Record-low cash levels flash a risk-on extreme. BofA's Michael Hartnett says crowded trades and peak optimism could cap ...
It’s the most bullish fund manager survey in the last 3.5 years, says Bank of America’s chief investment strategist ...
Optimism has surged to its strongest level in nearly four years, according to Bank of America’s December Global Fund Manager Survey, as cash allocations fall to record lows and expectations for a soft ...
Every shareholder may now be focused on the artificial intelligence bubble, but they shouldn’t forget the age-old market ...
An informal Bloomberg survey of US, European and Asian asset managers showed they’re positioned for even more equity strength ...
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 ...
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BofA survey finds money managers ultra‑bullish on growth, stocks and commodities for 2026
Money managers are heading into the new year with loud confidence on economic growth, stocks and commodities, and the latest ...
Bank of America predicts the S&P 500 will finish next year at about 7,100, representing a modest 4% increase from the ...
Longer-end Treasury yields have climbed since the last Fed meeting, even as Fed expectations have swung from hawkish to ...
"But as I said, this one has more legs in the sense that there are more things that are happening that throw doubt on how fast or how profitable all the AI buildout is going to be." ...
Retail investors drive stocks to a pre-Christmas all-time high—and Wall Street sees a moment to sell
Retail investors are so enthusiastic for risk assets that some people on Wall Street are starting to worry about it.
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