Lori Calvasina, Chief US Equity Strategist at RBC Capital Markets, shares insights on the equity rally following the US-China trade truce, emphasizing broad gains across sectors like technology and consumer discretionary. Huw van Steenis, Vice Chair at Oliver Wyman, discusses how international investors might adjust their portfolios in response to this newfound optimism, highlighting key market indicators signaling strength. Together, they reveal how traders are reacting to changing dynamics in tariffs and what this means for future economic stability.
