Bloomberg Daybreak: Europe Edition Earnings Season Rolls On, Bank of England Rate Decision, Chinese Economic Data
Nov 1, 2025
Join Amanda Agati, Chief Investment Officer at PNC, as she discusses the surprising 9% growth in Q3 earnings and the importance of future revisions. Ivan Feinseth, from Tigris Capital, shares insights on big tech and the transformative impact of AI investments, naming Amazon and NVIDIA as frontrunners. Meanwhile, Dan Hansen analyzes the cautious stance of the Bank of England amid inflation concerns, while James McIntyre updates on Australia's inflation and economic pressures, hinting at cautious RBA policy changes ahead.
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Earnings Beat Expectations
- Q3 earnings have exceeded expectations, pushing S&P 500 earnings growth above 9% versus a 7.2% forecast.
- Amanda Agati says strong revisions support lofty valuations but trend matters more than one season.
Prepare For Occasional Pullbacks
- Expect periodic pullbacks as normal market behavior and healthy volatility returns.
- Amanda Agati advises not to be overly bearish despite stretched valuations and policy uncertainty.
Trade Truce Eases One Fog
- The one-year trade truce between Presidents Trump and Xi reduces tariff-related uncertainty.
- Amanda Agati warns other policy risks like a US government shutdown and Fed uncertainty still cloud markets.