Beige Book Overview & A Comeback in U.S. Manufacturing | October 16, 2025 – Morning Market Briefing
Update: 2025-10-16
Description
Ben, Tom, and Andrew discuss the Fed's Summary of Commentary on Economic Conditions (the Beige Book), a comeback in American manufacturing, more earnings updates, and the increased prevalence of long-term revenue forecasts as drivers of AI company valuations.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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Please see disclosures:
https://www.narwhal.com/disclosure
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
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