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Show Notes
MRKT Matrix - Monday, August 4th
- Dow rallies 500 points, clawing back all of Friday’s weak jobs report rout (CNBC)
- Analysts Increasing EPS Estimates Slightly for S&P 500 Companies for Q3 (FactSet)
- Trump to Name New Fed Governor, Jobs Data Head in Coming Days (Bloomberg)
- American Consumers Are Getting Thrifty Again (WSJ)
- Cash Windfall From Trump’s Tax Law Is Starting to Show Up at Big Companies (WSJ)
- China Is Choking Supply of Critical Minerals to Western Defense Companies (WSJ)
- Why Big Tech’s Cloud Shift Threatens Microsoft and Google’s Margins (The Information)
- Tesla Approves $30 Billion Stock Award for CEO Elon Musk (Bloomberg)
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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets
Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs