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Stock-pickers double down on communication companies as election volatility...
Summary List PlacementStock-pickers trimmed overweight bets across nearly all sectors but piled further into communication-services companies in recent months, Bank of America said on Wednesday.The...
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BANK OF AMERICA: Hedge funds just made a decisive shift into corners of the...
Summary List PlacementAfter months of carefully playing defense, the world's biggest investors are finally comfortable betting on the US economy again.Not surprisingly, hedge funds did not want part of...
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Stock bullishness across Wall Street is back to pre-pandemic levels — and...
Summary List PlacementBank of America's Sell Side Indicator — which tracks Wall Street's bullishness toward stocks — rose to 56% in September, its highest since the coronavirus pandemic began.The...
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Growth stocks enjoying best year-to-date outperformance since 1979 — but...
Summary List PlacementStocks just closed out their best third-quarter performance in a decade, but Bank of America expects growth stocks to soon take a back seat to value names.The Russell 1000 Growth...
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Earnings season is repeating a tech-bubble trend filled with counterintuitive...
Summary List PlacementAn unusual trend has emerged in the current earnings season that hasn't been seen since the early-2000s tech bubble, Bank of America said in a Monday note.Companies that beat both...
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Bank of America says these 2 areas in technology are still undervalued and...
Summary List PlacementAfter a year dominated by mega-cap tech stocks, Bank of America says the technology sector has more room to run in 2021. But next year's trade will be about enterprise technology...
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Bank of America shares 2 crucial rules for investors to follow as the S&P 500...
Summary List PlacementBank of America recently released its 2021 stock market outlook. Strategists led by Savita Subramanian detailed their preferred sectors, key investment themes, and a 2021 year end...
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Bank of America says says investor bullishness is rising, but is not yet...
Summary List PlacementA contrarian indicator from Bank of America that measures investor bullishness jumped in November as vaccine progress sparked optimism on Wall Street.BofA's Sell Side Indicator...
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Investors expecting 'constant bailout' from the Fed may be disappointed in...
Summary List PlacementBank of America's Savita Subramanian told CNBC on Tuesday it's unlikely the US will see a "really strong" fiscal stimulus package next year due to gridlock in Washington."The...
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Bank of America lays out how Biden's economic agenda could shake up the stock...
Summary List PlacementWith just under two weeks in office, President Joe Biden has been busy enacting key parts of his administration's economic agenda while reversing some of the previous...
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Bank of America says investors might start selling stocks and buying bonds...
Summary List PlacementWhat's the point of bonds for an investor today?After more than a decade of ultra-low bond yields and ultra-low interest rates — the lowest in centuries or longer, according to...
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Wall Street optimism is close to flashing its first sell signal since 2007,...
Summary List PlacementBank of America's Sell Side Indicator rose in February to 59.2%, 1.1 points from sending a "sell" warning.The gauge tracks Wall Street bullishness and aims to indicate when...
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Bank of America’s top US equity strategist told us her highest-conviction...
Summary List PlacementTech stocks' slide over the last month continued on Monday, with the Nasdaq Composite benchmark index confirming a correction by closing more than 10% below its February 12...
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Bank of America's top US equity strategist told us 2 trades to capitalize on...
Summary List PlacementPresident Donald Trump regularly used the performance of financial markets as a metric of his own success during his four-year tenure at the White House.For example, even as the...
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We asked 4 financial experts what investors are under-appreciating the most...
Summary List PlacementNarratives can catch fire and dictate what investors think about and how markets behave — ask Robert Shiller, the Nobel prize-winning economist whose most recent book was...
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Bank of America says Wall Street stock pickers remain vulnerable to an...
Summary List PlacementInvestors are getting a strong dose of inflation fears this week, as the consumer price index — a key measure of inflation — jumped more than expected in April.Prices rose by 4.2%...
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Bank of America flags 26 stocks to buy that are also hugely popular among...
Summary List PlacementWith stocks at record highs and the market relinquishing some of its fears about inflation, it seems like good times are ahead.And that might be true. But Savita Subramanian, head...
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Bank of America says these 12 under-owned stocks are the most likely to smash...
Summary List PlacementCorporations are back in the spotlight as the second quarter earnings season arrives, and the pressure to perform is as intense as ever in the face of Wall Street's sky-high...
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Bank of America names 2 sectors that are safe for investors hiding from...
Summary List PlacementStocks have steadily raced higher in 2021, but hit road bumps in recent sessions as investors fear COVID-19 may not yet be fully in the rearview mirror.Rising coronavirus case...
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Stocks faltered in a worrying way this week. 3 of Wall Street's most renowned...
Summary List PlacementStocks hiccuped this week, with the S&P 500 falling as much as 2.18% between Monday and Thursday before rebounding on Friday. The index was on track for its worst week since...
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