Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being dismantled by the combination of high profit expectations (they're the most elevated since 2018), tough comparisons and a year of weakening analyst revisions. 
That said, growth is still improving for cyclical sectors and sentiment-driving margin expectations are back on the rise despite problematic cues from inflation. The period of easy earnings beats is likely ending for much of the benchmark, suggesting the fundamental backdrop may become choppier in 2025. 
Gwenaelle Huet, Executive Vice President of Europe Operations at Schneider Electric, shares her thoughts on the EU’s economic future around energy policy. Bloomberg News Rates Reporter Michael Mackenzie explains why the bond market's Trump Trade is looking like a recession play. And Drive to the Close with Max Wasserman, Senior Portfolio Manager of Miramar Capital. 
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. 

Watch Carol and Tim LIVE every day on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>. Bloomberg Intelligence Chief Equity Strategist Gina Martin Adams discusses that while the cues from S&amp;P 500 earnings generally support the outlook for stocks this year, the market's tolerance for risk is being dismantled by the combination of high profit expectations (they're the most elevated since 2018), tough comparisons and a year of weakening analyst revisions. That said, growth is still improving for cyclical sectors and sentiment-driving margin expectations are back on the rise despite problematic cues from inflation. The period of easy earnings beats is likely ending for much of the benchmark, suggesting the fundamental backdrop may become choppier in 2025. Gwenaelle Huet, Executive Vice President of Europe Operations at Schneider Electric, shares her thoughts on the EU&rsquo;s economic future around energy policy. Bloomberg News Rates Reporter Michael Mackenzie explains why the bond market's Trump Trade is looking like a recession play. And Drive to the Close with Max Wasserman, Senior Portfolio Manager of Miramar Capital. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.  Watch us LIVE on YouTube: http://bit.ly/3vTiACF.

Carol Massar and Tim Stenovec bring you reporting from the magazine that helps global leaders stay ahead, plus insight on the people, companies and trends shaping today's complex economy.&nbsp; Watch us LIVE on YouTube: <a href="http://bit.ly/3vTiACF">http://bit.ly/3vTiACF</a>.

Carol Massar and Tim Stenovec bring together the latest news from the world of business and finance and the interesting stories of global technology, politics, economics and more by harnessing the power of Bloomberg Businessweek reporters and editors.

Bloomberg Businessweek

Market Volatility Raises Risk-On or Risk-Off Question 

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