<\/p>\n
The head of US Equity Strategy at Bank of America Securities says broad market gains will be difficult to sustain from current levels.<\/p>\n
Appearing on CNBC\u2019s Power Lunch, Savita Subramanian says<\/a>\u00a0BofA holds a 7,100 year-end price target for the S&P 500 and remains bearish at the index level.<\/p>\n She says the best single-index buy today is the Russell Large Cap Value Index, pointing to its income-generating profile. Within the broader market, she sees opportunity in value and cyclical names but warns the tailwinds that drove last year\u2019s gains have largely faded.<\/p>\n Subramanian note that 2025 was \u201cessentially the best year on record when it comes to liquidity,\u201d with individual investors, corporate buybacks, privatizations, and government entities all buying U.S. equities simultaneously. That dynamic, she says, is not repeating in 2026.<\/p>\n According to Subramanian:<\/p>\n \u201cThe good news is priced in. Typically years where you\u2019ve got great earnings growth and GDP growth are not the best years for equity returns. We are getting a big shift in supply demand. So that\u2019s why we\u2019re bearish at an index level. Within the index, I think there\u2019s a tremendous opportunity to own income value areas of the market that are throwing off capital rather than using it.\u201d<\/em><\/p>\n Subramanian also questions how much more earnings can surprise, noting analysts are now forecasting near-record long-term earnings growth rates with strong earnings already anticipated.<\/p>\n Follow us on X<\/a>, Facebook<\/a> and Telegram<\/a><\/span><\/em>  <\/p>\n Generated Image: Midjourney<\/em><\/span><\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":" The head of US Equity Strategy at Bank of America Securities says broad market gains will be difficult to sustain from current levels. Appearing on CNBC\u2019s Power Lunch, Savita Subramanian says\u00a0BofA holds a 7,100 year-end price target for the S&P 500 and remains bearish at the index level. She says the best single-index buy today […]<\/p>\n","protected":false},"author":2,"featured_media":430962,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[173],"tags":[201,248,251,246,257,255,250,252,247,253,249,256,254],"class_list":["post-430960","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-others","tag-blockchain","tag-bsc","tag-chainlink","tag-coin","tag-cryptocurrency","tag-gta","tag-looks-rare","tag-oracle","tag-polygon","tag-quickswap","tag-safe-moon","tag-wallet","tag-wordpress"],"_links":{"self":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430960","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/comments?post=430960"}],"version-history":[{"count":1,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430960\/revisions"}],"predecessor-version":[{"id":430964,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/posts\/430960\/revisions\/430964"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/media\/430962"}],"wp:attachment":[{"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/media?parent=430960"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/categories?post=430960"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dripp.zone\/news\/wp-json\/wp\/v2\/tags?post=430960"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
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