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☆ Off-price retailers are set up well as consumers still go after value: BofA's Lorraine Hutchinson
  + stars: | 2024-11-19 | 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 EmailOff-price retailers are set up well as consumers still go after value: BofA's Lorraine HutchinsonLorraine Hutchinson, Bank of America senior retail analyst, joins CNBC's 'The Exchange' to discuss how the consumer is thinking about their spending, what to expect from retail earnings this week, and more.
Persons: BofA's Lorraine Hutchinson Lorraine Hutchinson Organizations: Bank of America
☆ What Trump's proposed China tariffs could mean for Apple's profits
  + stars: | 2024-11-16 | by ( Sean Conlon | ) www.cnbc.com   time to read: +6 min
Under a 25% tariff on goods from China, the Wall Street investment bank sees an EPS loss for Apple of 9.2%. Those estimates make Apple the fifth most vulnerable tech company to potential tariffs on goods from China in Morgan Stanley's research coverage. Bank of America analyst Wamsi Mohan agrees, seeing any tariff impact as "manageable." He sees a 60% tariff on Chinese goods possibly resulting in about a 4% hit to Apple's EPS. By contrast, Dell – which he noted looks positioned to be "most vulnerable" to tariffs – could see an EPS impact of up to about 90%, according to his model.
Persons: Donald Trump's, Tim Cook's Apple, Morgan Stanley, Erik Woodring, Trump, Tesla, –, Morgan, it's, Angelo Zino, Zino, Wamsi Mohan, Apple, Bernstein, Toni Sacconaghi, Sacconaghi, It's, BofA's Mohan, Mohan, Jason Snipe Organizations: Apple, Wall, CNBC, of, Bank of America, Dell, Odyssey Capital, Apple Intelligence Locations: China, U.S, India, Vietnam, Malaysia
☆ Bank of America says Trump's win will unlock small-cap M&A and these stocks may be takeover candidates
  + stars: | 2024-11-15 | by ( Sean Conlon | ) www.cnbc.com   time to read: +3 min
President-elect Donald Trump's White House victory could boost merger and acquisition activity, and Bank of America thinks a group of small-cap stocks may benefit as target candidates. Financial services company Bread Financial Holdings turned up, having a float of 98% of shares outstanding and three-year sales growth of 28%. The biopharmaceutical company has a float of 99% and three-year sales growth of 105%. Commercial Metals Company also showd up on BofA's screen as a potential target. Commercial Metal's three-year sales growth was 18%.
Persons: Donald Trump's, Russell, that's, Lina Khan, Jill Carey, Irving, steelmaker Organizations: Bank of America, Dow Jones Industrial, Republican, House, Senate, Trump, FTC, GOP, Financial, Bread Financial Holdings, Halozyme Therapeutics, Commercial Metals Company Locations: Columbus , Ohio, Diego, Texas
☆ Increasing consumer confidence is driving some of the spending momentum: BofA's Liz Everett Krisberg
  + stars: | 2024-11-12 | 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 EmailIncreasing consumer confidence is driving some of the spending momentum: BofA's Liz Everett KrisbergLiz Everett Krisberg, head of Bank of America Institute, joins ‘Squawk Box’ to break down the Institute’s October Consumer Checkpoint Report, which provides real-time consumer spending and financial health estimates.
Persons: Liz Everett, Liz Everett Krisberg Organizations: Bank of America Institute
☆ Investors go long stocks by the most in 11 years following Trump’s victory, BofA fund survey shows
  + stars: | 2024-11-12 | by ( Fred Imbert | ) www.cnbc.com   time to read: +2 min
Bank of America's global fund manager survey showed the percentage of portfolio managers who are overweight U.S. stocks soared to 29% — its highest level since August 2013 — from 10% before the U.S. presidential election. Small caps, which stand to benefit greatly from less regulation, reduced taxes and faster economic growth, have outperformed large caps since the election. .SPX DJIA,.IXIC,IWM YTD mountain SPX, Nasdaq, Dow and IWM year to date BofA's chief investment startegist Michael Hartnett noted this trend is likely to continue. "Post-election results show net 35% [of fund managers surveyed] expect small caps to outperform large caps, which would have been the most since Feb'21," he said. This would make it next to impossible for the Federal Reserve to justify lowering interest rates, which could hurt equities — especially small caps.
