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Search resuls for: "BofA's Savita Subramanian"


18 mentions found


☆ BofA's Savita Subramanian: More to the S&P 500 than just semiconductors and megacap tech companies
  + stars: | 2024-04-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA's Savita Subramanian: More to the S&P 500 than just semiconductors and megacap tech companiesSavita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's interest rate outlook, and more.
Persons: Subramanian Organizations: BofA Securities
☆ Stocks enter 'belief' phase with most investors converted to bulls. What it means going forward
  + stars: | 2024-03-02 | by ( Michael Santoli | ) www.cnbc.com   time to read: +9 min
The sheer persistence of the equity rally, with the S & P 500 up 16 of 18 weeks and refusing to succumb to supposed late-February seasonal weakness, has converted the cautious. Still, by some lights, stocks' valuation is one of the better sentiment indicators, and by that measure the investment community is pretty enthusiastic. More simply, we continue to see elevated but not alarming P/Es in the S & P 500 broadly while the median P/E of the top 10 names in the index remains close to past peaks." Coming at a time when the S & P 500 is more than 13% above its 200-day moving average — pretty stretched — and we haven't had even a 3% pullback since October. The "right" cyclical sectors are leading (industrials and consumer discretionary in addition to tech), and the equal-weight S & P 500 is nosing toward its old high.
Persons: Scott Rubner, maven, Goldman Sachs, there's, it's, hustled, gunning, BofA's Savita Subramanian, Citi's Scott Chronert, Barclays Venu Krishna, Lori Calvasina, haven't, I've, We've, Stocks, – Organizations: Micro, Dell Technologies, ARM Holdings, Bank of America, Barclays, Big Tech, Tech, Federal, Fed Locations: U.S
☆ The idea that the market is too expensive should be debunked, says BofA's Savita Subramanian
  + stars: | 2024-02-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe idea that the market is too expensive should be debunked, says BofA's Savita SubramanianSavita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, why she believes the big surprises this year could be better growth numbers and cyclicals taking a leadership position, state of the economy, and more.
Persons: BofA's Savita Subramanian Savita Subramanian Organizations: BofA Securities
☆ There are a lot of income opportunities sitting in the S&P 500, says BofA's Savita Subramanian
  + stars: | 2024-01-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere are a lot of income opportunities sitting in the S&P 500, says BofA's Savita SubramanianSavita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, the Fed's rate path outlook, state of the economy, and more.
Persons: BofA's Savita Subramanian Savita Subramanian Organizations: BofA Securities
☆ BofA's Savita Subramanian on why the S&P 500 will hit 5,000 by end of 2024
  + stars: | 2023-11-28 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBofA's Savita Subramanian on why the S&P 500 will hit 5,000 by end of 2024Savita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the latest market trends, why she believes next year will be a 'stock picker's paradise' with the S&P hitting 5,000 by year-end, and more.
Persons: Subramanian, Savita Subramanian Organizations: BofA Securities
☆ This stock market signal points to the S&P 500 surging 25% within the next year
  + stars: | 2023-09-17 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
There's still significant upside potential in the stock market, according to Bank of America. Subramanian observed that long-term profit growth expectations among Wall Street analysts are near record low levels, which signals pervasive pessimism. Typically, when there's such a high level of pessimism towards future corporate profits, the stock market delivers spectacular returns. AdvertisementAdvertisementAnalysts expected the S&P 500 to deliver long-term profit growth of 11% a year ago, while the trailing 5-year level of growth has been 12%. The stock market went on to enter a year-long bear market just a couple months later.
Persons: There's, Savita Subramanian, Bank of America's Savita Subramanian, Subramanian Organizations: Bank of America, Service, Wall Street, Bank of America's, Wall, Energy Locations: Wall, Silicon
☆ These 10 stocks have the most exposure to China's 'stalling' economy, BofA warns
  + stars: | 2023-09-08 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
China's "stalling" economy is putting some US companies at risk, according to Bank of America. The bank highlighted the top 10 stocks that have the most revenue exposure to China. Applied MaterialsApplied Materials’ new corporate signage photo in Santa Clara California ReutersTicker: AMATMarket value: $122.6 billionRevenue exposure to China: 33%9. Wynn ResortsAdvertisementAdvertisementFILE PHOTO: Wynn Resorts Ltd property in Las Vegas ReutersTicker: WYNNMarket value: $10.7 billionRevenue exposure to China: 40%4. ReutersTicker: LVSMarket value: $38.2 billionRevenue exposure to China: 67%Other companies that have considerable revenue exposure to China include: Intel (27%), Tesla (26%), and Nvidia (26%).
