Ben and Tom discuss the release of PPI numbers, as they came in lower than expected, a welcomed positive sign potentially. Inflation numbers appear to be moving in the right direction, and the guys di

Tom, Andrew, and Ben discuss the CPI numbers as they were released for Q2 of 2022. For the first time in two years, inflation did not increase at the CPI print for Q2 was 0.0. The UK preps for a poten

Tom and Ben discuss guidance cuts from Nvidia and Micron as chip manufacturers have experienced some turbulance. China's military demonstrations with Taiwan continue to be a source of interest as any

Andrew, Ben, and Tom discuss a significant number of mergers - CVS acquires Signify, UPS acquires Bomi, Atlas aquires Apollo, Pfizer acquires Global Blood Therapeutics, and Whirlpool acquires InSinkEr

Ben, Andrew, and Tom discuss China’s response to Speaker Pelosi’s trip to Taiwan, some new details of the Inflation Reduction Act, the readthrough from a huge beat in the Nonfarm Payrolls data and wha

Ben, Andrew, and Tom discuss the ISM Services data that was better than expected, impending recessions and high inflation commentary out of the Bank of England following their 50bp hike, weak earnings

Ben, Andrew, and Tom discuss speaker Pelosi’s controversial trip to Taiwan, OPEC+ pledging to increase oil production by 100k barrels/day (the smallest increase in OPEC+ history), a relatively unevent

Ben, Andrew, and Tom discuss Nancy Pelosi’s trip to Taiwan, a few positive reads from the ISM manufacturing report, the outlook for the JOLTS job openings report, earnings out of CAT and Uber, and And

Ben and Tom discuss the market’s reaction to commentary out of the Fed, whether or not that reaction is warranted, responses from Fed officials to the situation, and another busy week that includes ma

Ben and Tom provide a deep dive into the robust earnings out of Apple and Amazon, dissapointing results from Roku and Intel, and the four most important takeaways from yesterday's GDP report. For