Persons: —, Stocks, Donald Trump, Russell, SPX DJIA, startegist Michael Hartnett Organizations: Bank of, U.S, Dow Jones Industrial, Nasdaq, Dow, Federal Reserve, Atlantic, Nvidia Locations: Nasdaq
☆ Five Below downgraded by Bank of America on Trump tariff threat after U.S. election
  + stars: | 2024-11-06 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
With Donald Trump reclaiming the White House , Bank of America thinks his threat of steep tariffs could hurt Five Below . The bank downgraded the discount retailer to underperform from neutral on Wednesday and slashed its price target to $75 per share from $98. BofA's new forecast implies for nearly 20% downside for the stock. President-elect Trump campaigned on the prospect of tariffs on Chinese imports, and BofA analyst Melanie Nuñez thinks that Five Below's outsized exposure to China could serve as a material headwind moving forward. FIVE YTD mountain Five Below stock.
Persons: Donald Trump, Trump, Melanie Nuñez, Nuñez Organizations: House, Bank of America Locations: China
☆ Each month of Boeing's strike pushes out 737 production peak by 9-12 months: BofA's Ron Epstein
  + stars: | 2024-11-04 | 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 EmailEach month of Boeing's strike pushes out 737 production peak by 9-12 months: BofA's Ron EpsteinRon Epstein, Bank of America Global Research aerospace and defense analyst, joins 'Squawk Box' to discuss the state of Boeing's union contract vote, economic impact of the machinist strike, and more.
Persons: BofA's Ron Epstein Ron Epstein Organizations: Bank of America Global Research
☆ Bank of America's Trump-Harris playbook: How the stock market will react to the various election scenarios
  + stars: | 2024-11-04 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
Here's how Bank of America suggests trading a variety of Election Day outcomes. Split Republican control A Trump White House with a largely Democratic Congress is overall neutral for equities, Kwon said. Split Democratic control The status quo would be maintained with a Harris White House and a Republican Congress, Kwon said. Over the past seven election cycles, the two-week price direction for stocks was identical to one day after election day every single time. Outside of the election, Kwon said that the Fed could have ample reason to cut further.
Persons: Ohsung Kwon, Kwon, Donald Trump, Trump, Kamala Harris, Harris Organizations: Bank of America, Trump, Republican, Trump White House, Democratic, Harris White, Federal
☆ Wall Street is bullish on Amazon earnings despite uncertainty around consumer spending, rising investment costs
  + stars: | 2024-10-30 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +7 min
CFRA trimmed its Amazon price target to $219 a share on October 21, indicating 13% upside ahead. The firm has a "buy" rating on the stock and a $210 price target, which implies an 8.3% gain from current levels. The firm said investors have toned down margin expectations due to Amazon's spending in new investment areas, such as Project Kuiper. AdvertisementWedbush reiterated its "outperform" rating and $225 price target, implying a 16% gain from current levels. Morgan Stanley has a $210 price target for the stock, representing upside of about 8% from Wednesday's share price.
Persons: —, Arun Sundaram, Sundaram, Justin Post, BofA, Scott Devitt, Wedbush, Morgan Stanley, Bullish, Brian Nowak Organizations: Service, CFRA, Bank of America, Amazon Web Services, 3Q, JPMorgan, Wedbush Securities
☆ Expect Nvidia to maintain its 80-85% market share, says BofA's Vivek Arya
  + stars: | 2024-10-25 | 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 EmailExpect Nvidia to maintain its 80-85% market share, says BofA's Vivek AryaVivek Arya, Bank of America senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's bull run, state of the chip sector, demand for Nvidia's Blackwell AI chip, and more.
Persons: BofA's Vivek Arya Vivek Arya, Nvidia's Organizations: Bank of America, Nvidia's Blackwell
☆ Photos From BI's Wall Street Rising Stars 2024 Event
  + stars: | 2024-10-25 | by ( Business Insider | ) www.businessinsider.com   time to read: 1 min
Corey White, an investment banker at Bank of America, chatted with Alex Nicoll, a senior reporter at BI and others. Adrienne Grunwald for Business InsiderChicago-based White is a director on BofA's emerging growth and regional coverage team.
Persons: Corey White, Alex Nicoll, Adrienne Grunwald Organizations: Bank of America, Business Insider
☆ Hoexter: Pricing is really key for UPS
  + stars: | 2024-10-24 | 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 EmailHoexter: Pricing is really key for UPSBofA's Ken Hoexter discusses the key metrics investors should watch in UPS' Q3 results.
