Bloomberg Surveillance Trump Hails 'Historic Dawn' for Middle East
13 snips
Oct 13, 2025 
Lori Calvasina, Head of U.S. Equity Strategy at RBC Capital Markets, dives into the current earnings season and the implications for large-cap technology companies. She discusses stretched valuations and the vital role earnings results will play in market direction. Calvasina also highlights the challenges small caps face, while identifying promising sectors like financials and healthcare. Tune in for sharp market insights and predictions as economic conditions continue to evolve.
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Hostage Release Spurs Public Relief
- Israelis celebrated mass hostage releases and showed visible relief in Tel Aviv's Hostage Square.
- Galit Altstein says Trump personally guaranteed the end of the war to secure Hamas's release of hostages.
Deal Hinges On Hamas Disarmament
- Trump, Jared Kushner and mediators convinced Hamas to release hostages in exchange for a war halt guarantee.
- The main unresolved issue remains whether Hamas will disarm, per Trump's 20-point plan.
Validate Market Views With Earnings
- Use earnings season to test market narratives instead of overreacting to headlines.
- Focus on banks' messaging and consumer-company readouts to see where demand and risks actually lie.
