BNY CIO sees double-digit earnings growth and no Fed hikes as key supports. Tech (hyperscalers, AI) remains core opportunity despite re-rating; industrials and financials benefit from AI and M&A pickup. Inflation risk is brief if oil stays down. Market expects another year of double-digit earnings growth, but net margins at ~15% are historically high, implying slower growth ahead.
Yields
NDX
RUT
Oil
Metals
USD
BNY 6.9
Financial Conglomerate $2000.00B
Shenaid Colton Grant 8.5
BNY CIO on fundamentals, inflation, and sector opportunities (with Romaine Bostick, Katie Greifeld)
4/18/2026 1:11:48 AM
ndx
Opportunity in tech where we've seen significant re-rating... particularly the hyperscalers that are significantly benefiting from AI. Sees attractive valuations (multiples in low 20s vs 30) and AI as a structural driver. Expects rotation broadening but tech remains a core opportunity.
4 calls
+15
slightly better than random
11/7/2025 7:00:46 PM short term cautious down 7 days later -3.17% +1.58%
10/8/2025 2:59:13 PM medium term up 20 days later +4.07% +4.07%
8/7/2025 8:57:30 PM short term up 5 days later +1.01% +1.01%
Show all 3 ndx results
yields
when it comes to interest rates because of the Fed dual mandate, we're not seeing much in the way of a change in pricing, taking back a few cuts, but no real hikes
10 calls
+5
no reliable edge (random outcomes)
4/13/2026 2:13:11 PM medium term up 20 days later +4.46% +4.46%
3/18/2026 7:40:14 PM short term up 5 days later +2.59% +2.59%
12/24/2025 2:57:09 PM medium term cautious up 20 days later +0.58% +0.29%
11/28/2025 5:12:01 PM medium term cautious down 21 days later +1.78% -0.89%
11/7/2025 7:00:46 PM medium term cautious down 21 days later -0.34% +0.17%
10/15/2025 2:04:39 PM short term sharp down 5 days later -0.33% +0.49%
8/23/2025 12:19:15 AM short term cautious down 8 days later +0.05% -0.02%
8/14/2025 6:40:18 PM short term cautious down 5 days later -0.74% +0.37%
Show all 8 yields results

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