Optimism for U.S. and China Deal Lifts Sentiment

October 27, 20257m 3s

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Show Notes

Stocks are set to kick off the week on a high note as optimism around a U.S.-China trade deal lifts the market. Kevin Green notes that a potential deal or framework announcement this week could be the catalyst for a S&P 500 (SPX) push to new highs. With positive earnings on the docket, including from tech giants like Apple (AAPL), Microsoft (MSFT) and Alphabet (GOOGL), plus a lack of economic data, the stage is set for a potential "Santa Claus" rally. KG also discusses a potential rotation back into mega-cap names and notes that small-cap and biopharma stocks are catching bids.

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