Episode Details

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)

--

Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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