BofA Maintains a Bullish Outlook for U.S. Stocks
Bank of America is urging investors to remain constructive even as the market shows signs of a short-term pullback.
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CIO of The Leuthold Group, Warns Weakening Consumer Sentiment Could Inflict Economic Downturn
Doug Ramsey, CIO of The Leuthold Group, is warning that weakening consumer sentiment could push the U.S. economy into a self-inflicted downturn.
Dollar ‘Fiscal Frown’ Theory Has Deutsche Bank Warning Of Losses
The dollar is at risk of losses whether the US government lands in a fiscal crisis or a recession, according to George Saravelos.
Positive Data Outlook for Resilient Economy, Despite Consumer Pessimism
Despite widespread economic pessimism among consumers, the underlying data points to continued resilience in the U.S. economy.
Goldman Sachs Says Investors Trim Dollar Holdings, Return to Neutral Position on US
Goldman Sachs President John Waldron said recent lightening up of U.S. dollar assets by investors had shown them returning to more neutral positions.
Bank of America Sees Double-Digit Equity Gains if Recession Fears Prove Overblown
Despite sharply deteriorating economic sentiment, Bank of America believes equity markets could deliver a 17% return over the next 12 months.
Fund Managers Most Underweight on US Dollar Since 2006, BofA Says
Global asset managers held biggest underweight position in dollar in 19 years as Trump's chaotic trade policy cut investor appetite for U.S. assets.
