Bloomberg Market Wrap 12/14

The video discusses the current disconnect between the stock market and the economy, highlighting a 10% decline in the S&P 500 despite positive economic indicators like jobless claims and growth forecasts. It also examines the performance of domestic-sensitive stocks. The second part focuses on Starbucks, analyzing its recent investor day, lowered growth forecasts, and strategies for recovery, including cost-cutting and digital engagement, with a focus on the US and China markets.

What is the current disconnect between the stock market and the economy as discussed in the video?

• The stock market is underperforming despite positive economic indicators.

• The stock market is unaffected by economic changes.

• The stock market and the economy are perfectly aligned.

• The stock market is outperforming the economy.

Which stocks are showing resilience in the current market situation?

• Domestic-sensitive stocks like transports and regional banks

• International tech stocks

• Cryptocurrency stocks

• Energy sector stocks

What was a significant factor in Starbucks' recent performance issues?

• High competition in the US market

• Lowered long-term forecasts and disappointing sales in China

• Increased operational costs

• Lack of digital engagement

How did analysts react to Starbucks' Investor Day despite the lowered forecasts?

• They advised selling the stock immediately.

• They became more optimistic, seeing the targets as reasonable.

• They remained neutral about the stock.

• They became more pessimistic about the stock.

What potential partnership could benefit Starbucks in China?

• A partnership with Baidu

• A partnership with Alibaba

• A partnership with JD.com

• A partnership with Tencent