David Bianco - Deutsche Bank

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Last quote by David Bianco

There's no fundamental canary in the coalmine in tech whatsoever. It's not Trump. It's...'Can Congress agree on what they were sent there to do- cut corporate taxes?feedback
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Jun 12 2017 Trump Presidency
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: “We're recommending stay with tech and health care. Our preference for the summer is health care over tech.” in the article Market's tech wreck showing strains-but not cracks-in broader bull market.
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David Bianco quotes

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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