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In the third installment of this week's special series, Ben and Andrew lay out NCM's proposed theoretical solution to current macroeconomic troubles. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

In the second installation of the special series, Ben walks through Balance: The Federal Budget, the Balance Sheet, Reserve Currency Status, and more. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

In the first episode of this week's special series, Ben and Andrew present on the history of debt, inflation, and interest rates and what that history implies for contemporary market conditions. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben, Andrew, and Moe analyze ISM updates, a mixed bag for jobs, and Lululemon's strong quarter. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben updates us on his thoughts on Powell's position on inflation, recent reported earnings, and a potential presidential run by Jamie Dimon. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben and Moe converse on the topic of new Chinese Economic Data, French inflation, and the potential difficulty of passing the debt ceiling despite leadership resolution.

Ben and Moe consider Biden and McCarthy's debt ceiling agreement, Turkey's runoff election, and the economic calendar results coming up.

Ben discusses a number of earnings reports including COST, a core Narwhal holding, and provides commentary on the ever evolving debt ceiling situation. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben talks with John Hillman from FIDES Development about the state of real estate construction and development. Specifically, John speaks to the southeast, primarily focused on the Metro Atlanta area, on where the market stands regarding real estate development. John also shares a bit of his background and what FIDES does in the market as a whole. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben discusses NVIDIA's huge quarter, as they have shown an almost 100% growth quarter over quarter. The company has shown the innovative potential similar to Apple's iPhone and Ford's Model T, with the company's growth possibly making it the largest company in the world (based on market cap). Desantis launches his 2024 presidential campaign. Fed minutes are split on whether or not there should be another hike. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben and Moe go over the debt ceiling deal coming closer, Desantis joining the race, FTC going after Abbott, and ADI/TOL's earnings. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Description: Ben and Moe mull over current Debt Ceiling negotiations, the implications of Lowes’s earnings report, and Pfizer’s new weight loss pill. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben and Moe discuss China’s ban of the purchase of products from American chip maker Micron, Minneapolis Fed president Neel Kashkari calling for rates over 6%, debt ceiling negotiations as the deadline looms, and some big earnings reports coming later this week. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben and Moe discuss China banning firms from buying from Micron moving forward. Neel Kashkari says the interest rates in the US may need to exceed 6% in order to bring inflation back down. Republicans fight for a 10-year hold on the debt ceiling while Democrats angle to stop the hold at 2 years. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Andrew and Moe discuss the impressive earnings out of John Deere, BoA strategist calling for the sale of stocks, dispersion between companies within the S&P 500, and the ongoing battle between Disney and the state of Florida. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Harrison and our new interns, Nipun and Turner, discuss earnings data from CSCO and WMT, the ban of TikTok in Montana, and spending data showing that the consumer is becoming more judicious. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben discusses the string of Fed speakers and the implications of their rhetoric on rates, retail spending data, earnings data from TGT and TJX, and CSCO’s upcoming earnings report this evening. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Ben and Andrew discuss the ongoing debt ceiling debate, continued downside surprise in the China reopening, cold retail sales data in the US, the tough quarter for HD, and the rough road ahead for commercial real estate. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Moe and Andrew discuss the situation surrounding the debt ceiling, the commentary expected later today from a number of Fed presidents, and upcoming earnings and economic data coming out throughout the week. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure

Andrew Hall and CCO Jonathan Hicks address a number of questions submitted by clients. Topics include the US national debt, bitcoin, portfolio management, and regional banks. For information on how to join the Zoom calls live each morning at 8:30 EST, visit https://www.narwhalcapital.com/blog/daily-market-briefings Please see disclosures: https://www.narwhalcapital.com/disclosure