Bloomberg Surveillance Rate Cut Bets Spur Modest Market Gains
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Nov 6, 2025 
Brian Belsky, CEO and CIO at Humilis Investment Strategies, shares insights on the resilience of the US secular bull market and the potential impact of economic data on yields. Holger Schmieding, Chief Economist at Berenberg, discusses the Eurozone's stability and inflation outlook, highlighting a shift from globalization to regional trade. Shannon O'Neil from the Council on Foreign Relations talks about the complexities of US supply chains and the geopolitical implications of shifting economic policies. Engaging perspectives abound on thriving amidst challenges!
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Career Move From BMO To Humilis
- Brian Belski described leaving BMO after 13 years to start Humilis and joked about playing up a Canadian identity.
- He used his Minnesota roots and institutional focus to shape the new firm.
Data Deluge Risks Misinformation
- Markets face potential misinformation overload as incoming economic data could confuse investors.
- Brian Belski expects longer-term rates to fall over a year, aiding small caps and value names.
Judge AI Stocks By Fundamentals
- Avoid labeling AI broadly as a bubble; evaluate companies individually by fundamentals.
- Watch for frothy M&A and stock-funded dealmaking as a true bubble signal.