المدة الزمنية 4:36

We are setting ourselves up for 'growth surprise' next year, says BofA Securities' Subramanian

بواسطة CNBC Television
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تم نشره في 2023/10/27

Savita Subramanian, BofA Securities head of U.S. equity and quantitative strategy, joins 'Squawk on the Street' to discuss why she has a year-end S&P price target of 4600, why she believes we will see a 'growth surprise' next year, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi� � » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision » Subscribe to CNBC: https://cnb.cx/SubscribeCNBC Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC Follow CNBC News on Twitter: https://cnb.cx/FollowCNBC Follow CNBC News on Instagram: https://cnb.cx/InstagramCNBC https://www.cnbc.com/select/best-credit-cards/� � #CNBC #CNBCTV 

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تعليقات - 57
  • @
    @tonysteinke7234قبل 7 أشهر Forecasting markets is like forecasting the weather. You can be wrong all of the time, but still make a good living 5
  • @
    @masterstacks2030قبل 7 أشهر Everybody in Weimar Republic thought they were all getting rich in the early stages of the currency debasement. You can't measure the health of the id="hidden1" class="buttons"> economy/consumer based on a broken measuring stick, which is fiat money. ....وسعت 7
  • @
    @muhammadzohaibmehmood4181قبل 7 أشهر At the beginning of the year, she was bearish and then got bullish in Q2 and later issued spx500 target of 4,600 when spx 500 was trading at 4,580. Last id="hidden2" class="buttons"> year in July she issued a target of 3,600 when spx500 was trading at 3700 and then in 2 months time spx 500 increased to 4,300. I am writing this message to save people who may trade based on her prediction. ....وسعت 7
  • @
    @zhsloeقبل 7 أشهر Soooooooooo getting 2008 feels watching this video rn 5
  • @
    @JohnDerrick-zj5erقبل 7 أشهر The stock market is a complex system that is influenced by a variety of factors, including economic indicators, political events, and global trends. The id="hidden3" class="buttons"> relationship between policies and the stock market can be complex and multifaceted, and it can take time for the full effects of policies to be reflected in market trends. Therefore, it is possible that policies implemented in the past may have a "lagged effect" on the stock market, as their full impact may not be felt until later on. ....وسعت 5
  • @
    @glowwurm9365قبل 7 أشهر They always through boomers out there, but on the flip side boomers are a contributing factor to inflation, they’ve left the job market creating a vacuum in terms of labour and they’re spending. We’re gonna see higher inflation for a decade with higher interest rates and lower growth as a consequence. ....وسعت 2
  • @
    @johnmininger7472قبل 7 أشهر If you told me the millennials are sitting on a boatload of cash, then I would see the case for an earnings surprise. What exactly are boomers going to id="hidden5" class="buttons"> spend their cash on? My parents are boomers, what they do spend their money on is hospital bills. This is an aging generation and will soon quickly lose numbers. The younger boomers are probably retiring, traveling and enjoying themselves but what is the impetus for them to suddenly start spending more than they already are, enough to drive 'surprise earnings'? I'm not convinced. ....وسعت 2
  • @
    @D31781قبل 7 أشهر STEVE WEISS HAVING A SHORT POSITION ON TSLA AND NOT TELLING THE AUDIENCE AND TRASHING THE STOCK IS ILLEGAL! THIS GUY SHOULD BE ARRESTED. 9
  • @
    @wuhgeesقبل 7 أشهر wait let me get this straight. She was bearish for a long time while the market is up and up. Then she flipped to ultra bullish at 2023 all time high. market tanked ever since. Now she's bullish? hm. 13
  • @
    @ahanv.8035قبل 7 أشهر Savita is lying through her teeth. She was bearish all through the first half, and then turned bullish at just the wrong point. 7
  • @
    @ephilipposقبل 7 أشهر Money is there but not for investing in the SM…people are waiting to see with all that is happening around the world… 1
  • @
    @vasanthchandrasekaran3218قبل 7 أشهر got to love savita. she forecasted recession every year from 2017 to 2022.. and it dint happen. All her predictions are on YouTube. Now she is expecting growth surprise next year - ok I am worried now.
  • @
