222: U.S. Equities: Getting Granular on Market Insights and Sector Trends

After two years of full steam ahead for U.S. equity markets, 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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