apple's production of new iPhones. Meta plans large-scale layoffs, and Apple released a sh

Tom and Ben discuss a mixed bag of earnings reports as signs of stress are continuing to show throughout the economy. Several large companies have announced another round of hiring freezes and layoffs