
Show Notes
MRKT Matrix - Friday, September 25th
S&P 500 rises, heads for winning week despite Treasury yield surge (CNBC)
Where Are Analysts Most Optimistic on Ratings for S&P 500 Companies Heading into Q4? (FactSet)
History shows financial calamities occur when rates rise rapidly like this: ‘Something always breaks’ (CNBC)
The Robust U.S. Economy Powers Through Rate Hikes and Rising Bond Yields (WSJ)
Bill Gates says AI companies self-regulating isn’t enough and governments should be involved in monitoring (NBC)
The cheap new AI model taking aim at OpenAI and Anthropic (FT)
No product, no problem: investors place big bets on AI neolabs (FT)
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