BANK OF AMERICA
BofA Merrill Lynch Global Research released its outlook for the markets in 2017, calling heads or tailwinds as markets are expected to swing on policy shifts. Analysts have cautious optimism for accelerating U.S. and global economic growth, improving corporate fundamentals, modest stock gains and higher yields on expectations of fiscal stimulus and regulatory policy easing. Full-on optimism is tempered by the rippling effects of rising inflation, a stronger dollar, weak credit markets, uncertain commodity pricing and game-changing political events that raise the potential for big market swings.
An overarching anti-globalization theme sets the tone of a new economic and investment cycle now underway. Domestically and globally, investments and policies that have done well in a low-rate, low-growth world have reached their peak. Long-term winners could be supplanted in 2017.
News Release and Additional Information
Dec. 2016 – Energy
Dec. 2016 – Global Credit Strategy
Dec. 2016 – Global Economics
Dec. 2016 – Global Emerging Markets
Dec. 2016 – Global Foreign Exchange
Dec. 2016 – Global Rates
Dec. 2016 – Investment Strategy
Dec. 2016 – Metals and Mining
Dec. 2016 – U.S. Economics
Dec. 2016 – U.S. Equity Strategy
Dec. 2016 – Year Ahead Video
For More Information
For more information regarding the BofA Merrill Lynch Global Research 2017 Year Ahead Outlook, please contact Melissa Anchan, Bank of America, 1.646.855.3152.