哈内特指出，美银的牛熊指标仍显示投资者情绪处于"极端"看涨状态，因为全球股指的广泛强势与信贷 市场的稳健表现，迄今抵消了股市资金流出的影响。 与此同时，美国股票基金的资金流向已恢复正向，在当周吸引了92亿美元资金流入。美银团队引用 EPFR Global数据称，欧洲基金出现了七周以来的首次资金流出，规模达4亿美元。 哈内特表示，他在2026年最看好的交易是做多债券、国际股票和黄金。自2024年末以来其对国际股票的 偏好已被证明具有前瞻性，期间美股表现相对落后。 智通财经APP获悉，美国银行策略师指出，全球股市正闪现超买警告信号，其移动均线水平已触及历史 显示风险资产应卖出信号的阈值。 以迈克尔·哈内特为首的策略师团队在一份报告中写道，截至1月28日当周，约89%的MSCI股票指数交 易价格已高于其50日与200日移动均线。该数据突破了该行视为卖出信号的88%临界点。 美银策略师表示，这种过度的市场仓位恰逢投资者当周从股票基金撤资154亿美元，突显了股市在冲高 过程中市场谨慎情绪正在升温。MSCI世界指数在1月27日创下历史新高，并有望创下去年9月以来最强 劲的月度表现。 ...

Core Viewpoint - The U.S. Treasury must prevent the 30-year bond yield from exceeding 5% to maintain economic stability [1] Group 1 - The chief investment strategist at Bank of America emphasizes the importance of keeping the 30-year bond yield below 5% [1]

Market Overview - The market is experiencing a broadening trend, with the S&P equal-weighted index outperforming the cap-weighted benchmark and small caps showing a comeback [2] - Current sentiment in the market has shifted dramatically, with a notable change from a pessimistic outlook to a more optimistic one, particularly regarding stocks and crypto [10] Sector Analysis - Consumer staples are identified as a sector with significant potential, despite being out of consensus bullish, as it is currently pricing in a lot of bad news [4] - The current administration's focus on affordability and domestic issues may positively impact sectors that have struggled, such as consumer staples [3] Economic Indicators - The economy is showing signs of growth, with nominal GDP running at approximately 8% and real GDP at 5%, alongside accelerating earnings growth and inflation near 2% [12] - There is a concern regarding the impact of rising interest rates on mega-cap growth companies, as they may struggle to maintain capital expenditures in a competitive environment driven by AI advancements [14] Employment Trends - A significant pause in hiring for white-collar professional services is noted, particularly affecting college graduates, who are increasingly returning to graduate school and incurring more debt [7] - The demand for new skilled labor is experiencing a slowdown, attributed to advancements in AI technology [8]

JPMorgan Chase & Co and Bank of America Corp on Wednesday said in separate releases that the companies will match the US government’s $1,000 “Trump Account” contributions for eligible employees whose children were born between the beginning of last year and the end of 2028.The two firms join several other corporations in announcing such a measure, with companies such as Visa Inc, Chime Financial Inc and BlackRock Inc also pledging to match the government’s Trump Account contributions, according to a CNBC re ...

Bank of America Corporation (NYSE:BAC) is one of the 11 Most Profitable Cheap Stocks to Invest In Now. On January 15, TD Cowen reduced its price target on Bank of America Corporation (NYSE:BAC) from $66 to $64 and kept its Buy rating. This update comes after the company reported Q4 2025 core earnings per share of $0.98, which was above market expectations. This beat was mainly driven by lower provisions and a slight upside in net interest income. Despite this, Bank of America Corporation (NYSE:BAC) share ...

Bank of America has appointed Vito Lo Piccolo as country executive for Italy, an internal memo showed on Wednesday, replacing Nino Mattarella, who is retiring from the firm. ...

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JPMorgan Chase (JPM) and Bank of America (BAC) said Wednesday morning that they will match the US government’s $1,000 contribution to so-called Trump accounts for thousands of their US employees. Trump accounts are a government program included in the One Big Beautiful Bill Act that the President signed into law last year. The tax-advantaged investment accounts are available for American children born between January 2025 and the end of December 2028 and come with a one-time $1,000 contribution from the U ...

ToplineJPMorgan will match the government’s initial $1,000 deposit in Trump accounts for newborn children for eligible employees in the U.S., the bank said Wednesday—as Bank of America also told employees it would offer to match deposits, according to a memo.The banks follow similar pledges from other companies including BlackRock and BNY.AFP via Getty ImagesKey FactsIn a statement, JPMorgan chairman and CEO Jamie Dimon said the contributions would be part of their “long-term commitment” to their 190,000 em ...

Bank of America will match the US government’s $1,000 contributions to Trump accounts for eligible employees, according to an internal memo sent to staffers Wednesday morning.The bank will also let employees make pre-tax contributions to these savings accounts for kids through payroll deductions, a copy of the memo obtained by The Post showed.As of July 4, a new program approved as part of President Trump’s One Big Beautiful Bill Act will allow parents to open tax-advantaged investment accounts for kids und ...