Earnings Season Set to Reignite US Stocks? PNC's Agati Weighs In

As investors brace for third-quarter earnings, PNC Asset Management Chief Investment Officer Amanda Agati joins Bloomberg This Weekend to explain why strong corporate fundamentals and resilient consumer spending could provide fresh support for US equities. In a conversation with hosts David Gura and Christina Ruffini, Agati highlights the key forces she believes will shape market direction in the coming weeks. Agati says investors will be closely watching whether AI investments are starting to pay off beyond the largest technology companies, a sign that the benefits of the AI boom could be broadening. At the same time, she notes that robust US earnings growth keeps her favoring domestic equities over developed-market peers, suggesting she sees more upside at home than abroad. With earnings season about to kick off, Agati's insights offer a timely roadmap for what to watch: corporate results, consumer strength, and the widening impact of AI spending. Her perspective is essential for anyone looking to navigate the next phase of the market cycle.