Goldman Sachs's model recommends overweights in these sectors

The S&P 500 dropped 2% amid hawkish FOMC signals; Goldman Sachs' new model suggests sector overweights in Materials, Software & Services, and Utilities, aligning with defensive growth strategies.

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.

Healthcare stocks rally on Trump's latest nominees

BofA clients fuel modest inflows; Tech sees largest outflow since August

Bank of America reports modest equity purchases, with clients focusing on single stocks and ETFs amid tax-loss selling season. Corporate buybacks remain high despite varied sector performances.