Bloomberg Surveillance AI Jitters Return as Market Plunge Baffles Traders
Nov 21, 2025
Cameron Dawson, Chief Investment Officer at NewEdge Wealth, discusses the Fed's tricky policy choices amid market volatility. Yelena Shulyatyeva, Senior U.S. economist at the Conference Board, analyzes September’s delayed jobs report and its inflation implications. Jeff Krumpelman, Chief Investment Strategist at Mariner Wealth Advisors, shares insights on the robustness of current market valuations and sector strategies. Rich Hill, Global Head of Real Estate Strategy, explores trends in commercial real estate and the complexities of office-to-residential conversions.
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Episode notes
Whipsaw Signals More Market Churn
- Market whipsaws after a bearish engulfing pattern signal increased chop and volatility ahead.
- Cameron Dawson warns 6,500 must hold or 6,100 could bring more oversold conditions.
NVIDIA Raised ROI Questions For AI Spend
- NVIDIA's strong results amplified questions about whether AI CapEx will deliver shareholder returns.
- Cameron Dawson says the core issue is whether AI spending earns returns that justify rising debt and valuations.
Monitoring Volatility Can Forecast Fed Moves
- Continued equity volatility could push the Fed toward cuts if financial conditions tighten.
- Cameron Dawson suggests volatility tightening may force the Fed to ease to avoid choking the economy.
