December 13, 2022 - Daily Market Briefing
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 business optimism survey, earnings data from Oracle, Thoma Bravo\u2019s acquisition of Coupa, and some commentary on the FTX circus.
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