Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20).
Show Notes
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food pricesWhy the September jobs report will lead to more tariff cutsWall Street rebounds after the prior day’s volatile downturnEpisode transcripts:
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