Gina Martin-Adams

Gina Martin Adams, Chief US Equity Strategist at Bloomberg Intelligence, dives into the market dynamics and effects of the latest CPI reading. Virginie Maisonneuve, Global CIO Equity at Allianz, discusses the global equity outlook amid inflation concerns and potential US-China relations. Lori Calvasina, Head of US Equity Strategy at RBC, shares insights on shifting investment trends toward riskier markets. The panel humorously hints at how AI could reshape industries, making for a lively and informative discussion!

Gina Martin Adams, Bloomberg Intelligence's Chief Equity Strategist, discusses how potential Trump 2.0 tariffs could negatively impact global companies, particularly U.S. multinationals. Irwin Simon, CEO of Tilray Brands, shares insights on the cannabis industry's future under the Trump administration. Mark Gurman, Bloomberg's Tech Correspondent, highlights Meta's innovative strides in AI-integrated wearable tech. Finally, Chris McMahon, CEO of Aquinas Wealth Advisors, dives into the implications of expected Federal Reserve rate cuts on market dynamics.

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.

Gina Martin Adams, Bloomberg Intelligence's Chief U.S. Equity Strategist, discusses the pain U.S. companies may face from Trump's tariffs. Krish O’Mara Vignarajah, President of Global Refuge, shares challenges nonprofits encounter in supporting refugees amid funding cuts. Susan B. Bourgeois, Louisiana's Economic Development Secretary, sheds light on trade war implications for the state. Patrick Fruzzetti from Rose Advisors offers investment strategies to navigate market volatility, emphasizing sectors less exposed to global disruptions.

Gina Martin-Adams, Chief Equity Strategist at Bloomberg Intelligence, analyzes mega-cap earnings and recent economic data. Angela Stent, Senior Fellow at the Brookings Institution, discusses the intricacies of the U.S.-Russia prisoner swap, shedding light on geopolitical dynamics. Mandeep Singh, Senior Tech Analyst at Bloomberg Intelligence, examines META's earnings, focusing on its shift toward AI. Katy Kaminski, Chief Research Strategist at AlphaSimplex, shares insights on market trends, particularly regarding small cap financials and the implications of Federal Reserve policies.