Dubravko Lakos-Bujas


Last quote by Dubravko Lakos-Bujas

In addition to favorable earnings momentum, as we approach year-end, market should gradually price in some higher probability of a tax deal, which we see currently as underpriced. With the healthcare bill sidelined, the GOP is now likely to increase focus on reforming corporate tax.feedback
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Jul 21 2017
Dubravko Lakos-Bujas has been quoted 21 times. The one recent article where Dubravko Lakos-Bujas has been quoted is JPMorgan raises year-end S&P 500 forecast, saying tax reform will lead to upside surprise. Most recently, Dubravko Lakos-Bujas was quoted as having said, “While we see market higher by year-end, the Fed and ECB's inclination to start tapering is a source of downside risk in our view.”.
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Dubravko Lakos-Bujas quotes

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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