indices all coming off their second positive week in three. The Dow and the S&P with their best week since August. Joining us with his outlook this morning, HSBC chief multiasset strategist Max Kentner.Max, good to see you again. What do you think is driving some of this short-term enthusiasm. It's I mean, without data, we don't have as many Fed conversations, but certainly earnings are beginning to heat up.Yeah, I think it's uh really the earnings side of things because when we look at earnings expectation ...

Core Insights - Investors are advised to focus on PulteGroup's new orders and home sale gross margin as key indicators of the company's performance [1] Group 1 - The upcoming earnings report from PulteGroup is highly anticipated by investors [1] - New orders are a critical metric for assessing the company's future revenue potential [1] - Home sale gross margin will provide insights into the company's profitability and operational efficiency [1]

We see these technical glitches and the realization and well, maybe just re memorizing the idea that we do depend on a few very big players, not just for infrastructure, but for the market to go higher, too. What do you make of the rally today. Yeah, the rally, I mean, especially for Amazon, it seems like there was no glitch today because Amazon is also up with the rest of the market.As as regards to Amazon, I do think that there is a concentration problem. Everyone talks about the stock market concentratio ...

So, how are you weighing these risks. We're talking about the US China trade talks, of course. Some questions about lending here in the US.Um, a lack of economic data, at least until we get that CPI that has a lot of investors very concerned. How are you weighing all this when it comes to the markets. >> Well, I guess we're anticipating a return of the volatility, frankly, that we expected from Trump's victory in the election last year.Uh, we know there's going to be some bumps and maybe a few more bumps. a ...

Joining us right now is Stephanie Link. She is High Totower chief investment strategist, also a CNBC contributor. And and Steph, last week felt um you know, a little volatile.Things were up, things were down. We we ended up, but I guess I'd ask you where you think we are. Just given how volatility is back, given how people are worried it's October, how are you feeling about things.>> Yeah, I mean the volatility is definitely increasing. September, October are typically the the two toughest months of the yea ...

Overview - Yahoo Finance explains the basics of Wall Street analyst notes, including earnings, ratings, and price targets [1] - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1] Media & Content - Yahoo Finance's Stocks in Translation podcast releases new episodes every Tuesday and Thursday [1] - Yahoo Finance offers a variety of content including videos and articles on its website and app [1] Platforms & Access - The Yahoo Finance app is available on Apple and Android devices [1] - Yahoo Finance can be followed on social media platforms including X, Instagram, TikTok, Facebook, and LinkedIn [1]

Core Insights - US bank stocks showed stabilization on Friday following solid earnings reports from regional lenders, easing credit quality concerns that had led to a significant selloff [1][2] - The S&P Regional Banks Select Industry Index increased by 1.7% on Friday, with Zions Bancorp NA and Truist Financial Corp being notable performers [1] - The rebound came after a 6.3% decline on Thursday, primarily driven by Zions and Western Alliance Bancorp, which reported being victims of fraud related to loans [1] Earnings Reports - Recent earnings reports alleviated fears of credit stress within the banking sector, particularly after the bankruptcies of Tricolor Holdings and First Brands Group [2] - Truist Financial Corp., Regions Financial Corp., and Fifth Third Bancorp reported lower provisions for credit losses than analysts had anticipated, contributing to their stock price increases [2] - Ally Financial Inc. demonstrated strong results, indicating sustained demand for car loans, which helped mitigate concerns regarding the financial health of lower-income consumers [2] Market Sentiment - Investor sentiment improved on Friday, bolstered by positive comments from former President Trump regarding US-China negotiations, which contributed to gains in shares of major banks and the broader market [3] - Despite the stabilization, there were underlying concerns as JPMorgan Chase & Co. CEO Jamie Dimon warned of potential further issues in the banking sector, referring to them as "cockroaches" [4] - The global banking sector experienced a downturn due to credit worries, with Europe's Stoxx 600 Banks Index dropping over 2% and major banks like Deutsche Bank AG and Barclays Plc falling more than 4% [5]

Core Insights - The company reported revenue growth in the quarter, indicating positive performance and potential for future growth [1] Financial Performance - Revenue increased during the quarter, showcasing the company's ability to generate higher sales [1]

Core Viewpoint - Comerica Incorporated has reported its third quarter 2025 financial results, which are available on its Investor Relations website and will be filed on Form 8-K with the SEC [1][2]. Company Overview - Comerica Incorporated is a financial services company headquartered in Dallas, Texas, operating through three business segments: The Commercial Bank, The Retail Bank, and Wealth Management [3]. - It is one of the 25 largest commercial U.S. financial holding companies, with a focus on building relationships and supporting the success of individuals and businesses [3]. - As of September 30, 2025, Comerica reported total assets of $77.4 billion [3]. Strategic Developments - Due to a pending merger with Fifth Third Bancorp, Comerica will not conduct an earnings conference call or webcast for the third quarter results [2]. - The company continues to expand into new regions, including the Southeast Market in North Carolina and the Mountain West Market in Colorado [3].

Core Insights - Oak View Bankshares, Inc. reported a strong third quarter performance with net income of $1.8 million for the quarter ended September 30, 2025, up from $1.5 million in the same quarter of 2024, and a year-to-date net income of $5.2 million compared to $4.6 million for the same period last year [1][2] Financial Performance - Basic and diluted earnings per share for the quarter were $0.52, an increase from $0.50 in the prior year, while for the nine months, earnings per share were $1.56 compared to $1.57 [2] - The net interest margin was 2.89% for the quarter, slightly down from 2.91% in the previous year, while net interest income before provision for credit losses was $5.5 million, up from $4.7 million [5] - Total assets increased to $842.2 million as of September 30, 2025, from $694.4 million at the end of 2024, marking an increase of $147.7 million [4] Asset and Loan Growth - Total loans rose to $341.8 million from $321.0 million, an increase of $20.8 million [4] - Total deposits increased to $707.2 million from $588.8 million, reflecting a growth of $118.4 million [4] Noninterest Income and Expenses - Noninterest income for the quarter was $0.4 million, down from $0.5 million in the same quarter of 2024, while for the nine months, it was $1.5 million compared to $1.6 million [7] - Noninterest expenses increased to $3.6 million for the quarter from $3.2 million in the previous year, and for the nine months, it rose to $10.5 million from $9.0 million [7][9] Regulatory Capital and Asset Quality - Regulatory capital ratios remain strong, exceeding "well capitalized" thresholds in all categories, with shareholders' equity at $52.3 million as of September 30, 2025, compared to $38.3 million at the end of 2024 [4][14] - The allowance for credit losses was $3.2 million, representing 0.94% of total loans outstanding, consistent with the previous year [12] Liquidity Position - Liquidity remains robust with $546.5 million in liquid assets as of September 30, 2025, compared to $505.3 million at the end of 2024 [10]