Savita Subramanian - Bank of America Merrill Lynch


Last quote by Savita Subramanian

Our work continues to suggest upside risk to stocks, driven by the simple fact that we have yet to witness euphoria on
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May 22 2017
Savita Subramanian has been quoted 21 times in 14 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 This bull market might not be hated, but it still isn't trusted saying, “One reason we remain cyclically positive on the broad market is that retail investors still have not participated. Instead, the public remains infatuated with global equities and corporate bonds. It is doubtful that the equity market would cyclically peak before the retail-investor enthusiasm for stocks had reached a more fevered pitch.”.
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Savita Subramanian quotes

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

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

They are both pretty cheap on a relative

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

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

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

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

On some levels, there is a big yield grab going

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

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

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Quotes by Savita Subramanian

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