Moreover, as Hartnett points out, globalization peaked in the last decade. For him, this zeitgeist translates into ...

The year-end rally in equities is at risk from a Federal Reserve outlook that’s too cautious on the economy, according to ...

In 1881, U.S. railroad stocks, representing the revolutionary technology of the day, accounted for 63% of U.S. stock-market capitalization. So why can’t the Magnificent Seven, which currently make up ...

With U.S. stocks sitting near record highs, Wall Street analysts say one key metric is starting to draw dotcom bubble comparisons. The S&P 500's price-to-book value ratio has climbed to 5.3, a touch ...

Investors are continuing to chase gains across gold, stocks and credit markets as global monetary easing drives a wave of risk-taking into late 2025, Bank of America Securities strategist Michael ...

With Oracle (ORCL) set to report earnings this week and capital expenditure plans closely watched, BofA says there's a new ...

It wasn't the case on Friday, but silver's surge has come at oil's expense. This chart from Bank of America notes that oil is ...

Intervention in the economy by President Donald Trump could benefit currently cheap midcap stocks, according to BofA Securities. Trump is likely to intervene to arrest the drop in his approval rating, ...

Already, the summit taking place in Alaska Friday, aimed at ending hostilities in Ukraine, has partly contributed to the 12.6% decline in oil prices in 2025. Energy traders have “Baked Alaska” into ...

US stocks are set to decline in the event of dovish signals from the Federal Reserve at the Jackson Hole economic symposium after this week’s record-breaking rally, according to Bank of America Corp.

The risk of a bubble in stock markets is rising as monetary policy loosens alongside an easing in financial regulation, according to Bank of America Corp. strategists. The team led by Michael Hartnett ...

Bank of America strategist Michael Hartnett has voiced concerns about a possible bubble in the AI stock market. This comes in light of valuation metrics reaching historic highs. Hartnett has pointed ...