    @blankjohnson6934قبل 7 أشهر Where is she pulling these numbers out of? I mean the year end targets. 2
  • @
    @yangbomb2قبل 7 أشهر beyond ridiculous.for real. It's not that you think it will go to 4600. It's what you NEED for your equity positions and to prove what you have id="hidden8" class="buttons"> been saying for the past few months.
    Also, analysts are the sales people of the sales people. Working with sell/buy side, always going with what has been happening. flip-flip
    ....وسعت 2
  • @
    @drajdew1664قبل 7 أشهر These analyst have no clue but talk is all they can do 4
  • @
    @staceylacey5587قبل 7 أشهر I am sick of hearing this crap from these sources. Like politicians, you cannot trust ANYTHING that comes out of their mouths. They have a stake in the outcome. Jabberwocky 2
  • @
    @illegalsmirfقبل 7 أشهر hiya pretty lady, you made me have a growth surprise rn lol ;-)
  • @
    @KishoreDuddekuntaقبل 7 أشهر i want to see her track record. she is horribly wrong 2
  • @
    @master15951قبل 7 أشهر She says Baby boomers sitting with 80 Triilion $ assets. 80 !!! Buying houses for kids. Amazing
  • @
    @YoZen_Azkenقبل 7 أشهر Where are the boomers , boomers are suffering . Rich people don’t produce more kids , 70% are enjoying their life who have money.
  • @
    @dischoopsقبل 7 أشهر LOL.long way to go for "growth surprise" we all have the tools to see that a major dump is happening, stop the pump. LOL
  • @
    @cozyslorقبل 7 أشهر She's awful at predicting, like all of them. She's perfect for BofA as BAC is and has been a crappy stock. 2
  • @
    @janosik150قبل 7 أشهر she has not clue at all, I am spending money, because I am not buying a house. I know it will take maybe 4 years for prices to came down.
  • @
    @masterstacks2030قبل 7 أشهر Everybody in Weimar Republic thought they were all getting rich in the early stages of the currency debasement. You can't measure the health of the id="hidden10" class="buttons"> economy/consumer based on a broken measuring stick, which is fiat money. ....وسعت 7
  • @
    @muhammadzohaibmehmood4181قبل 7 أشهر At the beginning of the year, she was bearish and then got bullish in Q2 and later issued spx500 target of 4,600 when spx 500 was trading at 4,580. Last id="hidden11" class="buttons"> year in July she issued a target of 3,600 when spx500 was trading at 3700 and then in 2 months time spx 500 increased to 4,300. I am writing this message to save people who may trade based on her prediction. ....وسعت 7
  • @
    @JohnDerrick-zj5erقبل 7 أشهر The stock market is a complex system that is influenced by a variety of factors, including economic indicators, political events, and global trends. The id="hidden12" class="buttons"> relationship between policies and the stock market can be complex and multifaceted, and it can take time for the full effects of policies to be reflected in market trends. Therefore, it is possible that policies implemented in the past may have a "lagged effect" on the stock market, as their full impact may not be felt until later on. ....وسعت 5
  • @
    @glowwurm9365قبل 7 أشهر They always through boomers out there, but on the flip side boomers are a contributing factor to inflation, they’ve left the job market creating a vacuum in terms of labour and they’re spending. We’re gonna see higher inflation for a decade with higher interest rates and lower growth as a consequence. ....وسعت 2
  • @
    @johnmininger7472قبل 7 أشهر If you told me the millennials are sitting on a boatload of cash, then I would see the case for an earnings surprise. What exactly are boomers going to id="hidden14" class="buttons"> spend their cash on? My parents are boomers, what they do spend their money on is hospital bills. This is an aging generation and will soon quickly lose numbers. The younger boomers are probably retiring, traveling and enjoying themselves but what is the impetus for them to suddenly start spending more than they already are, enough to drive 'surprise earnings'? I'm not convinced. ....وسعت 2
  • @
    @yangbomb2قبل 7 أشهر beyond ridiculous.for real. It's not that you think it will go to 4600. It's what you NEED for your equity positions and to prove what you have id="hidden17" class="buttons"> been saying for the past few months.
    Also, analysts are the sales people of the sales people. Working with sell/buy side, always going with what has been happening. flip-flip
    ....وسعت 2