Asset Allocation
Corporate Earnings Continue to Dazzle in 2021, But What’s Next?
Estimates for the coming two years pale compared to 2021’s fireworks.
Tag: Bank of America
Alternatives
Whew, Crypto’s Correlation to Stocks Seems to Be Over
Bitcoin has been arm in arm with the S&P 500 for months, raising questions about its use as an alt.
Asset Allocation
At Long Last, Dividends and Buybacks Are Starting to Pick Up
Companies, tightfisted on payouts since last year’s market wipeout, feel flush now, Credit Suisse says.
Asset Allocation
The Amazing 10-Year Treasury and Its Slow-Motion Future
Why the benchmark bond is expected to rise, but at a sluggish pace.
Risk
Why Corporate Execs Have the Supply Chain Blues
Worries over logistical bottlenecks preoccupy management on earnings calls, a BofA study shows.
Market Moves
Rescue for Falling Bank Stocks: An End to Payout Curbs
The Fed is set to lift buyback and dividend restrictions, says Piper Sandler, as the flattening curve harms lenders’ shares.
Market Moves
Black Gold: Oil Prices Are Set to Hit $100 Again, BofA Says
Per-barrel costs have shot up from $18 in early 2020, and may even reach $175, the bank’s analysts contend.
Alternatives
Coinbase Has a Splashy Debut, Bitcoin Is Soaring … But Fund Managers Are Downbeat
Mutual fund chiefs overwhelmingly think Bitcoin is a bubble that will pop, BofA survey shows.
Market Moves
Follow-Up: Doomster Grantham’s Stock Picks Are Doing Pretty Well
This noted market pessimist said in January that some shares would thrive, despite a popped bubble.
Coronavirus - COVID-19
Vaccine Elation Will Lead to the Market’s Fall, BofA Sage Warns
The S&P 500’s happy days are numbered, with investors blind to Washington overreach, says Michael Hartnett.
Research
ESG-Backing Institutions’ Fave Allocation: Investment Grade Bonds
They’re the top asset in those sustainable portfolios, with 81% opting for them, survey says.
Market Moves
Analysts’ Bullishness Means Stocks May Tank, BofA Warns
The bank’s contrarian indicator has been right before. Will it be now?
Alternatives
So … Is Bitcoin Going to Replace the Dollar?
Not a chance, says Fed’s Bullard, invoking history to slam alternate currencies to a dominant greenback.
Market Moves
‘Forever’ Investor Buffett Ditches Stocks He Just Bought
Oracle’s Berkshire sells Barrick Gold and Pfizer, and expands Chevron stake despite his green leanings.
Market Moves
News From Davos: Larry Fink Tries Rallying Fellow CEOs to Combat Climate Change
BlackRock chief sees ‘tectonic shift’ as enthusiasm mounts for sustainable investments.