Bloomberg Surveillance Bloomberg Surveillance TV: August 8th, 2025
4 snips
Aug 8, 2025 
Savita Subramanian, Head of US Equity & Quantitative Strategy at Bank of America, shares her bullish outlook on the equity market, including her ambitious S&P 500 target. Collin Martin, Fixed Income Strategist at Charles Schwab, analyzes how the bond market is reacting to the latest economic data. They dive into market sentiment, discussing potential catalysts for recovery, the impact of interest rates on small-cap vs. large-cap stocks, and the broader implications of governmental policies on investment strategies.
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Market Is In A Wall Of Worry
- Savita Subramanian says markets are in a 'wall of worry' despite strong themes like AI.
- Delayed projects imply pent-up business activity likely to be unleashed over coming quarters.
Revenue Beats Signal Upside To Low Expectations
- Savita Subramanian notes about 80% of companies have beat on revenue, signaling demand surprises.
- Analysts had marked sales expectations very low, so beats reflect upside to downgraded forecasts.
Rate Cuts Would Boost Small Caps
- Savita Subramanian says Fed rate cuts would be 'jet fuel' for small-cap stocks.
- She highlights refinancing risk sits more with the Russell 2000 than the S&P 500.