A tech selloff is triggered as traders react to a developing story: the emergence of Chinese AI lab, DeepSeek. The startup’s model may be more cost-effective than equivalent products from western rivals, which poses a significant threat to tech dominance in the US. Amy Wu Silverman of RBC Capital Markets calls the development a potential game changer and warns of coming volatility. Ella Hoxha of Newton Investment Management says the risk to markets posed by the Federal Reserve is lower now than it was in the past year. “Bloomberg Brief” delivers the market news, data and analysis you need to set your agenda.
Chapters:
00:00:00 – Intro
00:08:51 – Trending on the Terminal
00:12:02 – Ella Hoxha, Newton Investment Management Head of Fixed Income
00:17:53 – Front Page News
00:28:20 – Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy
00:35:19 – Trending on the Terminal
00:42:41 – What to Watch
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