Amanda Agati on Earnings, AI Adoption, and Market Positioning

PNC Asset Management CIO Amanda Agati discusses the outlook for corporate earnings and the factors she is monitoring across markets. The conversation covers AI’s expanding business impact, consumer spending, bond-market pressures, and regional investment positioning.

■ Earnings and AI
- Q3 earnings expectations and market breadth
- AI adoption beyond major technology companies, including revenue, margins, and returns on investment

■ Economic and market signals
- Strong consumer spending alongside weak sentiment
- France’s fiscal pressures, rising yields, and bond-market risks

■ Regional positioning
- The case discussed for US equities and emerging markets relative to developed international markets

For investors following earnings and macroeconomic trends, this discussion offers indicators to monitor, including earnings breadth, evidence of AI-driven returns, spending data, and yields. It focuses on broad market perspectives rather than individual stock recommendations.