futures in positive territory this morning. Join us now now for a look at the markets. Lori uh Kalvasina, she is RBC's capital markets head of US equity research.Good morning. >> Good morning. >> And the question that I would ask you is what do we do in this sort of topyturvy world of both.We're getting all these earnings reports, but I can't tell whether I'm supposed to focus on that or focus on what Trump is saying about tariffs in China. >> So, I I think unfortunately we have to deal with both right now. ...

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Monetary Policy & Interest Rates - The market anticipates the Federal Reserve (Fed) will likely cut rates in October and again in December due to concerns about the weakening labor market [2] - The Fed is considering ending the balance sheet runoff and potentially supporting more buying of long-term treasuries, which should help lower long-term yields [2] - The potential for yields to fall across the curve is supportive for a range of assets [3] - The Fed may be considering measures to ensure a soft landing for the economy and the labor market [7] Economic Outlook - The US economy is growing at a pace of approximately 35% in the third quarter [7] Banking Sector & Earnings - Early bank earnings, including Citigroup and Wells Fargo, are beating expectations [8] - The bar has been reset higher for this earning season, particularly for banks, which had the greatest upward revisions [9] - JP Morgan's results were broadly positive, but there are some concerns about the credit markets [10] AI & Technology - AI is considered one of the greatest commercial opportunities today, but it will disrupt some companies and create winners and losers [13] - There is a risk that some hyperscalers will start to rein in their capital expenditure (capex), and the semiconductor industry will likely feel the biggest impact [14]

City just reporting earnings. Leslie Picker joins us right now with more on that. Hi Leslie.Hey Becky. Yeah, City Group beating on the top line with all five divisions posting a record third quarter. Revenue overall up 9% to 22.1% billion.As for the individual units, banking, which houses investment banking and corporate banking, the biggest grower in the quarter with revenue up 34%. Markets comprising sales, trading, and financing was the highest earner generating 5.6% 6 billion in Q3. The other three divi ...

Uh joining us right now to talk about what's going on in these markets which have been uh on a bit of a roller coaster. Emily Roland, co-chief investment strategist at Manual Life, John Hancock Investments. Uh we got a whole bunch of earnings coming up this week.We've had this uh sort of seessaw situation since Friday when it comes to the markets with the tariff component. What should we actually be paying attention to. Yeah, it certainly feels like Christmas morning that we're getting these earnings result ...

Let's talk about it all. Dryen Pence, CIO, Pence Capital Management, joining us now on set. Better to be here today than on Friday, Dryden.Absolutely. Uh besides that social media post, do we know what changed. Or maybe that was enough. Well, I think that that that is probably enough.But I mean, the fact of the matter is is that China, we are 2.3% of China's GDP. They're trade with us. we're, you know, we're they're only about 0.5% of ours.They need us more than we need them. And so you had this posting goi ...

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For more, let's bring in Matt Mskin, co-chief investment strategist at Manul Life, John Hancock Investments. Matt, it's great to have you on. I know earnings are start going to kick off and really get underway in earnest tomorrow when some of the big banks begin to report.Why is that the thing that matters here the most. >> Because at the end of the day, multiples are stretched. There is a lot of actually froth in the market in our view, but the lone driver of markets from here is going to be earnings.And w ...

Core Viewpoint - The upcoming earnings season is crucial for market direction, with a focus on earnings as the primary driver of stock performance rather than political developments [1][5][6] Earnings Insights - The technology and financial sectors have shown the best earnings revisions, indicating a symbiotic relationship where technology profits bolster financial sector profits [2][3] - Current expectations for earnings growth are around 8%, which is lower than the previous two quarters' growth of approximately 13% [7][8] - The S&P 500 is projected to have earnings growth of about 14% next year, while technology earnings growth is anticipated to be around 20% into 2026, which may be challenging to achieve [8][9] Global Earnings Comparison - U.S. earnings growth is significantly outperforming other regions, with European earnings growing at about 1% year-over-year and China's earnings showing no growth [10][11] - The S&P 500 earnings are growing at approximately 10-11%, making the U.S. market the most attractive for investment opportunities in global equities [11]

Investors are once again preparing for big earnings-day stock moves, paying up to speculate in a market that’s faltering after it reached a record high. https://t.co/bbXVFqudPH ...