Persons: Savita Subramanian, Santa Clara California, Lam, Shanghai Aly Song Organizations: Bank of America, Service, Santa Clara California Reuters, Broadcom Reuters, IPG Photonics, Wynn, Wynn Resorts Ltd, Las Vegas Reuters, WYNN, Qualcomm, China, Vegas Sands Corp, Reuters, Intel, Nvidia Locations: China, Wall, Silicon, Santa Clara, Las Vegas, Shanghai, Macau
☆ Treasury yield jump is not 'death to equities,' BofA's Savita Subramanian says
  + stars: | 2023-09-05 | by ( Stephanie Landsman | ) www.cnbc.com   time to read: +2 min
The latest jump in Treasury yields is not "death to equities," BofA Securities' Savita Subramanian told CNBC's "Fast Money" on Tuesday. In fact, Subramanian sees the bond move as a positive signal — rather than an ominous sign for the economy. In May, Subramanian hiked her S&P 500 year-end target by 7.5% to 4,300, with a range as high as 4,600. Even though she believes the corporate America has learned to do more with less, Subramanian suggests stocks won't go up in a straight line. But I do think we are at a point where we have some visibility with what the Fed is going to do," Subramanian said.
Persons: Savita Subramanian, CNBC's, Subramanian Organizations: Securities, Companies Locations: America
☆ Jerome Powell says the Fed is still 'very far' on inflation
  + stars: | 2023-06-22 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
Fed Chairman Jerome Powell testified before the House, central bank nominees are talking to the Senate, and the Washington Wizards traded away their star hooper. Powell spoke before the House Financial Services Committee yesterday following 10 consecutive interest rate hikes and one rate "skip" that the Fed chief made sure to clarify wasn't a "pause." "Given how far we've come, it may make sense to move rates higher but to do so at a more moderate pace," Powell said Wednesday. So far, the economy has been more resilient than expected, even as the fed funds rate hovers in the 5% to 5.25% range. US stock futures fall early Thursday, after Federal Reserve Chair Jerome Powell said more rate hikes are likely ahead.
Persons: I'm Phil Rosen, Jerome Powell, hooper, Anna Moneymaker, Powell, that's, Patrick McHenry, Tesla, Goldman Sachs, there's, Julia La Roche, Ed Yardeni, isn't, BofA's Savita Subramanian, Apple isn't, Read, Phil Rosen, Jason Ma, Hallam Bullock, Nathan Rennolds Organizations: Senate, Washington Wizards, Financial Services, Fed, Nvidia, Apple, Business, Federal, Accenture, Volex, Bank of America, . Locations: New York, Los Angeles, London
☆ 'The market is more rational than its been in a decade', says BofA's Savita Subramanian on her bullish outlook
  + stars: | 2023-06-20 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'The market is more rational than its been in a decade', says BofA's Savita Subramanian on her bullish outlookSavita Subramanian, BofA Securities head of U.S. equity & quantitative strategy, joins 'Fast Money' as a special guest trader to discuss her bull case for stocks, top market plays, and more.
Persons: BofA's Savita Subramanian, Savita Subramanian Organizations: BofA Securities
☆ Shun mega-cap tech stocks as a 'big asset bubble' is building in growth shares, Bank of America's top strategist says
  + stars: | 2023-05-19 | by ( Zahra Tayeb | ) www.businessinsider.com   time to read: +2 min
Investors should avoid piling into mega-cap tech stocks, according to BofA's Savita Subramanian. "You don't want to buy mega-cap tech. Her views come despite a blistering rally in Big Tech stocks this year amid hype over artificial intelligence. Tech stocks have kicked off 2023 with a bang, with Big Tech shares including Meta and Amazon stock soaring in price. While Subramanian noted that AI is a bullish pocket of the tech industry, she suggested it's not a convincing enough driver for mega-cap tech stocks.
