Bloomberg Surveillance Investor Optimism Rises as Shutdown Deal Appears Close
12 snips
Nov 10, 2025 Tali Leger, Chief Market Strategist at Wealth Consulting Group, discusses how easing inflation and rising profit margins bolster the bull market narrative. Amanda Lynam from BlackRock highlights a surge in big tech debt issuance and its strategic implications. Greg Boutle of BNP Paribas analyzes market sentiment, pinpointing recent turbulence as a strong earnings season enhances analyst forecasts. Together, they explore credit quality, sector strategies, and the impact of AI on investment trends, offering insights into the evolving market landscape.
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Earnings Power Is Driving Market Optimism
- Talley Leger argues earnings, led by tech, are the primary driver sustaining higher market multiples.
- He sees quality revenue growth and expanding margins as justification for elevated valuations.
Shop Sales In Cyclicals And Select Tech
- Leger recommends shopping the sales in pro-cyclical, economy-sensitive sectors rather than abandoning the market.
- He suggests tech plus old-economy industrials and materials as areas to add selectively.
Shutdown Risk Eases With Reopening Hopes
- Leger flagged the government shutdown as a market worry but noted reopening hopes boost sentiment.
- He expects markets to rally into year-end if the government reopens.
