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The ongoing conflict between Israel and Hamas has seen oil prices jump as investors consider the risk of wider geopolitical issues across the Middle East. These rising prices will benefit a number of stocks, according to Paulina Strzelinska, quant strategist at Bank of America. Outperformers when natural gas prices rise In a separate screen, Bank of America revealed its list of companies that tend to outperform when natural gas prices rise. Equinor is listed on both the Oslo Stock Exchange and Nasdaq, while Rio Tinto is listed on the London Stock Exchange and Australian Securities Exchange. Meanwhile Anglo American has a dual listing on the London Stock Exchange and Johannesburg Stock Exchange.
Persons: Paulina Strzelinska, Brent, Duncan Wanbald, — CNBC's Michael Bloom, Sam Meredith Organizations: Hamas, Bank of America, Bank, Boliden, Royce, Aegon, Galp Energia, Wolters Kluwer, London Stock Exchange, Oslo Stock Exchange, Nasdaq, Rio Tinto, Australian Securities Exchange, Johannesburg Stock Exchange, Reuters Locations: Israel, Europe, Antofagasta, Spanish, Portuguese, Dutch, Rio Tinto, Rio, American, Johannesburg
The U.S. dollar index hit its highest level since March earlier this month, while its 50-day moving average is showing signs of surpassing its 200-day counterpart. European stocks to benefit Bank of America's screen captures European companies that would "tend to outperform" when the U.S. dollar index rises. They also had a "significant and positive slope from regression [against] the U.S. dollar index." "Over the past five years, Low Risk stocks, Energy and Norway have tended to outperform the most when the DXY index has been rising," she added. Elsewhere Dutch media house Wolters Kluwer , Italian energy player Tenaris and Finnish telecommunication services provider Nokia also appeared on the screen.
Persons: BofA's Paulina Strzelinska, Strzelinska, Wolters, — CNBC's Michael Bloom Organizations: U.S, Bank of America, The U.S, Bank, Energy, Bank of, Tobacco, Diageo, BP, Bayer, Roche, Wolters Kluwer, Nokia Locations: The, Europe, Norway, Novozymes, Denmark, Qiagen, Germany, Switzerland
Bank of America has named the European companies whose stocks are expected to perform robustly in the face of a possible economic downturn. It comes amid increasing signs that the European economy could be headed for a period of extended recession. Bank of America's proprietary Style Cycle model also shows that the region is facing a "recession phase." The forward cash yield measures how much cash a company is expected to generate for its shareholders over the next year compared to its current market price. The cash yield also includes returns through buybacks.
Persons: Intesa Sanpaolo, Paulina Strzelinska Organizations: of America, of, KBC, Eni, Nordea Bank, Barclays, Aviva, BNP, Bank, America's Locations: Europe, Belgium, Italy, Finland, Repsol, Spain, United Kingdom, France, buybacks, industrials
The investment bank screened for stocks based on their ability to withstand fluctuations in a slowdown, recession, and boom. "Historically, the 'Recession' phase is the typical successor of the 'Slowdown' phase, but a 'Boom' phase has also followed 'Slowdown' in the past." Under this scenario, Bank of America screened for stocks that are "high quality, [large] size, growth-over-value, rising momentum and low risk". For this scenario, Bank of America looked for stocks it defined as high quality, large, value-over-growth, and low risk. For this eventuality, the Wall Street bank identified stocks it considers value-over-growth, rising momentum, high risk, small market cap, and low quality.
As sentiment turns a little bearish, BofA screened for cheaper global stocks that proved resilient during the financial crisis of 2008. Europe has been one of the brightest spots in the global stock market this year, with Wall Street calling the region a better bet than the U.S. right now . BofA screen BofA screened for European stocks that met the following criteria: Inexpensive compared with the past 15 years' average 12-month forward price to earnings ratio. According to FactSet, analysts covering the stock gave it average potential upside of around 23%, and 62% rated it a buy. According to FactSet, analysts covering the stock gave it average potential upside of around 26%, and 78% rated it a buy.
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