Intro

MRKT Matrix - Wednesday, November 5th

• Dow rises 300 points after AI trade recovers, Supreme Court shows doubt on Trump tariffs (CNBC)
• Almost Half of U.S. Imports Now Have Steep Tariffs (NYT)
• How China’s Chokehold on Drugs, Chips and More Threatens the U.S.  (WSJ)
• Deutsche Bank explores hedges for data centre exposure as AI lending booms (FT)
• Op-ed: The fuel for the AI boom driving the markets is advertising. It is also an existential risk. (CNBC)
• Private-Credit Earnings Ease Investor Concern Over Asset Class’s Health (WSJ)

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

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs