Gina Martin Adams

@GinaMartinAdams

Gina Martin Adams, CFA, CMT, is the Chief Equity Strategist for Bloomberg Intelligence, a division of Bloomberg LP, and is based in New York, NY.

Manhattan, NY

Joined March 2017

786Following

22KFollowers

Gina Martin Adams@GinaMartinAdams · Jul 17

Mag-7 is so last year. Here are 27 global stocks with better profitability, earnings growth and valuations than the Mag-7.

GinaMartinAdams's tweet image. Mag-7 is so last year. Here are 27 global stocks with better profitability, earnings growth and valuations than the Mag-7.

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BCA Research@bcaresearch · Jul 15

We’re thrilled to welcome @AnnaEconomist, Chief US Economist at Bloomberg Economics, to this year’s BCA conference. Anna brings a wealth of macro and policy experience, with prior roles at the Fed, the White House CEA, and the US Treasury. Expect sharp views on growth,…

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Gina Martin Adams@GinaMartinAdams · Jul 16

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Gina Martin Adams@GinaMartinAdams · Jul 16

As the valuation gap between US stocks and the rest of the world widens again, pockets of opportunity can still be found abroad. The S&P 500 now trades at a 55% forward P/E premium to the Bloomberg Global ex-US Index, more than double the roughly 25% median from 2015-19.

GinaMartinAdams's tweet image. As the valuation gap between US stocks and the rest of the world widens again, pockets of opportunity can still be found abroad. The S&amp;P 500 now trades at a 55% forward P/E premium to the Bloomberg Global ex-US Index, more than double the roughly 25% median from 2015-19.

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Gina Martin Adams@GinaMartinAdams · Jun 16

US stocks still trying to climb out of the basement on YTD basis, up just under 2%.

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Gina Martin Adams@GinaMartinAdams · Jun 16

Stocks aren’t all about AI anymore - even the post-Liberation Day bounce has been led by other themes. Defense and nuclear still have the strongest year-to-date returns across all 33 of our global themes.

GinaMartinAdams's tweet image. Stocks aren’t all about AI anymore - even the post-Liberation Day bounce has been led by other themes. Defense and nuclear still have the strongest year-to-date returns across all 33 of our global themes.

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Gina Martin Adams@GinaMartinAdams · Jun 8

Nifty Fifty is back! Effective membership of the S&P 500 is just 52 stocks now. Amazing.

GinaMartinAdams's tweet image. Nifty Fifty is back! Effective membership of the S&amp;P 500 is just 52 stocks now. Amazing.

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Gina Martin Adams@GinaMartinAdams · Jun 8

EM equities jumped out front last week as this year’s dominance by developed markets ex-US took a breather.

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Eric Balchunas@EricBalchunas · May 7

FYI, we are hosting an ETF/macro event in Denver tmrw (Thur) at 230pm feat presentations from @GinaMartinAdams and myself and a panel with Janus, Schwab and ALPS. Agenda below. Register here: go.bloomberg.com/attend/invite/…

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Gina Martin Adams Retweeted

Elaine Pringle Schwitter - Heads Talk@EJPringS · Apr 22

Episode Title🇺🇸High Stakes: The Poker Game of Global Markets & Economic Power🇺🇸 💵 ℙ𝕠𝕨𝕖𝕣𝕗𝕦𝕝 𝕎𝕠𝕞𝕖𝕟 𝕚𝕟 𝕎𝕒𝕝𝕝𝕤𝕥𝕣𝕖𝕖𝕥 & 𝕄𝕠𝕟𝕖𝕪💵series #HeadsTalk @GinaMartinAdams Chief Equity Strategist @Bloomberg @business @markets @economics podcasts.apple.com/gb/podcast/hea…

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Gina Martin Adams Retweeted

Sarah Longwell@SarahLongwell25 · Apr 3

Wanna hear how Republicans talked about tariffs before Trump castrated all of them?

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James Surowiecki@JamesSurowiecki · Apr 3

This is truly amazing. The Deputy White House Press Secretary is claiming that I'm wrong, and that the "tariff rates" on Trump's chart were calculated by "literally" measuring every country's tariffs and non-tariff trade barriers. To prove it, he screenshots the formula the USTR…

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Gina Martin Adams@GinaMartinAdams · Apr 3

To illustrate just how nonsensically these tariffs were calculated, take the example of Lesotho, one of the poorest countries in Africa with just $2.4 billion in annual GDP, which is being struck with a 50% tariff rate under the Trump plan, the highest rate among all countries on…

JJames Surowiecki@JamesSurowiecki · Apr 2

Just figured out where these fake tariff rates come from. They didn't actually calculate tariff rates + non-tariff barriers, as they say they did. Instead, for every country, they just took our trade deficit with that country and divided it by the country's exports to us. So we…

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Gina Martin Adams@GinaMartinAdams · Apr 2

US multinationals, arguably the biggest driver and beneficiary of globalization, may suffer most as tariffs spark trade turmoil and threaten margin domination of American companies. White House tariffs may only be the start, as retaliations further strain global supply chains.

GinaMartinAdams's tweet image. US multinationals, arguably the biggest driver and beneficiary of globalization, may suffer most as tariffs spark trade turmoil and threaten margin domination of American companies. White House tariffs may only be the start, as retaliations further strain global supply chains.

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Gina Martin Adams@GinaMartinAdams · Apr 1

Global technology remains weak across all major markets, underperforming global equities at large by 435 bps in and 949 bps year to date -- the worst rolling three months of underperformance since August 2004. Not a single market's tech sector gained in March.

GinaMartinAdams's tweet image. Global technology remains weak across all major markets, underperforming global equities at large by 435 bps in and 949 bps year to date -- the worst rolling three months of underperformance since August 2004. Not a single market's tech sector gained in March.

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Gina Martin Adams@GinaMartinAdams · Mar 30

1Q25 is the best quarter since 1Q20 for international stocks with the least dependence on US revenue compared to their highly US-dependent peers. Fears of US recession coupled with tariff uncertainty are dragging down stocks with high exposure to the U.S.

GinaMartinAdams's tweet image. 1Q25 is the best quarter since 1Q20 for international stocks with the least dependence on US revenue compared to their highly US-dependent peers. Fears of US recession coupled with tariff uncertainty are dragging down stocks with high exposure to the U.S.

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Gina Martin Adams@GinaMartinAdams · Mar 16

After two weeks of significant underperformance vs the globe, the U.S. is still one of the most expensive stock markets in the world by any measure, and the only market still trading at P/E over 20x.

GinaMartinAdams's tweet image. After two weeks of significant underperformance vs the globe, the U.S. is still one of the most expensive stock markets in the world by any measure, and the only market still trading at P/E over 20x.

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Gina Martin Adams@GinaMartinAdams · Mar 13

The yield curve is flirting with inversion again, telling stocks to de-risk.

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Gina Martin Adams@GinaMartinAdams · Mar 12

U.S. stocks are in poor position to weather trade war, in part because of their high beta status in the globe. Performance since Feb 18 for markets ranked by beta below. Note, Trump targets are all outperforming the U.S. so far.

GinaMartinAdams's tweet image. U.S. stocks are in poor position to weather trade war, in part because of their high beta status in the globe. Performance since Feb 18 for markets ranked by beta below. Note, Trump targets are all outperforming the U.S. so far.

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Gina Martin Adams@GinaMartinAdams · Mar 9

The Magnificent Seven is down 16% from its peak in December, and China's Tech 8 has broken to new multiyear highs. The gap between the two groups' longer-term performance charts is still extremely wide but this year's difference has been extraordinary.

GinaMartinAdams's tweet image. The Magnificent Seven is down 16% from its peak in December, and China's Tech 8 has broken to new multiyear highs. The gap between the two groups' longer-term performance charts is still extremely wide but this year's difference has been extraordinary.

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