What Comes Next, Recession?, Contagion Risk, Snowflake Dives, Lockheed Soars

MRKT Matrix

Mar 03, 2022•31 min•Ep. 92

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Episode description

Join Guy Adami and Dan Nathan as they demystify the latest Wall Street Research every Thursday. They are joined by Liz Young from SoFi to break down her latest macro research and the broad markets. Sponsored by Factset, SoFi, & OpenExchange.

Today’s Rundown

1. Rosie Says Recession Risks Rising. Broad markets. WTI, SPX, NDX

2. SaaS Sales Multiples Still Silly—> SNOW, CRM, PANW

3. Liz Young on Contagion Risk. Bullish vs. Bearish Sentiment

4. The one chart equity investors have to keep a close eye on

5. An Options Trade in a Defense Stock: Chart: LMT

6. One for the Road John Butters: Earnings estimates cut, industrials and energy headed in different directions

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MKT Call is brought to you by our presenting sponsors SoFi, FactSet and OpenExchange.

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