Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025

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The Morning Market Briefing

Narwhal Capital Management

1000 episodes

3 days ago

The Morning Market Briefing presented by Narwhal Capital Management offers daily market commentary and long-form investment analysis, opinion, theory, and entertainment.

Visit our website: https://www.narwhal.com/
Please see disclosures: https://www.narwhal.com/disclosure

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Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing

The Morning Market Briefing

18 minutes

4 weeks ago

Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing

Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings.

For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure