Bloomberg Daybreak: US Edition Daybreak Holiday: Black Friday Sales, Markets, Bitcoin and Antitrust
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Nov 27, 2025 Join Poonam Goyal and Lindsay Dutch, seasoned retail analysts at Bloomberg Intelligence, as they dissect Black Friday trends, focusing on resilient consumer spending and in-demand items like gaming and apparel. Scott Martin, Chief Investment Officer at Kingsview Wealth Management, offers insights into market volatility and highlights opportunities amid recent stock weakness. Jennifer Rhee, Antitrust Analyst, shares the latest on major tech antitrust cases, including Google and Meta, revealing how outcomes may shape the industry. A must-listen for holiday shoppers and investors!
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Volatility Creates Reallocation Opportunities
- Recent market pullbacks mirror earlier spring volatility and create buying opportunities.
- Weak hands exiting can let stronger hands buy attractive tech positions for longer-term gains.
Focus On Stock Picking In Tech
- Favor stock-picking in tech rather than broad bets during this pullback.
- Look for names excessively punished by liquidation for potential outsized upside.
Fed Support Is Not A Cure-All
- Fed action may be less effective than market hopes; fundamentals matter more.
- Scott Martin expects the economy strong enough that the Fed should not cut imminently.