Bloomberg Daybreak: Asia Edition Wall Street Erases 2025 Losses; Global Trade Tensions Cool Down
5 snips
May 14, 2025 
Todd Walsh, CEO and Chief Technical Analyst at Alpha Cubed Investments, discusses the recent market surge fueled by semiconductor stocks and easing U.S.-China trade tensions. Meanwhile, Nick Burns, former U.S. Ambassador to China, warns that the trade conflict has morphed into a near-embargo, driven by high tariffs. He emphasizes the need for a deal within 90 days to prevent economic decoupling. The conversation sheds light on the importance of long-term investment strategies amidst market volatility and the impact of global trade negotiations.
AI Snips
Chapters
Transcript
Episode notes
Market Recovers Amid Trade Optimism
- The stock market erased losses for 2025 as trade tensions between the U.S. and China cool down.
- Market volatility remains high, and investors should prepare for ongoing fluctuations despite recent optimism.
200-Day Moving Average Key Indicator
- Crossing above the 200-day moving average is a significant technical indicator suggesting positive momentum.
- Despite the current optimism, market volatility will persist due to ongoing uncertainties.
Chip Stocks Lead With Volatility
- Semiconductor stocks lead gains but short-term leadership shifts do not predict sustained market trends.
- AI and chip-related sectors continue to embody a secular bull market despite expected volatility.