Software Relief Rally and Geopolitical Risks

MRKT Matrix - Wednesday, February 25th

• Stocks rise, adding to Tuesday’s comeback as Nvidia and Oracle shares gain (CNBC)
• The Market’s AI Obsession Is Starting to Bring Out the Bears (WSJ)
• Private Credit Fears Deepen With UBS Warning of 15% Defaults (Bloomberg)
• Private Equity Was Headed for a Correction, Even Without AI Gloom (WSJ)
• Lowe’s Signals Muted Housing Demand In Weak Forecast (Bloomberg)
• Mortgage rates hit lowest level in nearly 4 years, but homebuyers are still stuck on the sidelines (CNBC)
• CME halts trading on flagship metals market for more than an hour (FT)

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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