US-China Trade Talk Optimism Fuels Market Rally
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 October 2025
⏱️ 31 minutes
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Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Paul Sweeney & Norah Mulinda
Monday, October 27th, 2025
1) Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, discusses how solid headline earnings are masking deteriorating revision trends.
2) Henrietta Treyz, Managing Partner at Veda Partners, breaks down the latest on US-China trade talks and the ongoing US government shutdown.
3) David Rosenberg, Founder and President at Rosenberg Research & Associates, on the divergence between market optimism and real economic weakness.
4) Lisa Mateo joins with the latest headlines in newspapers across the US, including reporting from the Wall Street Journal that 'Yellowstone' creator Taylor Sheridan will leave Paramount for rival NBCUniversal, and a Bloomberg News scoop that Apple is working on a vapor chamber to improve cooling and performance in an iPad Pro slated for as early as 2027.
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Transcript
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| 0:42.1 | Music Audio Studios. Podcasts, Radio, News. This is the Bloomberg Surveillance Podcast. Catch us live weekdays at 7 a.m. Eastern on Apple, |
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| 0:57.9 | Earning seem to be coming in pretty solid. |
| 1:00.1 | Is it enough to support this market? |
| 1:01.6 | Lori Calvacina joins us. |
| 1:03.0 | She's head of U.S. equity strategy at RBC Capital Market. |
| 1:06.7 | She's usually on the road. |
| 1:08.3 | When she's back in New York, we grab her and see if she can come into the studio and we appreciate that. |
| 1:12.2 | Boy, what are the conversations you're having with your clients these days? You do travel around to see them. Everyone's nervous. Everyone's jittery. I wouldn't say that people are super bearish. You know, and maybe one good example is I was in London a few weeks back. and I'd been there in December, and in December, everyone was bearish. This time it was more wary, cautious, concerned. I got back to the States and started running around |
| 1:32.5 | a whole bunch of different cities. Same kind of vibe. So jittery. Of course, there's a lot of |
| 1:37.8 | uncertainty. So I want to dig into what's driving this jitteriness from them. I mean, of course, |
... |
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