MRKT Matrix - Monday, January 26th
S&P 500 rises as Apple, Meta gain ahead of earnings (CNBC)
Fed to Hold Rates as Political Storm Intensifies Around Powell (Bloomberg)
Nvidia invests $2bn in CoreWeave in new data centre push (FT)
Microsoft Unveils Latest AI Chip to Reduce Reliance on Nvidia (Bloomberg)
Anthropic Sought Billions for Apple ... Show More
Yesterday
Stocks Fade From New Highs As Fed Holds Rates Steady
MRKT Matrix - Wednesday, January 28th S&P 500 touches record 7,000 level, but gain fades as Fed keeps rates on hold (CNBC) Fed meeting recap: Powell says economy on ‘firm footing’ and current rate level not restrictive (CNBC) Trump is not worried by a weak dollar. Why the preside ... Show More
7m 24s
Jan 27
Tech Leads Stocks To Record Highs
MRKT Matrix - Tuesday, January 27th S&P 500 rises to record high, led by gains in tech (CNBC) Humana, UnitedHealth plunge 20% after Trump administration proposes keeping Medicare Advantage rates flat (CNBC) The gold rally is the new bet against Trump (Axios) UPS to Cut 30,000 J ... Show More
6m 32s
Nov 2024
MacroVoices #455 Daniel Lacalle: Is The Trump Trade Over?
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome back, Daniel Lacalle. We'll explore the Trump Trade, whether it's winding down or just gaining momentum, and discuss what lies ahead for the markets. <a href='https://bit.ly/3CEID3X'>https://bit.ly/3CEID3X</a>
... Show More
1h 8m
Jul 2023
Dear Mister Fantasy and a Conversation with Joe Saluzzi of Themis Trading
Guy, Dan, and Danny discuss the BOJ (3:00), big tech earnings (8:00), energy/crude oil/gasoline on the rise (15:15), the Fed meeting (16:00), Carvana/AMC (20:00), PMI/deflationary risks (24:00), and important earnings reports to watch next week (30:00). The co-hosts interview Joe ... Show More
1h 9m
Apr 2025
Bezos-Backed $20K EV Truck Unveiled & Shein and Temu Raising Prices?
Episode 570: Neal and Kyle chat about the newest EV pickup truck from Slate that some are calling the “anti-Cybertruck” with a price tag starting at $20,000. Then, retail traders who’ve been betting on the stock market dip may have outsmarted seasoned trading firms. Also, incomin ... Show More
27m 32s
<p class="p1">MacroVoices Erik Townsend & Patrick Ceresna welcome, Mike Green. They’ll discuss everything from the reopening rally to precious metals to energy markets. <a href='https://bit.ly/49SQx89'>https://bit.ly/49SQx89</a> </p>
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<p class="p1">🔻Downlo ... Show More
