About this episode
MRKT Matrix - Friday, September 4th
U.S. payrolls rose 162,000 in August, much more than expected; unemployment rate at 4.1% (CNBC)
US Goods-Trade Deficit Widens to Largest Since March 2025 (Bloomberg)
Soaring US Fuel Prices Deepen Pains of Unending Iran Conflict (Bloomberg)
Analysts Increasing EPS Estimates for S&P 500 Companies For 2nd Straight Quarter (FactSet)
Are credit rating agencies getting fed up with hyperscalers? (FT)
Anthropic’s In-House Payments Tech Push Could Chip Away at Stripe (The Information)
Apple to Kick Off Ternus Era With Its Biggest-Ever Slate of New Products (Bloomberg)
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