Bloomberg Daybreak: US Edition Daybreak Holiday: Markets, Nvidia, Bitcoin
11 snips
May 26, 2025 
Mandeep Singh, the Global head of tech research at Bloomberg Intelligence, shares insights on NVIDIA's pivotal earnings report and its role in the AI chip market. Barry Ritholtz, founder of Ritholtz Wealth Management, discusses market trends and the impact of policy shifts. Meanwhile, Mike McGlone examines Bitcoin's recent surge and its connection to traditional assets, providing predictions that suggest a bullish outlook for cryptocurrency. Together, they navigate the complexities of current economic conditions and market dynamics.
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Washington Policy Drives Market Reaction
- Washington policy decisions significantly impact market expectations for the economy.
- Unexpected tariff announcements caused sharp market price adjustments reflecting lower corporate profits.
Market Prices Gradual Policy Improvements
- Markets often price in gradual policy improvements amidst uncertainty.
- Past trade tensions showed markets improve expectation well before actual deals are reached.
Improve Policy Communication Strategy
- Governments should adopt transparent, advance communication strategies like the Fed to avoid market shocks.
- Managing expectations before major policy changes prevents disruptive market surprises.