Bloomberg Daybreak: Asia Edition Earnings Season Rolls On, Bank of England Rate Decision, Chinese Economic Data
12 snips
Oct 31, 2025 Ivan Feinseth, Chief Investment Officer at Tigris Capital Partners, dives into the impact of big-tech earnings and highlights AI as a transformative investment trend. He emphasizes that the current phase is just the beginning for AI adoption. Meanwhile, Dan Hanson, Chief UK Economist at Bloomberg, analyzes the Bank of England's rate strategies amidst persistent inflation. He predicts that cuts are unlikely until early 2026, given the uncertain fiscal landscape. The discussion reveals key insights into market dynamics and monetary policies.
AI Snips
Chapters
Transcript
Episode notes
Earnings Beat Raises Next-Quarter Expectations
- Q3 earnings have handily exceeded expectations, with S&P 500 earnings tracking above 9% versus a 7.2% forecast.
- Amanda Agati says the trend in revisions for Q4 and 2026 matters more than one quarter's beat.
Trend, Not One Quarter, Drives Market Outlook
- Positive earnings are lifting forward earnings revisions, potentially setting up double-digit growth for next year.
- Amanda Agati emphasizes the market is focused on the trend across the next four quarters and Fed policy.
Prepare For Pullbacks And Controlled Volatility
- Expect periodic pullbacks even in a rally and view modest volatility as healthy for sustainability.
- Amanda Agati warns valuations are pricing near-perfection, so avoid complacency.