On Wednesday, I joined Brian Sozzi, Brooke DiPalma, and Ines Ferre on Yahoo! Finance to discuss markets, the economy, outlook, $AAP, $XRAY, $HRL, $PFE, and a lot more. Thanks to Justin Oliver, Brian, Brooke, and Ines for having me on:
On Monday, I joined Liz Claman on Fox Business’s The Claman Countdown to discuss markets, outlook, the software selloff, PayPal ($PYPL), Dentsply Sirona ($XRAY), Estée Lauder ($EL), and more. Thanks to Liz and Brooke Haliscak for having me on:
The February survey covered 190 institutional fund managers with $512 billion under management.
Continue reading “February 2026 Bank of America Global Fund Manager Survey Results (Summary)”
On Monday, I joined Ash Webster on Fox Business “Varney & Co” to discuss markets, the economy, and more. Thanks to Ash, Stuart, and Maggie Edwards for having me on:
On Friday, I joined Stuart Varney on Fox Business “Varney & Co” to discuss markets, outlook, the Fed, rotation, and more. Thanks to Stuart and Maggie Edwards for having me on:
On Tuesday, I joined Nicole Petallides on Schwab Network to discuss Markets, Outlook, Mid-term cycle, Mag 7, $SWK, $NOV, and a lot more. Thanks to Nicole and Althea Thompson for having me on:
The January survey covered 227 institutional fund managers with $646 billion under management.
Continue reading “January 2026 Bank of America Global Fund Manager Survey Results (Summary)”
On Friday, I joined Charles Payne on Fox Business to discuss markets, outlook, mid-term cycle, dividend payers, $XRAY, $NOV, $GXO, and a lot more. Thanks to Charles and Nick Palazzo for having me on:
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