Ben and Tom discuss new British PM Rishi Sunak, Metas continued struggles with Apple, the Saudis desire to drive oil prices higher, some signs of weakening revealed in the earnings reports of MSFT,

Andrew, Ben, and Tom discuss the EV car market as GM and other auto manufacturers are seeing positive signs. The housing market continues to take a tumble as builders are walking from land options and

Ben, Tom, and Andrew discuss sentiment in the market with the potential of a lessened rate hike to 50bps in December, noted in an article by Nick Timiraos in the WSJ. Japan fights to keep the Yen from

Andrew and Ben discuss the resignation of Liz Truss, following an incredibly short tenure at the helm of the UK. Her replacement is set to be put in place quite quickly, as her successor (yet to be na

Tom and Ben discuss the continued conversations around the Biden administration's release of the final reserves authorized earlier this year. The plans for replenishment are focused on doing so when t

Ben and Tom discuss the oil announcement to come regarding releases from the SPR as well as the plans to restock the reserves in the future. Earnings reports continue to come in as Netflix announces a

Ben and Tom discuss the White House planning an SPR announcement as Core CPI continues to be elevated. They plan to release another 10-15 million barrels of oil as part of a drawdown announced in the

Ben and Tom discuss Liz Truss firing of UK Chancellor of the Exchequer, Kwasi Kwarteng. China kicks off its five-year Party Congress with Xi Jingping for an unprecedented 3rd term. Goldman Sachs looks

Andrew is joined by Ben and Tom via Texas. Ben and Tom share about the conference they've been attending out in Texas. Kroger confirms their offer to buy Albertson's, and Beyond Meat plans to lay off

Andrew discusses the release of CPI numbers, as the market responded quite negatively in real time to the release. CPI numbers only moved 0.4 overall, but the expectation that overall inflation would