Savita Subramanian

The S&P 500 index is set to end 2024 with its strongest edge over global equities in nearly 30 years, a remarkable streak fueled by U.S. economic dominance. Yet, Bank of America analysts caution that the rally's days may be numbered, predicting a reversal as early as the second quarter of 2025...

Bank of America has spotlighted three sectors that could benefit from the Federal Reserve’s rare dual approach of rate cuts and rising corporate profits. What Happened: Savita Subramanian, BofA’s head of U.S. equity and strategy, referred to this situation as a “rare double whammy...

The stock market’s long-term bull rally, now in its 11th year, is poised to continue, with the S&P 500 potentially surging by 34% by the end of 2026, according to Bank of America. What Happened: The bank’s technical strategist, Stephen Suttmeier, predicts that the S&P 500 could...

The stock market is on the verge of a “virtuous investment cycle” that could drive corporate profits to new heights, according to a recent note from Bank of America. What Happened: Bank of America’s strategist Savita Subramanian has suggested that the stock market is about to...

The market has shown resilience this year, defying economic uncertainties surrounding growth and interest rates. On The Rise: The S&P 500, a broad market gauge, concluded 2022 with a 19.4% decline at 3,839.50, with technology stocks leading the retreat. At the beginning of this year,...

Bank of America published a playbook Tuesday on how to spot recessionary bear markets and which assets perform best during downturns.  The BofA research team named the following three major signs predicting a market crisis by analyzing the previous 150 recession events since 1800 and 16 S...

Several popular seasonal trading strategies are associated with the closing weeks and opening weeks of the calendar year. Bank of America analyst Savita Subramanian recently highlighted three of his favorite trading ideas for January 2023, and it may be good news for Tesla Inc (NASDAQ: TSLA), Meta...

Investors have gotten a bit more bearish in recent days after the SPDR S&P 500 ETF Trust (NYSE: SPY) hit new 2022 lows last week, but the latest data on Wall Street analyst sentiment suggests the sell-side may not be quite bearish enough for the market to hit bottom. Bank of America analyst...

The SPDR S&P 500 ETF Trust (NYSE: SPY) is up 3.4% in the past week, and much of the positive momentum has come after the July consumer price index (CPI) reading was up just 8.5% year-over-year. Investors have cheered the fact that inflation may have finally peaked, but Bank of America analyst...

The SPDR S&P 500 ETF Trust (NYSE: SPY) recently hit its lowest level of 2022 this week despite overall first-quarter earnings numbers that are relatively solid. Unfortunately, Bank of America analyst Savita Subramanian said overall S&P 500 earnings numbers for the first quarter aren't...

The SPDR S&P 500 ETF Trust (NYSE: SPY) closed out its first down quarter in two years in March, and many retail investors bought the dip in stocks in the first quarter in anticipation of a potential rebound. Bank of America analyst Savita Subramanian said sell-side analysts are also getting...

The difference between the yield on 10-year and two-year U.S. Treasury bonds has dropped below 0.2% and is now at its lowest level since March 2020. Unfortunately, a flattening or negative yield curve can be a very negative indicator for the economy. The good news for investors is that there have...

The price-to-earnings-to-growth (PEG) ratio is a fundamental valuation metric that assesses a stock’s price relative to its earnings and expected earnings growth rate. In theory, the lower the PEG, the more value a stock holds. The S&P 500 currently has a forward PEG of just 1.11, 21...

For more than a month, Bank of America’s long-term valuation model has been projecting 0% to slightly negative returns for SPDR S&P 500 ETF Trust (NYSE: SPY) investors over the next decade. On Friday, analyst Savita Subramanian said reinvesting dividends could be the most important move...

September has historically been the worst month for the SPDR S&P 500 ETF Trust (NYSE: SPY), but Bank of America analyst Savita Subramanian said Wednesday his Sell Side Indicator is suggesting the market may soon face something a bit more bearish than typical seasonal weakness. Contrarian...