Savita Subramanian - Bank of America Merrill Lynch

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Last quote by Savita Subramanian

People are starting to buy the dream that stocks can go up. This is what I worry about. It's not the age of the bull market, cause bulls markets don't die of old age. It's just a lot of the things we're looking at look very late-cycle.feedback
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Oct 17 2017
Savita Subramanian has been quoted 28 times in 19 different articles. On this page, you will find all of Savita Subramanian’s quotes organized by date and topic. Alongside each quote is a link back to the article where the quote was reported, so you can go back to the source for more context if you need it. Topics that Savita Subramanian speaks about are S&P, Clinton, and policy, for example. Most recently, Savita Subramanian was quoted in the article Rally continues, but 'this is kind of how bull markets end, ' Bank of America strategist says saying, “There has been no reward for earnings beats, which is a little bit weird. The bar's getting higher. Investors are expecting good news. When they got good news, it's already in the stocks.”.
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Savita Subramanian quotes

Mar 22 2017

We now see significantly more upside in energy, and see limited potential for relative gains from here (forward) in consumer discretionary stocks.feedback

Mar 01 2017

We are updating our models to reflect the increasing likelihood that we are entering a typical end-of-bull-market rally, where fundamentals take a back seat to sentiment and technicals. The stock market has always seen outsized returns leading up to its eventual crash, and we think this time will be no exception.feedback

Dec 19 2016

Buybacks are slowing, cost-cutting is reversing, and elevated valuations and leverage ratios along with weak sales growth paint a grim picture.feedback

Dec 19 2016

With 2016 on pace to be the weakest year of global growth since 2009, it wouldn't take much to get improvement next year, with potential for extra oomph from stimulus and tax reform.feedback

Dec 07 2016

We get stimulus. We get tax cuts. We get, you know, slowly rising interest rates. We get kind of healthy inflation and everything kind of comes in just right.feedback

Dec 07 2016

In that scenario we see the market as low as 1,600. Really kind of a binary year. This is really bad policy. We get all the negatives, and the positives are under-delivered. This is basically trade wars, protectionists trade policies. Instead of healthy inflation we get stagflation, rates maybe rise too quickly or they don't rise at all.feedback

Dec 07 2016

We're really listening to the rhetoric in D.C. We're trying to figure out how likely it is we will be the growth-improving reforms we've heard about.feedback

Nov 09 2016

With Trump winning the election, expect heightened volatility and downside risk in the near term as polls and prediction markets until last night had been pointing to a Clinton victory. We expect lack of clarity around Trump's policies – from feasibility to prioritization – will likely weigh on sentiment and pressure already muted business investment.feedback

Oct 09 2016

Health care has taken it on the chin because of Hillary [Clinton] risk and fears that the M&A cycle is over.feedback

Oct 09 2016

They are both pretty cheap on a relative basis.feedback

Sep 15 2016

Take oil out of the equation. Take the dollar out of the equation. You still have no demand recovery. That's what I worry about.feedback

Sep 15 2016

This is the first time I've felt really worried about the S&P.feedback

Sep 14 2016

But the benefits from stimulus have meaningfully worked their way into these stocks already.feedback

Jul 20 2016

There has been a tremendous trade out of healthcare. It's no longer the loved, hottest sector, valuations are discounting a reasonable amount of risk, and we think that there is a buying opportunity here.feedback

Jul 13 2016

On some levels, there is a big yield grab going on.feedback

Jul 13 2016

Another leg down in oil prices could drive the U.S. market down as well.feedback

May 23 2016

Our house view is that we're going to see one rate hike this year; I think the market might be positioned for that, but anything more than that would actually roil the markets, especially in June.feedback

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