america-merrill

GIRD YOUR LOINS: Here's your preview of this week's big market …

REUTERS/Neil HallHistorical re-enactors in a living history camp prepare their costumes as they take part in an anniversary event for the Battle of Bosworth near Market Bosworth in central Britain.The global financial markets are getting walloped.The Dow ended Friday at 16,450, down a whopping 1,018 points for the week. The blue-chip index booked its first back-to-back, down-300-plus-point days since November 2008. It’s […]

MAP: Colossal US companies worth more than the entire stock …

Bank of America Merrill Lynch analysts have just published a fantastic map showing which major US listed companies are worth more than entire emerging market stock indices.Take a look:BAMLThe authors offer this explanation of the “the journey from hubris to humiliation” that emerging market equities have undergone: Back in late 2010, when Sepp Blatter announced that Russia & Qatar would follow […]

Goldman Sachs on China's stock market collapse – Business Insider

REUTERS/China DailyAn investor adjusts his glasses as he looks at a computer screen in front of an electronic board showing stock information at a brokerage house in Fuyang, Anhui province, China, July 9, 2015.There’s been a lot of panic in recent weeks about the colossal collapse of China’s stock markets, from both banks and Beijing.But Goldman Sachs thinks naysayers have […]

BREAKING: One of the Biggest Stock Market Crash Indicators Since …

We just received one of the biggest stock market crash indicators we’ve seen since the 2008 financial crisis.A Bank of America Merrill Lynch note today shows the bank’s clients sold more than $4.1 billion in U.S. stocks last week. That’s the largest amount in any week since January 2008, according to analyst Jill Carey Hall.And as this chart shows, most […]

The Federal Reserve poses the biggest threat to the stock market

Akin Oyedele

Jun. 15, 2015, 10:47 AM
5,775

Flickr user markusramNot yet.The biggest threat to stock probably isn’t what you think.People who think the Federal Reserve’s asset purchases drove the rally in stocks are dreading higher interest rates.They argue that higher rates will derail the rally by increasing the cost of borrowing and putting pressure on company’s earnings.But analysts at Bank of America […]

2 charts show US could have stock-market crash – Business Insider

Stock markets around the world have been on an extended bull run for a long time now, but economists are getting increasingly worried that it could soon be coming to an end.Two new charts, from Deutsche Bank and Bank of America Merrill Lynch, show that shares are in too-good-to-be-true territory and that if history is anything to go by, they’re […]

The stock market should be VERY interested in the big wage report

ReutersOn Thursday morning, the employment cost index, or ECI, for the first quarter will be released. Unlike the average hourly earnings number released in the monthly jobs report, the ECI is a more comprehensive measure of compensation, taking into account things like how much employers spend on things like benefits in addition to wages. Currently expectations are for the report to show […]

Market Extra: Tech-wreck will signal investors’ disenchantment with stocks

SAN FRANCISCO (MarketWatch)—Investors looking for early warnings signs of a shift in U.S. market sentiment would do well to watch tech and biotech stocks.That is because a selloff in those sectors is likely to signal that investors’ confidence in U.S. equities is deteriorating, according to Bank of America Merrill Lynch analyst Michael Hartnett“U.S. bear view requires [a] tech-wreck,” he writes […]

BTIG's 2015 S&P 500 Forecast: 2,200 – Business Insider

BritneySpearsVEVO”I’m not a girl. Not yet a woman.” -Britney SpearsSee AlsoGOLDMAN: The Stock Market In 2015 Will Be … MehUBS On Stocks: ‘Roll Tide, Roll…’BAML: US Stocks Will Squeak Out A Tiny Gain In 2015BTIG’s Dan Greenhaus borrows from Britney Spears’ 2001 song “I’m Not a Girl, Not Yet a Woman” to express his feelings for the stock market.”With apologies […]

Ethan Harris On Correlations And Fed Balance Sheet – Business …

Bank of America Merrill LynchSee AlsoEurope’s Contribution To Global Profits Has Gone Off A CliffUBS On Stocks: ‘Roll Tide, Roll…’BofA: When The Stock Market Peaks, Gold Will Be The ‘Tell’Is the Federal Reserve’s quantitative easing stimulus program responsible for stock market gains?There are two schools of thought on this: Yes, and No.The Yes camp maintains that the easy money being […]