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The Latest Breaking News from Savita Subramanian

‘It’s almost tragic’: Bubble or not, the AI backlash is validating one critic’s warnings

Gary Marcus told Fortune that AI valuations remind him of Wile E. Coyote. “We are off the cliff.”

Fortune

BofA sees the replacement of people with process solving the 'productivity paradox,' because 'A process is almost free and it's replicable for eternity'

"I think people love this AI technology because it feels like sorcery," BofA's Savita Subramanian said. "The truth is it hasn't really changed the world that much yet, but I don't think it's something to be dismissed."

Fortune

The last time the Fed cut rates against rising inflation was right before the Great Financial Crisis. BofA warns of the 'Ghosts of 2007'

Conditions are like they were in 2007, or in the late 1990s, depending on how you look at the Fed raising rates during rising inflation, and the top 50 stocks dominating.

Fortune

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Trump's Tariffs Turn Into Unmitigated Disaster For Stocks

Uncertainty over tariffs and a sharp downturn in Magnificent Seven stocks pressured the U.S. stock market in the first quarter.

Investors Business Daily

S&P 500 At 6,666 In 2025? Bank Of America Predicts 'Another Good Year For Equities'

Bank of America analysts are optimistic about stocks in 2025, expecting a 10% increase in S&P 500 index to 6,666, driven by earnings growth and sector rotation.

Benzinga

Dividend Stocks to Climb as Investors Could Start Deploying $6 Trillion Parked in Money-Market Funds, Says BofA

Analysts see factors like potential rate cuts, ample cash reserves, and dividend payouts from mega-cap tech companies lifting dividend stock prices in the remainder of 2024.

International Business Times UK

Why this 'old school' strategy may be a better opportunity than flashier AI stocks, according to Bank of America

Growth for the Magnificent Seven may already be largely priced in. But that's not true for this corner of the market.

Fortune

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The raging bull market hasn’t peaked just yet, BofA says

Bank of America’s head of U.S. equity and quantitative strategy notes that only four out of 10 bull market peak indicators are flashing warning signs.

Fortune

Your High-Yield Savings Account Is About to Look Less Appealing

High-yield savings accounts are about to pull less of a punch. Here's a look at what to do with your savings once interest rates drop.

Kiplinger

How to Spot a Bubble

These three signals can help investors spot a bubble in stocks.

Kiplinger

Best Strong Buy Stocks for a Stock Picker's Market

Current market conditions have folks seeking out sturdy investment opportunities. These Strong Buy stocks are a good place to start.

Kiplinger

S&P 500 companies are beating analysts’ earnings estimates—but wealth managers argue investors should ‘avoid chasing this recent market rally’

Wall Street feared S&P 500 earnings per share would drop as much as 7% year over year in the second quarter. The reality has been better than expected. But will it last?

Fortune

What recession? Why stocks are surging despite warnings of doom and gloom

Halfway through the year, hopes about AI and a sturdier-than-expected economy are leading to a big rally in stock markets — but a lot of uncertainty still lies ahead.

WEKU

Bank Of America Upped Its Forecast For Stocks — Just Not The Ones You Think

Bank of America is getting more bullish on S&P 500 stocks. Just not the ones that have been driving the S&P 500 higher all year.

Investors Business Daily

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Fortune

A veteran chief investment officer says we’re in the ‘last phase of the bear market’ and encourages investors to start shopping

Main Street Research’s CIO believes stocks are in “the last phase of the bear market” and investors should buy companies with Warren Buffett–style “moats.”

Fortune

Wall Street hasn’t been this pessimistic about stocks in years

It comes after an analyst at J.P. Morgan warned the market will “turn south and get much worse.”

Fortune

The ‘free money’ tech investment era is over and the ‘old economy’ is set to become the big winner, according to Bank of America

“Bear markets have historically resulted in leadership change, which suggests old economy sectors are likely the winners of this cycle,” Bank of America equity strategist Savita Subramanian wrote Wednesday.

Fortune

The best financial strategies for surviving a recession in 2023 from 3 top advisers

Acclaimed investing pros share their advice for navigating a recession: Stay calm, stay invested, and invest locally.

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Benzinga

Sell-Side Sentiment Indicator Suggests 'No Full Capitulation' Yet On Wall Street

Investors have gotten a bit more bearish in recent days after the SPDR S&P 500 ETF Trust (NYSE: SPY) hit new 2022 lows last week, but the latest data on Wall Street analyst sentiment suggests the sell-side may not be quite bearish enough for the market to hit bottom.

Benzinga

Why Investors Shouldn't Be So Happy About 8.5% CPI Inflation; They're Ignoring 'The Elephant In The Room'

The SPDR S&P 500 ETF Trust (NYSE: SPY) is up 3.4% in the past week, and much of the positive momentum has come after the July consumer price index (CPI) reading was up just 8.5% year-over-year.

Benzinga

Why Q1 Earnings Season Has Been 'Death By Paper Cuts'

The SPDR S&P 500 ETF Trust (NYSE: SPY) recently hit its lowest level of 2022 this week despite overall first-quarter earnings numbers that are relatively solid.

WEKU

Stocks dive as fears about the economy intensify

The declines come a day after the Federal Reserve raised interest rates by the most in over two decades as it embarks on a high-stakes fight to bring down inflation.

Benzinga

Wall Street Turns Bullish...On Cash

The SPDR S&P 500 ETF Trust (NYSE: SPY) closed out its first down quarter in two years in March, and many retail investors bought the dip in stocks in the first quarter in anticipation of a potential rebound.

Benzinga

Which Stocks Should You Buy Or Sell If The Yield Curve Inverts?

The difference between the yield on 10-year and two-year U.S. Treasury bonds has dropped below 0.2% and is now at its lowest level since March 2020. Unfortunately, a flattening or negative yield curve can be a very negative indicator for the economy.

Investors Business Daily

Three Market Gurus Tell You Exactly When Stocks Will Stop Falling

Watching trillions of dollars evaporate gets the imagination reeling. Already three strategists try to find when the S&P 500 might bottom.

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