# Savita Subramanian
قسمت های برتر پادکست
به روز شده:
Top podcast episodes featuring savita subramanian.
Cyclical rebound triggers rotation and rate risk; productivity placates
Cyclicals vs. Tech: Positioning for broadening growth
Mark Cabana and Savita Subramanian discuss whether there's evidence of a cyclical upswing in economic data, and the extent to which that's impacting companies and stocks. They also delve into whether such improvement is even as positive as it w…
Closing Bell Overtime: Investors Navigate More Geopolitical Uncertainty, Broadcom Earnings 3/4/26
Savita Subramanian of Bank of America lays out a strategy for investors to deal with the current volatility and explains how she is positioning portfolios for the rest of the year. Earnings drive the tape with results from Okta and Broadcom. Stacy Rasgon of Bernstein reacts to Broadcom’s numbers an…
Savita Subramanian on Equity and Quantitative Strategy
Bloomberg Radio host Barry Ritholtz speaks to Savita Subramanian, managing director and head of US equity and quantitative strategy at Bank of America Corp. She also leads the firm's environmental, social and governance research. She has been a ranked analyst in the Institutional Investor survey fo…
The war takes a toll on growth; but more on economic than earnings
Equities drop but S&P earnings resilient for now
Global markets are recalibrating as higher energy prices shift the macro outlook and force a reassessment of growth and inflation. Our commodity strategy team raised forecasts for oil prices and other commodities due to Middle East supply challenges…
Bloomberg Surveillance TV: April 21st, 2026
Featuring:
Tom Forte, Managing Director & Senior Consumer Internet Analyst at Maxim Group
Steve Yates, Advisor for The Heritage Foundation
Savita Subramanian, Managing Director & Head: US Equity & Quantitative Strategy at BofA Securities
See omnystudio.com/listener for privacy information.
Markets rally after Pres. Trump signs Iran deal memorandum 6/15/26
The Dow Jones soared to new all-time highs on Monday as the other major averages traded higher across the board following news of a preliminary peace deal between the U.S. and Iran.
Dominic Chu and Kelly Evans break down the market action with Charles Schwab’s Liz Ann Sonders, Neuberger’s Jeff Bla…
Signals & Noise: U.S. Equity Mid-Year Outlook 2026 — Buy Stocks, Not the Index
In this episode of Signal vs. Noise, Savita Subramanian, Head of U.S. Equity & Quantitative Strategy, reviews a surprising first half of 2026 and explains why she believes investors should look beyond the Magnificent Seven. With earnings growth exceeding expectations, inflation reaccelerating, and …
Bloomberg Surveillance TV: July 27th, 2026
Featuring:
Savita Subramanian, Managing Director & Head: US Equity & Quantitative Strategy at Bank of America Securities
Tobin Marcus, Head of Policy & Politics at Wolfe Research
Lindsey Piegza, Managing Director & Chief Economist at Stifel Nicolaus
See omnystudio.com/listener for privacy inf…
Unpacking the U.S. Bull Market and What Investors Should Do Now
Join Barron's Live for a look under the hood of the bull market in U.S. stocks and what's ahead. Associate Editor Reshma Kapadia speaks with Savita Subramanian, Bank of America's head of U.S. equity and quantitative strategy, about whether the AI-trade is losing momentum, why index funds aren't off…
Signals & Noise: Earnings Over Elections
Midterms may dominate headlines, but corporate earnings, inflation and interest rates remain the key drivers of US equities. In this episode of Signals & Noise, Savita Subramanian discusses the outlook for stocks and bonds, the implications of higher Treasury yields, and the role of AI-driven produ…
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,825,315و قسمت های195,832,272بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
سرمایه‌گذاری روی دانش بیشترین بازده را دارد؛ پس پادکست گوش می‌دهم.
‐ Benjamin "Llamacorn" Franklin
ویرایش
از کمک شما برای بروز نگهداشتن پایگاهدادههای پادکست سپاسگزاریم