Persons: Ken Hoexter Organizations: UPS
☆ BofA's Vivek Arya makes the bullish case for Nvidia, says generative AI is a long-term play
  + stars: | 2024-10-18 | 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 EmailBofA's Vivek Arya makes the bullish case for Nvidia, says generative AI is a long-term playVivek Arya, BofA Securities senior semiconductor analyst, joins 'Power Lunch' to discuss the bull case for Nvidia.
Persons: Vivek Arya Organizations: Nvidia, BofA Securities
☆ BofA's Ebrahim Poonawala talks what to expect from bank earnings
  + stars: | 2024-10-11 | 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 EmailBofA's Ebrahim Poonawala talks what to expect from bank earningsEbrahim Poonawala, Bank of America Securities senior analyst, joins 'Closing Bell Overtime' to talk bank earnings and what to expect form next week's slate of earnings.
Persons: BofA's Ebrahim Poonawala, Ebrahim Poonawala Organizations: Bank of America Securities
☆ Berkshire slashes Bank of America stake to under 10%, no longer required to disclose frequently
  + stars: | 2024-10-10 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Warren Buffett's Berkshire Hathaway has reduced its stake in Bank of America to below 10% amid a selling spree that started in mid-July. The move brings his holdings down to 775 million shares, or a stake of about 9.987%. Since the holding is now under the key 10% threshold, Berkshire is no longer required to report its related transactions in a timely manner. The next 13F filing in mid-November will only reveal Berkshire's equity holdings as of the end of September. Bank of America CEO Brian Moynihan previously said the market is absorbing the stock, aided by the bank's own repurchasing.
Persons: Warren Buffett, Warren Buffett's Berkshire Hathaway, Buffett, Omaha's, Brian Moynihan, Goldman Sachs, Wells, It's, digitalization, fintech Organizations: Berkshire, Bank of America, U.S . Securities, Exchange Commission, SEC, JPMorgan, U.S . Bancorp Locations: Omaha , Nebraska, Bank, Berkshire, Wells Fargo, U.S
☆ Easing cycle should be more favorable for banks going forward, says BofA's Ohsung Kwon
  + stars: | 2024-10-10 | 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 EmailEasing cycle should be more favorable for banks going forward, says BofA's Ohsung KwonSteve Sosnick, Interactive Brokers chief strategist, and Ohsung Kwon, BofA Securities, talks the day's market action and upcoming bank earnings.
Persons: BofA's Ohsung Kwon Steve Sosnick, Ohsung Kwon Organizations: Interactive Brokers, BofA Securities
☆ Mid-cap stocks are a better hedge in the near term than small caps, says BofA's Jill Carey Hall
  + stars: | 2024-10-09 | 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 EmailMid-cap stocks are a better hedge in the near term than small caps, says BofA's Jill Carey HallJill Carey Hall, Bank of America Global Research head of U.S. small and mid-cap strategy and senior U.S. equity strategist, joins 'Squawk Box' to discuss the latest market trends, why she likes mid-cap stocks in the near term, the Fed's inflation fight, interest rate outlook, and more.
Persons: Jill Carey Organizations: Jill Carey Hall , Bank of America Global Research
☆ This $9 billion hedge fund just joined the raid on big bank commodity index traders with a senior JPMorgan hire
  + stars: | 2024-10-07 | by ( Alex Morrell | ) www.businessinsider.com   time to read: +3 min
Alphadyne Asset Management hired JPMorgan's Thomas Byuen as a commodity index portfolio manager. Hedge funds like Balyasny and Jain Global have poached big bank commodity traders in recent years. Byuen, global head of commodity index trading, joined the bank in 2012 out of college, according to his LinkedIn profile and industry records. More recently, Jain Global, the most hyped new hedge fund launch in years, hired BofA's Max Lee, head of commodity and FX systematic strategy trading. Commodities is a top strategy at the fund, which brought in ex-Macquarie exec David Hochberg to lead the unit.
