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Bond Selloff Is Mostly a Fed Story, Says BofA’s Cabana
Bloomberg Television· 2026-08-18 13:37
You really entertained us last time you were on the program. You talked about Fed chair Kevin Walsh not falling the bond. I wanna pick out on the the Fed piece of this.The influence they have over what we're seeing on the screen right now, how much of this is or isn't a Fed story. We think it's mostly a Fed story. Do you really.Just explain that. So when we have asked ourselves what is going on at the long end, we first start with the observation that the long end move has really been driven by The US. US l ...
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Bloomberg· 2026-08-18 09:40
Bullish investors have ramped up their stock holdings to the highest in almost five years, leaving no room for pessimists, according to BofA’s Michael Hartnett https://t.co/AaxViDBvo9 ...
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Bank of America CEO Brian Moynihan’s love of obscure, archaic words is part of a secret word game he’s playing with Wall Street analysts.🔗: https://t.co/mGkElMLtJt https://t.co/wIIpuQcHCH ...
Treasury yields passing 5% won't break the market, says Ritholtz Wealth Management's Josh Brown
CNBC Television· 2026-08-17 20:24
Okay, let's bring in our panel now. Merryill and Bank of America's Chris Heisy and I Capitals Chanali Bassic. Josh Brown of course is is still with us guys.It's great to have you here. Um it's funny that Oliver mentions, you know, what do you do. Do you you know sort of ride with the crowd, Chris.There's there's a big crowd of bulls. Is it too big. >> There's a big crowd of bulls until something hits the tape that they don't like and they kind of walk it back a little bit.Josh hit it on before. There's been ...
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Bloomberg· 2026-08-17 17:55
Barclays is tapping new leaders for its investment bank, promoting global markets chief Adeel Khan and hiring Mike Joo, a dealmaker formerly at Bank of America https://t.co/lu1lszBlXw ...