☆ The market has 'decoupled,' says BofA's Savita Subramanian
  + stars: | 2023-01-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market has 'decoupled,' says BofA's Savita SubramanianSavita Subramanian, head of U.S. equity and quantitative strategy at Bank of America Securities, joins CNBC's 'Squawk Box'' to discuss the year's equity market performance, bond yields, and more.
☆ Watch CNBC's full interview with BofA's Savita Subramanian
  + stars: | 2023-01-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with BofA's Savita SubramanianSavita Subramanian, head of U.S. equity and quantitative strategy at Bank of America Securities, joins CNBC's 'Squawk Box'' to discuss the year's equity market performance, bond yields, and more.
☆ Investors clinging to the S&P 500 aren't safe and should get out of crowded trades and into other areas like small caps, Bank of America's top stock strategist says
  + stars: | 2023-01-05 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +2 min
Investors clinging onto the S&P 500 aren't safe, according to BofA's Savita Subramanian. She encouraged investors to allocate more funds into overlooked areas of the market, like energy and small cap stocks. Last year was dismal for stocks, with the S&P 500 losing 20% as the Fed jacked up interest rates and battled sky-high inflation. She pointed instead to areas like energy and small cap stocks, which are relatively less crowded compared to the S&P 500 and could be a safer bet. Other Wall Street analysts have also predicted a 20% drop in the first half, which could be a major buying opportunity for investors, Subramanian said.
☆ Inflation will remain higher and stickier than the market's pricing in, says BofA's Savita Subramanian
  + stars: | 2022-12-14 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInflation will remain higher and stickier than the market's pricing in, says BofA's Savita SubramanianSavita Subramanian, BofA Securities, joins CNBC's "Fast Money" to discuss the Fed's upcoming rate hike decision and her market and economic outlook going into 2023.
☆ Markets are wrong in thinking the Fed would step in to boost falling stock prices, and investors should prepare for a volatile January, Bank of America's chief stock strategist says
  + stars: | 2022-12-06 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
The Fed won't step back from hawkish policy if stocks are crashing, according to BofA's Savita Subramanian. "The higher the market goes in December, the worse it's going to be in January," Subramanian said to CNBC. But that prospect is unlikely, Subramanian said, predicting more downside for the stock market. But stocks hitting a trough next year could contain the silver lining of setting up a long-term bull market, Subramanian said. She pointed to Bank of America's valuation model – which the bank considers to be its most reliable 10-year predictive model – and estimated that the stock market could have an average annual return of 5% over the next decade.
☆ Sam Bankman-Fried just explained what happened at FTX: Everything to know
  + stars: | 2022-12-01 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +6 min
While the world's most powerful finance official took the lunchtime billing, it was Sam Bankman-Fried who held the primetime slot. Sam Bankman-Fried, FTX CEO, at a digital assets hearing in 2021. Within minutes of starting, Sorkin asked Bankman-Fried directly if there was a commingling of funds between the two now-bankrupt companies he founded, FTX and Alameda Research. When Sorkin asked whether Bankman-Fried feels he has any criminal liability, Bankman-Fried said that's not what he's focused on right now. Earnings on deck: Toronto-Dominion Bank, Bank of Montreal, and Dollar General Corporation, all reporting.
☆ Stock market inflows hit near-records last week suggesting that investors think the bottom is in, Bank of America says
  + stars: | 2022-10-11 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
Investors are acting like they think the bottom is in for stocks, Bank of America said in a Tuesday note. BofA clients poured $6.1 billion into US stocks last week, representing the third largest inflow since 2008. The bank tracks the trading activity of its clients, which include hedge funds, institutional, and private investors. The stock buying was broad-based by BofA's clients, with inflows into both individual stocks and ETFs across various sectors and styles. One group of BofA's clients that could drive further buying into year-end is corporations with stock buyback programs.
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