Bloomberg Daybreak: US Edition
Daybreak Holiday: Walmart, Oil, ETFs
Feb 17, 2025
Eric Balchunas, an ETF analyst at Bloomberg Intelligence, discusses the latest regulatory changes affecting the ETF market, including the rise of crypto ETFs. Stephen Schork, president of the Schork Group, shares insights on the oil market's stability amidst political shifts and geopolitical tensions. Arun Sundaram, SVP for Equity Research at CFRA, analyzes Walmart's strategic outlook, focusing on its strong holiday performance and challenges from inflation and competition with Amazon. Expect an engaging overview of the intersecting worlds of finance, energy, and retail!
38:44
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Quick takeaways
- The evolving regulatory landscape for ETFs under new SEC leadership suggests a promising future for innovative products, particularly in the cryptocurrency space.
- Walmart's anticipated weaker earnings are counterbalanced by strong holiday sales and successful initiatives, positioning it better than competitors amid economic challenges.
Deep dives
Regulatory Shifts in ETFs
The current regulatory environment for Exchange-Traded Funds (ETFs) is undergoing changes with a new leadership at the Securities and Exchange Commission (SEC). The prospect of a more merit-based regulatory approach is evident with the approval of options on precious metals ETFs that had been pending for a decade. Influential commissioner Hester Peirce is now in a position to expedite decisions, signaling a willingness to unlock new product offerings. Market analysts expect a rise in innovative ETFs, including those for cryptocurrencies, while also cautioning that the wild nature of some products may lead to mixed consumer outcomes.
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