Wall Street’s rebound from April’s meltdown is showing signs of exhaustion. Citi and JPMorgan are betting this year’s biggest losers — small caps, tech hardware and homebuilders — will become short-term winners as trade tensions ease. Meanwhile, we may get a major breakthrough on Capitol Hill as House Republicans may reach a compromise on the state and local tax deduction, known as SALT. Is 2025 the year of the IPO Revival as EToro’s upsized offering boosts investor sentiment.
Chapters:
00:00:00 – Bloomberg Open Interest
00:02:13 – Annmarie Hordern, Bloomberg News
00:05:24 – Mandeep Singh and Alex Semenova, Bloomberg News
00:11:28 – High Interest
00:13:24 – Devika Krishna Kumar, Bloomberg News
00:18:17 – Michelle Weaver, Morgan Stanley
00:31:21 – Top Calls
00:33:27 – Ed Ludlow, Bloomberg News
00:40:29 – Jan-Patrick Barnert, Bloomberg News
00:45:35 – Annmarie Hordern, Bloomberg News
00:55:56 – John Stoltzfus, Oppenheimer Asset Management
01:05:30 – Matthew Griffin, Bloomberg News
01:09:00 – Aktarer Zaman, Skiplagged
01:13:44 – Alex Semenova, Bloomberg News
01:17:21 – Katerina Simonetti, Morgan Stanley
01:25:16 – Kailey Leinz, Bloomberg News
——–
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