Dubravko Lakos-Bujas


Last quote by Dubravko Lakos-Bujas

Given the current plan is more aggressive than the original House Blueprint, we now expect a larger upside for the market. This catalyst could trigger significant rotations with elevated dispersion across style, sector, and size, which could represent an opportunity for active managers.feedback
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Nov 08 2017
Dubravko Lakos-Bujas has been quoted 29 times. The one recent article where Dubravko Lakos-Bujas has been quoted is This earnings season should be a good one for stocks, if history is any guide. Most recently, Dubravko Lakos-Bujas was quoted as having said, “We are expecting another solid earnings season for S&P 500 companies with quarterly EPS reaching a record ~$33.75 in 3Q17 – a positive earnings surprise of ~4.5%”.
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Dubravko Lakos-Bujas quotes

Apr 18 2017 - Oil

S&P 500 is expected to deliver [its] strongest earnings growth in 22 quarters with momentum driven by recovering U.S. and global economic growth, higher oil prices, and rising rates for financials.feedback

Apr 18 2017 - Syria conflict

While stronger earnings growth … has typically coincided with a positive … drift for S&P 500, we continue to believe geopolitical risks (upcoming French election, Syria/Russia, North Korea/China) are likely to weigh on equities in the short term and could overshadow the constructive tone from this earnings season.feedback

Mar 06 2017

In the near-term we see increasing risk of a sell-off due to more hawkish Fed rhetoric at a time when investor positioning is stretched and equity volatility is likely to rise from low levels.feedback

Feb 09 2017 - Nordstrom vs. Trump

U.S. companies with high effective tax rates and high domestic revenue exposure will disproportionately benefit from a reduction in tax rates.feedback

Dec 07 2016

The incoming administration has proposed reducing the regulatory burden on corporations across the board, especially in areas where Trump and congressional Republicans are in alignment.feedback

Dec 02 2016

Corporate tax reform is gaining momentum in the United States: Donald Trump and Paul Ryan have each proposed reducing the federal corporate tax rate to 15% and 20%, respectively.feedback

Nov 30 2016

The recent U.S. election outcome and the pro-growth agenda of the new administration, if carried through, will likely increase the longevity of the expansion phase. On the global front the pickup in EM [emerging markets] and, more recently, European business cycle indicators have also been supportive.feedback

Nov 30 2016

Prospects of expansionary fiscal policies under a relatively easy monetary backdrop are likely to help support further re-rating of the equity multiple. We expect S&P 500 to reach 2,400 by year-end 2017, implying 9 percent upside.feedback

Nov 10 2016

Trump administration reinforces the reflation trade that started post-Brexit. We expect reflation to support rotation from Low Vol stocks, the largest beneficiaries of falling yields in this cycle, into value and growth stocks.feedback

Nov 10 2016

Expectations of decreased regulation, favorable tax reform, increased fiscal spending and less congressional gridlock should drive stronger revenue growth and higher net income margins. Further, the removal of election uncertainty and some form of cash repatriation should result in increased investment activity.feedback

Oct 11 2016

We basically see superior growth in health care, on one hand. On the other hand, we see relatively attractive valuations.feedback

Oct 11 2016

Bond valuations are obviously very, very high for various reasons. We have seen contagion into the equity space.feedback

Jul 26 2016

Similar to Low Vol (relative to Value), staples appears to be in a bubble (relative to Healthcare) after outperforming by 20 percent in the past year and it trades at a record valuation spread of more than 5x turns on PE NTM. We believe staples has become crowded during this cycle after a rotation triggered by the Fed turning more dovish, zero rates abroad, and stabilizing USD.feedback

Jul 07 2016

We believe stabilizing USD, rising oil prices, and low expectations going into this earnings season improve the odds of more companies beating on both top-line and margins compared to recent quarters.feedback

Jun 27 2016

We expected a Brexit outcome to have an asymmetric impact for equities, with downside exacerbated by unwind of long equity investor positioning. We see another 5-10 percent downside to the S&P 500 in the short term as likely, but we maintain our 2016 year-end price target at 2,000.feedback

May 19 2016

If we don't have that dollar support then it starts to get ugly. The reason why the market got excited over the last few months was the dovish Fed. But if the Fed now starts to hike that means the dollar will go higher and it will put renewed pressure on oil and the emerging markets.feedback

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