Bank of America's Michael Hartnett sees falling bond yields as a contrarian opportunity for 2026—unless Trump's potential ...

Conversely, assuming the market does not pull back—or a revesal is temporary—he predicts EPS growth of 9% for stocks in 2026 despite increased U.S. unemployment, and the threat of “bond vigilantes ...

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 Bank of America Corp.

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 ...

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 ...

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 ...

If stock investors say they're panicked about an impending downturn, they're not putting their money where their mouth is. In the week through this Wednesday, US stocks notched the biggest weekly ...

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 ...

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

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 ...

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 ...