MRKT Call

Stocks Sink After Trump Tariffs

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MRKT Matrix - Monday, February 3rd

  • Dow claws back sharp losses in stunning reversal after U.S. tariffs on Mexico are paused (CNBC)
  • Trump pauses Mexico tariffs for one month after agreement on border troops (CNBC)
  • Beijing Prepares Its Opening Bid to Talk Trade With Trump (WSJ)
  • Putin says Europe will ‘stand at the feet of the master’ as Trump’s tariffs alarm allies (CNBC)
  • Tom Lee says buy this tariff dip in stocks, but bitcoin is headed for much more short-term pain (CNBC)
  • Paul Tudor Jones says markets are on shakier ground than in Trump’s first term, leaving no room for error (CNBC)
  • Everyone’s Rattled by the Rise of DeepSeek – Except Nvidia, Which Enabled It (WSJ)
  • Musk Says DOGE Halting Treasury Payments to US Contractors (Bloomberg)


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