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The Great Resignation is causing 'structural changes' to the workforce, BofA says
Workers are rethinking what they want out of work, or just leaving altogether. BofA is waking up to…
Juliana Kaplan
The US economic recovery will start slowing in the 3rd quarter as inflation and shortages drag on growth, BofA says
GDP growth is expected to be the strongest since 1984 this year. But on a quarterly basis, June wil…
Ben Winck
Why stocks are at record highs following the Capitol chaos in DC
Democratic wins in the Georgia Senate runoffs improve Biden's chances at passing new stimulus. Inve…
Ben Winck
Bank of America boosts 3rd-quarter GDP forecast and lowers 4th-quarter outlook on mix of pros and cons
While recent data point to a stronger-than-expected recovery, the lack of a stimulus deal is a "spe…
Ben Winck
BANK OF AMERICA: The US economic recovery will come in 'fits and starts' and feel like we're still stuck in recession
The US is in the middle of the second, or transitionary, phase after the initial shutdown. The last…
Ben Winck
Urban Meyer's jump to the NFL has become a disaster, and his job may already be on the line
Urban Meyer is in hot water after not leaving Ohio with the Jaguars, then getting caught on a video…
Scott Davis
Michelle Meyer Explains Why Concerns Of Overbuilding Are Overblown
"Sellers therefore tend to put their home on the market in anticipation of the spring selling seaso…
Mamta Badkar
MICHELLE MEYER: The Housing Market Isn't Developing Into A Bubble
She notes that valuation, price expectations, leverage, and investor speculation do not support the…
Mamta Badkar
BofA's Michelle Meyer Debunks One Of The Biggest Misconceptions In US Housing
Primary homebuyers are still the largest share of the market, by far. However, the constraint for p…
Calculated Risk
MICHELLE MEYER: NYC's Comeback Is One Of The Hottest Stories In The US Housing Market
With homebuilders preparing for a "solid spring season," Bank of America's Michelle Meyer believes …
Mamta Badkar
Michelle Meyer: Consumers Have A 'Bottomless Pocketbook' And GDP Is Going To Be Stronger Than We Thought
Retail sales jumped 1.1% in February, while “core control” (ex-autos, building materials and gasoli…
MICHELLE MEYER: Here Are The 4 Hot Housing Topics You Need To Watch
In a new note, Bank of America's Michelle Meyer writes that while gains were driven by the supply s…
Mamta Badkar
MICHELLE MEYER: Don't Get Too Excited About Today's Huge Home Sales Report
Michelle Meyer: I think what it's showing is that the number of homes in the market for sale — that…
Mamta Badkar
MICHELLE MEYER: Here Are The 4 Hottest Topics In The US Housing Market
For a true recovery we need to see a "return of primary home buyers and exit of institutional inves…
Mamta Badkar
Why Today's Disappointing Housing Report Was Actually Good News
This divergence had led to concerns that new home supply would pile up potentially delivering a blo…
Mamta Badkar
3 Reasons Why Bank Of America Just Cranked Up Its Outlook For Home Prices
"Momentum is very important for predicting home prices. Expectations for future prices are a functi…
Mamta Badkar
MICHELLE MEYER: GDP Was 'Grossly Distorted', And You Should Fade The Headline
Fade the negative GDP headline GDP contracted 0.1% in Q4, significantly below expectations. Howev…
MICHELLE MEYER: It's Still A Seller's Housing Market
"Moreover, the rise in home prices has put many more homeowners in positive equity, making it more …
Mamta Badkar
Recession fears just hit an 8-year high for the biggest investors on Wall Street
But it looks like investors aren't confident that central banks will act accordingly. About a quart…
Carmen Reinicke
'We're going back to QE, and we're going into recession': Peter Schiff thinks the air is already coming out of the bubble - and has a stark warning for investors
With interest rates headed lower, and the economy heading down the tubes, Schiff thinks the Fed wil…