Squawk on the Street SOTS 2nd Hour: Stocks Gain, Earnings Wrap-Up, Plus: Bank of America Chairman & CEO 04/15/25
Apr 15, 2025
Brian Moynihan, Chairman and CEO of Bank of America, dives into the current financial landscape following his company’s quarterly results. He discusses the positive performance of U.S. equities and the ramifications of rising Treasury yields on investors. Moynihan also highlights the challenges ahead for Boeing amid trade tensions and tariffs. The dialogue examines how companies are adapting to economic uncertainty and the cautious sentiment amongst consumers, all while providing strategic insights for navigating this volatile market.
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Inflation Outlook
- Current inflation is low, but surveys show increasing inflation expectations due to tariffs.
- Markets, however, like swaps markets, indicate less concern about persistent inflation.
Equity Allocation
- Stay overweight on US equities despite tariff turmoil.
- Focus on large-cap value and mid-cap growth stocks.
Investing in a Tariff Environment
- Post tariff announcements, investors should seek fundamentally strong companies.
- Focus on those with market dominance and pricing power.