After two years of full steam ahead for U.S. equities, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world?
Carrie King, U.S. and Developed Markets Chief Investment Officer for BlackRock’s Fundamental Equities group will discuss market volatility, rotations and the state of the U.S. equity market.
Sources: Q2 Equities Outlook, BlackRock 2025
Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q
Key moments in this episode:
00:00 Introduction to Market Volatility and The Equity Landscape
02:00 Recap of Previous Discussion and Market Trends
03:48 Broadening of the Equity Markets
04:27 US vs. Global Market Performance
05:13 Drivers of Market Rotation and Volatility
06:28 Fundamental Shifts in the Market
09:15 European Market Outperformance
12:11 US Exceptionalism and Future Outlook
15:11 Health of US Corporations and Consumers
18:14 Investor Sentiment and Future Outlook
19:20 Conclusion and Investor Takeaways
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