David Bianco - Deutsche Bank

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Last quote by David Bianco

I do think we're going to have about a 5 percent pullback that puts the S&P at about 2,300. That would certainly get the market probably higher from here even by year-end if that's passed and all finished by the end of the year. If there are more doubts on the Fed hiking in December, people are not going to want to own banks going into year-end. We feel pretty comfortable that this is going to be a bull market with legs for the next year or two – and quite possibly three more years. Stay with growth stocks. Be careful on cyclical value which is energy, industrials and also financials.feedback
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Aug 31 2017 Bull market
We can learn a lot about a person if we know what types of things he or she talks about or comments on the most frequently. There are numerous topics with which David Bianco is associated, including S&P, America, and market. Most recently, David Bianco has been quoted saying: “Without the tax cut, there's not much upside.” in the article Dow's 22, 000 rally could keep on going Thursday.
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David Bianco quotes

Dec 19 2016

The time in-between inauguration and tax cuts is risky, waiting for stimulus when rates and FX markets reflect such will cap stocks. Fed will pause until Act is passed.feedback

Nov 21 2016 - Bear market

We think the market is under appreciating the likely big boost to S&P EPS from a lower corporate tax rate and the boost to bank profits from rising yields (and lower pension expense) and the much higher chance now of a long-lasting economic expansion that rivals the 10-year U.S. record. We're more confident now that the S&P will reach 2,500 in 2018 before suffering its next bear market.feedback

Nov 19 2016

We estimate that every five points of the structural tax rates reduction would boost profits in the S&P 500 by about 4 percent.feedback

Nov 19 2016

I'm quite constructive. I think the S&P is going to get over 2,200 real soon, and I think it gets to 2,250 around the inauguration.feedback

Nov 14 2016 - American politics

We believe Rep [Republican] led policies of less regulation and tax cuts will help accelerate growth, further tighten the labor market, and accelerate S&P EPS growth, particularly when corp tax cuts take effect. We think energy and most industrials are overvalued, and we prefer Health Care, big banks, capital markets, reasonable PE Tech. We expect these groups to lead the S&P to 2200 soon, but fear Energy might repeat its early 2016 dive.feedback

Nov 11 2016

I don't think people are going to get smashed in long-duration bonds, but we do think over time those yields rise.feedback

Nov 11 2016

That's a sector that was beaten up terribly over the past year and even longer on the idea that the policy risk was just too much to bear, despite what's been good sales and earnings growth amongst the best out of the S&P.feedback

Nov 09 2016

We think the message of this election is that America demands stronger economic growth. ... A Republican Congress and president is likely to reduce regulation, cut corporate taxes just enough to be globally competitive and bring cash offshore home.feedback

Nov 07 2016

We think S&P will finish this year at 2100-2200, closer to 2200 if Republicans hold the Senate.feedback

Nov 07 2016

[With] attractive S&P upside into year end, we change our tactical call [the next 5 percent move in the S&P 500] to 'up.' We think election risk is now better priced, which improves reward/risk.feedback

Nov 01 2016 - UBS

I think [with] the election, a lot of investors are realizing that we have to see what Congress looks like, we have to see what the first 100 days of policy look like. I think what we're realizing here is that there's a lot of political uncertainty that's going to be with us beyond the election.feedback

Oct 13 2016 - UBS

We need to see what's going to happen with the new administration and Congress in the first 100 days. This economy does need fiscal stimulus, and we might not be getting it.feedback

Oct 11 2016

Since Clinton's upsurge in the polls after the first debate, our Clinton victory stock basket significantly outperformed our Trump basket.feedback

Sep 19 2016

Longer term, it will be the policies and implementation that will influence markets, which both parties, many individuals and circumstances will craft.feedback

Sep 12 2016

Near term we favor Utilities & Telecom over Financials. We favor lower PE mega-caps.feedback

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