As market cross-currents confuse investors, Bank of America Merrill Lynch says the three biggest catalysts can actually be distilled into scenarios that are largely binary.
Savita Subramanian, BAML's head of US equity and quantitative strategy, recently went deep on these three core catalysts. Not only did she discuss what was at stake, she also outlined the scenarios associated with each."Dual-outcome factors abound," Subramanian wrote in a recent client note."These issues have already driven dispersion across asset classes, sectors and stocks.
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