MRKT Call

Stocks Higher As Trump 2.0 Era Begins

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MRKT Matrix - Tuesday, January 21st

  • Dow rallies 400 points as investors feel Trump’s tone on tariffs is softer than feared (CNBC)
  • Xi Dodges Early Trump Tariffs, Buying China Time to Influence US (Bloomberg)
  • Interest rates won’t fall as fast as expected if tariffs stoke inflation, UBS CEO says (CNBC)
  • JPMorgan ‘War Room’ Examining First Days of Trump Presidency (Bloomberg)
  • Trump to announce AI infrastructure investment backed by Oracle, OpenAI and Softbank (CNBC)
  • Jefferies downgrades Apple to rate underperform rating, says revenue may disappoint (CNBC)
  • Huawei seeks to grab market share in AI chips from Nvidia in China (FT)
  • Biden’s Chips Team Hands Off $52 Billion Program to a Skeptical Trump (Bloomberg)
  • Tesla brand value shed $15 billion in 2024 with aging lineup, Musk at helm, researchers found (CNBC)
  • Trump Halts TikTok Ban, Giving App More Time to Find a Buyer (Bloomberg)
  • Hamas Is Effectively Back in Control in Gaza (WSJ)

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    MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets


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