About this episode
MRKT Matrix - Monday, March 2nd
S&P 500 teeters, cutting earlier losses as traders buy the dip after U.S.-Iran attacks (CNBC)
Jamie Dimon expects cyber, terror attacks in retaliation for Iran strikes (CNBC)
Jamie Dimon Says Iran Conflict Won’t Be Major Inflationary Hit (WSJ)
Hedge funds rethink emerging market bets after US-Israel strikes on Iran (FT)
Geopolitics Bets Hit a Record on Polymarket as Iran War Escalates (Bloomberg)
Mortgage rates jump sharply higher after Iran strikes, reversing last week’s decline (CNBC)
Apple Debuts iPhone 17e and M4 iPad Air, Starting Product Wave (Bloomberg)
NVIDIA Announces Strategic Partnership With Lumentum to Develop State-of-the-Art Optics Technology (Nvidia)
Nvidia’s stock is stuck. Morgan Stanley says it’s time to buy again (CNBC)
Anthropic’s Claude Goes Down Amid ‘Unprecedented Demand’ (Bloomberg)
Musk’s X, xAI to Pay Back $17.5 Billion Debt as SpaceX IPO Nears (Bloomberg)
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