Persons: JPMorgan's Thomas Byuen, —, wasn't, Thomas Byuen, Max Lee, Mike Severo, LMR, Goldman Sachs, Will Scott, Morgan Stanley, Dan Deighton, Balyasny, Deighton's, BofA's Max Lee, David Hochberg Organizations: Asset Management, Jain, Service, Alphadyne, Management, JPMorgan, Verition Fund Management, Balyasny Asset Management, LMR Partners, Commodities, Macquarie Locations: BofA
☆ The U.S. is enjoying a 'Goldilocks' moment, says BofA's Savita Subramanian
  + stars: | 2024-10-04 | 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 U.S. is enjoying a 'Goldilocks' moment, says BofA's Savita SubramanianSavita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk Box' to discuss the state of the economy, what to expect from today's September jobs report, the Fed's inflation fight, latest market trends, and more.
Persons: BofA's Savita Subramanian Savita Subramanian Organizations: BofA Securities
☆ The Debate: Goldilocks for Stocks?
  + stars: | 2024-10-04 | 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 Debate: Goldilocks for Stocks? The Investment Committee debate whether we're in a "Goldilocks" situation for stocks after BofA's Savita Subramanian's outlook this morning on Squawk Box.
☆ These brands could be hit the hardest by port strike: BofA's Peter Galbo
  + stars: | 2024-10-03 | 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 EmailThese brands could be hit the hardest by port strike: BofA's Peter GalboPeter Galbo, BofA Securities analyst, joins CNBC's 'The Exchange' to discuss the impact of the ongoing strike at East and Gulf Coast ports, how long his firm thinks the strike will last, and more.
Persons: Peter Galbo Peter Galbo Organizations: BofA Securities Locations: East, Gulf Coast
☆ Rates won't fall back to pre-pandemic levels as geopolitical conflict and supply chain issues create problems for world economies, BofA exec says
  + stars: | 2024-10-02 | by ( Kelly Cloonan | ) www.businessinsider.com   time to read: +4 min
That's led the market to assume rates will fall to pre-pandemic lows, BofA's Bernard Mensah says. Yet, inflationary risks will likely keep rates elevated, Mensah says. Before the pandemic, in the decade following the Great Financial Crisis, interest rates remained at historical lows. Despite the Fed's apparent confidence that pricing pressures have eased, Mensah says a variety of inflationary risks will keep interest rates higher. Other analysts have also pointed to inflation risks from geopolitical conflicts.
Persons: That's, BofA's Bernard Mensah, Mensah, —, Bank of America's Bernard Mensah, Rowe Price, Tomasz Wieladek Organizations: Fed, Service, Federal Reserve, Bank of America's, Bloomberg Locations: US, China, England, Switzerland, Sweden, Canada, Mexico
☆ 5 energy stocks that will get a boost from ballooning electric demand
  + stars: | 2024-10-01 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
US electric demand is rising, fueled by everything from data centers to electrified transportation, says BofA. AdvertisementWith resources flooding into infrastructure and tech, US electric demand is charging up. Sempra will rise 13% based on the bank's $94 share target. Northwestern Energy could similarly jump over 13% to reach a $65 price target, Bofa says. TXNM Energy is set to increase 10% from current levels, reaching a price target of $48 per share.
Persons: —, Entergy, Goldman Sachs Organizations: Service, Bank of America, Northwestern Energy, Pinnacle, TXNM Locations: Texas, Montana
☆ Short work stoppage at ports would have muted impact, says BofA's Hutchinson
  + stars: | 2024-10-01 | 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 EmailShort work stoppage at ports would have muted impact, says BofA's HutchinsonLorraine Hutchinson, senior retail analyst at Bank of America Securities, joins CNBC's 'The Exchange' to discuss the potential impact of port strikes on retailers ahead of the holidays, outlooks ahead of Nike earnings, and more.
Persons: BofA's Hutchinson Lorraine Hutchinson Organizations: Bank of America Securities, Nike
☆ 3 cheap areas of the stock market to buy as the Fed unveils a 'rare double whammy' of stimulus, BofA says
  + stars: | 2024-09-30 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +4 min
AdvertisementThe large-cap real estate sector benefits from Wall Street's massive investment in data centers, a necessary infrastructure component of the artificial intelligence buildout. AdvertisementIn Subramanian's view, part of the appeal of value sectors is the high dividends they offer. As the Fed's cutting cycle pulls down short-term yields, money market investors will search for new sources of income. She previously noted that dividend yields are especially alluring in real estate. Since 2008, real estate dividends has doubled the proportion of high-quality market cap.
Persons: they're, Subramanian, —, Savita Subramanian, BofA's, BofA, Scott Chronert Organizations: Bank of America, Service, CNBC, Bloomberg Locations: China, Beijing
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