Tom and Ben discuss the Fed's decisions on how to handle inflation and how the market has responded this year. Bank of Japan to consider a review next year in order to address their economy and the st

Ben, Andrew, and Tom discuss their view of the better than expected CPI data, the response to this data by the bond and equity markets, the takeaways from the global fund manager survey and the small

Ben and Tom discuss Amgens talks to buy Horizon Therapeutics in a deal with north of $20 billion. Developments in Exergonic nuclear fusion show signs of being the best possible future for clean energ

Andrew, Tom, and Ben discuss Chinas plan to sell $108 billion in special sovereign bonds to stimulation their struggling economy. The FTC sues Microsoft in order to block their acquisition of Activis

Tom and Ben discuss Walmart CEO Doug McMillons comments on the average consumer at an investor conference penny pinching up, higher-income individuals are shopping at bargain stores, inflation is k

Tom and Andrew discuss the GA Senate race results, as Warnock won a tightly contested runoff. Meta faces even more headwind as privacy and media regulations create further potential issues for them. A

Andrew, Ben, and Tom discuss the issues facing commercial property funds are seeing spikes in redemption requests to the extent that they are limiting withdrawals from the funds. Economic data regardi

Tom and Ben discuss the Fed's plans for their 12/14 meeting with expectations to see a 50bp rate hike. Shanghai reopens after the authorities ease back on the Covid restrictions again. OPEC+ makes no

Ben and Tom discuss the upcoming OPEC+ meeting, jobs data and an acceleration in wage growth, the status on the railroad strike, how todays news impacts inflation, and a look ahead to the CPI report

Andrew, Tom, and Ben dive into the comments from Jay Powell, the implications of those comments, and our view of their validity. They also discuss Bidens plans to increase biofuel requirements for oi