About this episode
MRKT Matrix - Tuesday, January 13th
S&P 500 retreats from record Tuesday as JPMorgan slides, traders evaluate multiple Trump edicts (CNBC)
Inflation vs. affordability (Axios)
2026 Outlook: Converging Forces Shaping Earnings, Capital Markets, Technology, and Global Policy (FactSet)
JPMorgan Says ‘Everything’ on Table to Fight 10% Card Cap (Bloomberg)
Microsoft vows to ‘pay its way’ as it seeks to defuse data centre backlash (FT)
Google Goes Electric to Get Quick Data Center Approval (The Information)
China Restricts Nvidia Chip Purchases to Special Circumstances (The Information)
Don’t hold your breath for robots’ ChatGPT moment (FT)
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