Equity inflows from BofA clients continue for sixth week, cyclicals back in focus

A report by Bank of America highlights a sixth week of inflows into US equities, focusing on large-cap stocks, with notable interest in cyclical sectors and significant buybacks.

Hedge funds dump utilities stocks, pile into power: Goldman Sachs

What are the economics of the Trump trade: BofA

Bank of America discusses market reactions to Trump's win, highlighting expected tariffs, rising rates, and deregulation effects across various sectors, affecting smaller companies and labor-intensive industries.

Stocks with high passive ownership don’t outperform, Goldman says

Analysis-Tentative green energy shoots at risk from US vote uncertainty

Renewable energy shares face uncertainty amid U.S. elections and rising competition, leading to significant investor withdrawal and a shift towards short positions in selected companies.

BofA clients sold equities for second week, outflows led by Tech and Financials

Bank of America clients experienced $3.7 billion in outflows from US equities, with hedge funds and institutions selling stocks, while ETFs and certain sectors saw contrasting inflows.

Consumer, industrial stocks most at risk from oil price shock, says Barclays

Barclays warns that consumer and industrial stocks are at risk from potential oil supply shocks, emphasizing the impact of rising oil prices on consumer spending and market sectors.

U.S. equities slightly net sold by hedge funds last week: Goldman Sachs

U.S. equities saw mixed trends last week with significant selling pressure in single stocks, while sectors like materials attracted buying. The S&P 500 hit new highs amid positive economic data.