

Market Volatility Raises Risk-On or Risk-Off Question
Mar 10, 2025
Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses the unsettling trends in tech stocks and S&P 500 earnings. Gwenaelle Huet from Schneider Electric shares insights on the EU's economic future and the urgency of advancing energy policies. Michael Mackenzie, a Bloomberg News Rates Reporter, analyzes how bond markets react amidst political turbulence and recession fears. Max Wasserman, Senior Portfolio Manager at Miramar Capital, provides strategic investment insights during heightened market volatility.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
The Impact of Big Tech on Market Sentiment
01:46 • 2min
Market Dynamics and Volatility Insights
03:20 • 7min
Navigating Europe's Market Challenges
09:56 • 7min
Navigating Market Dynamics: Insights and Optimism
17:17 • 2min
Bond Market Insights and Economic Challenges
19:20 • 8min
Navigating Market Signals and Sector Performance
27:38 • 2min
Navigating Market Volatility
29:10 • 9min