Head of US equity strategy at Bank of America, Savita Subramanian, discusses the potential for stocks to continue rising, despite skepticism. She explains her raised year-end target for the S&P 500, market valuations, and why she is not worried about a bubble. The podcast explores market trends, investor sentiment, interest rate impacts, AI revolution, and risks like tight labor markets and government debt.

Savita Subramanian, Managing director at Bank of America Corp, discusses navigating finance, investing with behavioral insights, market sentiment, industry challenges, AI in financial analysis, market valuation, and personal influences in an insightful and engaging conversation with Barry Ritholtz.

Daleep Singh discusses the flight to quality in uncertain markets. Julie Norman talks about the challenges Israel faces in responding to attacks by Hamas. Torsten Slok comments on the Fed's tightening and a slowing economy. Savita Subramanian predicts a rip in markets with a projected 4,600 S&P by year-end.

Savita Subramanian, Bank of America Securities Head of US Equity & Quantitative Strategy, discusses the 'Magnificent Seven' tech rally and biggest market risks for 2024. Topics include analyzing valuations, dividends, potential market shift, large regulated companies, energy sector, and stock market risks.

In this lively discussion, financial experts David Kelly from JP Morgan, Warren Pies of 3Fourteen, and Shannon Saccocia from Neuberger Berman share their insights on the economic landscape and stock market trends. They debate the soft-landing scenario and the outlook for the quarter ahead. Aneesha Sherman of AB Bernstein provides an analysis of consumer behavior, focusing on Nike earnings. Savita Subramanian from BofA discusses the ongoing rise of value stocks and forecasts further growth, adding depth to a compelling financial conversation.

Citi's economist discusses Fed's interest rate decisions. Bank of America predicts a soft landing post high rates. Moderna CEO talks about better-than-expected earnings and RSV vaccine development.

Bank of America executives discuss the US economy resilience and opportunities in the global market. Economists analyze mixed economic data and Fed's upcoming interest rate decision. The podcast explores AI's influence on labor, market euphoria, and navigating risks in financial markets.

This podcast discusses market reactions to Powell and Super Tuesday results, featuring insights from investment strategists and government affairs heads. Topics include international influences on the stock market, balancing investments, policy decisions based on economic indicators, political strategies in Pennsylvania, market sentiment models, and the evolution of ESG factors in corporate analysis.

Savita Subramanian, Bank of America Securities Head of US Equity & Quantitative Strategy, discusses the 'Magnificent Seven' tech rally and biggest market risks for 2024. She suggests investing in individual stocks instead of the entire index. They also talk about recent market trends, dividend initiations, equity income for retirees, analysis of large cap banks and the energy sector, and low conviction in stocks outperforming bonds.

Guest: Savita Subramanian, Market outlook and consumer analysis expert at Bank of America. Topics: Apple's China crackdown, Tesla challenges, economists growing gloomier on 2024, football picks, market outlook, consumer analysis, making money in the stock market, S&P price target, China's impact on US corporations.