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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   


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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   


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3 mins read

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   


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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   


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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   


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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   


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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   


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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   


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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   


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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   


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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…

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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   


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5 mins read

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   


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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   


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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   


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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   


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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…

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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   


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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   


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Christopher Competiello