Record-low cash levels flash a risk-on extreme. BofA's Michael Hartnett says crowded trades and peak optimism could cap ...

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 ...

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 ...

Bank of America’s chief market strategist, Michael Hartnett, is increasingly bullish on bonds for the rest of the year, viewing Treasuries as a safeguard against equity volatility and the ...

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 ...

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 ...

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 ...

The term was coined by Bank of America’s equity research analyst Michael Hartnett in 2023 to refer to the large-cap stocks ...

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 ...

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, ...