News list for " Bank of America"
Federal Reserve policymakers said at a meeting about a week after Trump's inauguration on January 20 that Trump's initial policy recommendations raised concerns about rising inflation at the central bank. According to published meeting notes, participants "generally pointed to upside risks to the inflation outlook" rather than risks to the job market. "Participants specifically cited potential changes in trade and immigration policy, the potential for geopolitical developments to disrupt supply ...
"DeepSeek proves that a single catalyst can trigger a collective outburst in stocks, similar to the resonance effect of the dotcom bubble," said BofA's head of US equity derivatives research. Click to view...
According to Bank of America, the Alibaba listing in 2014 led to the rise of China's "new economy" sector, attracting long-term global capital inflows, and DeepSeek may become the "Alibaba IPO moment" of the current Chinese stock market. The "holy grail" of China's Al development is not necessarily "best in class", but "good enough" to support China's large-scale AI applications and drive China's productivity growth and economic growth. The DeepSeek "shock wave" has a wide range of implications,...
Trump's trade, fiscal and immigration policy agenda is expected to trigger moderate inflation, BofA analysts wrote, predicting that the changes would be reflected in inflation in the second half of 2025. They noted that any additional tariffs in the coming weeks could bring the timeline forward. "A key question is whether policy changes will affect long-term inflation expectations," they said, adding that market-based measures of inflation remained within historical ranges. BofA reiterated its s...
Bank of America Securities said the new DeepSeek model has a positive impact on software, cloud computing, and cutting-edge AI.
Bank of America pointed out in its 2025 foreign exchange outlook that the strong momentum of the US dollar is expected to continue until..., the euro this year is the theme of trading this uncertainty, and Australia and the United States have the most tortuous trend. Despite a difficult start, there will be a strong recovery in the second half of the year.
Foreign 1. Bank of America: The dollar may remain strong in the short term, but is expected to weaken in the second half of the year. 2. Deutsche Bank: Central bank gold purchases have a greater influence on the trend of gold prices. 3. Wells Fargo: The Federal Reserve may not place too much emphasis on inflation caused by Trump's tariff policy. 4. Scotiabank: Canada must be ready to escalate its response to Trump's tariff threat. 5. Capital Economics: Inflation is driven by goods rather than se...
Foreign 1. Bank of America analysts: The flow of funds into euro investment-grade bonds will continue to increase. 2. Redfin: The number of houses for sale in the United States hit a four-year high in November. Domestic 1. CICC: 5G has begun to enter the return period and is optimistic about the recovery of data center performance in 2025. 2. Guosheng Securities: Further RRR cuts and interest rate cuts in 2025 are expected. 3. Huaxin Securities: Focus on the three main investment lines of the Ba...
Bank of America pointed out in its 2025 foreign exchange outlook that the strong momentum of the US dollar is expected to continue until..., the euro next year's theme is the uncertainty of trading, and Australia and the United States have the most tortuous trend. Despite a difficult start, there will be a strong recovery in the second half of the year.
Foreign 1. Bank of America: Non-farm payrolls are expected to exceed the previous value by a large margin in November. 2. Citi: The impact of martial law in South Korea may be short-lived. 3. Deutsche Bank: If OPEC + delays production increases, the oil price reaction may be neutral. 4. Capital Economics: The South Korean farce appears in a period of low sentiment and may have been a harbinger. 5. Mitsubishi UFJ: Political uncertainty in South Korea may continue, and President Yin's term seems t...
Strategists at Bank of America Securities expect Nvidia's earnings report on Wednesday to be more volatile than the next non-farm payrolls data, the consumer price index or the Federal Reserve's decision. They urged clients to hedge against the potential impact in case the results were disappointing. The team, which includes Gonzalo Assis and Kwon Oo-sung, said in a note to clients on Monday: "The market last week after the post-election rally...
The Bank of America Securities report pointed out that Meta's third-quarter revenue beat market expectations, mainly due to the benefit of artificial intelligence (AI) -driven usage and improved advertising targeting, while earnings per share continued to exceed expectations. The bank believes that Meta's AI-driven advertising improvement still has room for several quarters, seeing its strong growth momentum in 2025, including AI and video-driven usage growth trends, AI solutions (Advantage +) b...
U.S. short-term interest rate futures were little changed after the release of Federal Reserve meeting notes, still showing traders betting 25 basis points on a rate cut next month.
Hartnett, a well-known strategist at Bank of America, pointed out that the current market reaction to the Fed's 50 basis point rate cut seems to be following the playbook of "soft rate cuts" or "panic rate cuts". US stocks and credit markets are digesting the expectation of a 250 basis point Fed rate cut by the end of 2025 and an 18% increase in S & P 500 earnings. "Risk is not much better, so investors are forced to chase" the rally, and "bubble risk" is returning. For this madness...
According to the gold ten collation, including Bank of America, Goldman Sachs, Morgan Stanley, Barclays and Citibank and other Financial Institution Groups have predicted that the Federal Reserve will cut interest rates by 25 basis points tonight, and the dot plot will become the focus of market attention.
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