Investors with a lot of money to spend have taken a bullish stance on Bank of America (NYSE:BAC).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with BAC, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spot ...

Bank of America thinks that the stock market’s “easy” leadership era is buckling, and it’s not because the economy is suddenly falling apart. In a Friday note reported by Business Insider, Michael Hartnett’s team argued that the early-2020s era, when Big Tech (and the Magnificent 7) could do no wrong, is over, and that it’s time to watch the market segments that actually look like the economy. A big part of that is that the AI boom is effectively dragging hyperscalers into a significantly heavier spendi ...

However, the Dow is actually managed by a group of people: The S&P Dow Jones Indices Index Committee (more on them below), who try to make sure that the price movements of a single company don’t distort the index’s main objective, which is to be a reflection of the broader market. This committee meets monthly and makes changes to the index on an “as-needed” basis, which includes adding or removing components.Stock splits also wreak havoc on the index: When Apple ( AAPL ) split 4:1 in 2020, for example, its ...

美国银行（Bank of America）指出，美股走弱可能会对债市产生重大风险。策略师表示，如果再平衡资 金流减弱，债市的一个重要需求来源将会萎缩。 本周的市场可能会因就业增长、CPI数据以及大量财报的发布而产生更多火花。 过去几年，美股涨势如虹。但随着道琼斯指数突破50000点大关，向上的动能可能会逐渐消失。对此， 由Eleanor Xiao领导的美国银行利率策略师团队发布了一份有趣的研究报告。他们发现，自2021年以来 的美股上涨为债市带来了大量资金流入，这是由于投资者需要将投资组合重新平衡至所谓的"60/40平衡 型配置"（即60%的股票和40%的债券）。 根据计算，资产每增加10万亿美元，投资组合每月就会卖出约370亿美元的股票，并买入同等金额的固 定收益资产，包括美国国债、企业债和抵押贷款支持证券。 来源：金十数据 美国银行最新报告揭露了一个连锁反应，当美股涨势熄火，竟然会直接引爆债市需求端的结构性"贫 血"！过去5年，那股支撑市场的神秘力量正在悄然撤退…… 本周的市场可能会因就业增长、CPI数据以及大量财报的发布而产生更多火花。 这听起来数额巨大，事实也确实如此。据他们测算，自2021年以来，这 ...

Core Viewpoint - A slowdown in rebalancing flows may significantly reduce a crucial source of demand in the bond market [1] Group 1 - Rebalancing flows are essential for maintaining liquidity and demand in the bond market [1] - A decrease in these flows could lead to increased volatility and reduced investor confidence [1] - The bond market's reliance on rebalancing flows highlights the interconnectedness of various financial markets [1]

Bank of America Corporation (NYSE:BAC) is one of the best affordable long term stocks to buy according to hedge funds. On February 3, Bank of America Corporation’s (NYSE: BAC) Board declared a $0.28 per share for Q1 2026. This matches the amount paid in the previous quarters since July 2024, when management raised the quarterly dividend from $0.24. Bank of America (BAC) Maintains Dividend Amid Strong Earnings and Moderate Outlook Pixabay/Public Domain Meanwhile, on January 15, TD Cowen lowered its price ...

What is the biggest driver. Because that need to consolidate has been around. Is it just that the regulation is letting the banks do this now.>> Well, scale has never been more important. And to put things in context, the bank that just sold, it takes them, it would have taken them a decade and a half of spending to equal what JP Morgan's going to be spending just on technology this year. So, it's never been more competitive.But also, the regulatory environment, it suppressed the level of bank mergers. I th ...

U.S. stocks surged on Feb. 6 in a stunning turnaround that saw the blue-chip Dow soar more than 1,200 points to pierce and close above the 50,000 mark for the first time ever. "The Dow reaching 50,000 is less about celebration and more about confirmation," said Gina Bolvin, president of Bolvin Wealth Management Group, in an email. "Markets have adjusted to higher rates, slower growth, and global uncertainty—and still moved higher. That tells us confidence is real, and 2026 will be less about the (Federal ...

I do think it's a reflection of the strong year 2025 M&A is returning. Not only is it returning, but there are signs that it's going to continue into the year ahead. So that's an important kind of factor when banks are thinking about both how to reward their people, but also how to keep expenses in check.It's a fine line that they're walking. And when they're talking to their investors, at the end of the day, they want to keep their best talent, but they also can't overpay and then worry about down the line ...

智通财经APP获悉，美国银行策略师团队表示，随着美国中期选举临近，科技龙头吸引力消退，美国中 小盘股成为当前最佳投资选择。 由Michael Hartnett领衔的团队指出，美国总统特朗普为压低能源、医疗、信贷、住房及电力价格实施 的"激进干预"政策，正对能源巨头、制药企业、银行及大型科技等板块构成压力。这使得中小盘股成为 美国中期选举预热阶段"行情爆发"的主要受益者。 本周纳斯达克100指数录得自4月以来最大三日跌幅，下跌4.6%。此外，今年年初至今，标普500指数表 现落后于其等权重指数4.2个百分点。 美银表示，企业商业模式正从"轻资产"向"重资产"转型，这一转变对所谓"七巨头"科技股的市场主导地 位构成"重大威胁"。 该团队指出，今年大型科技股的AI资本支出预计约为6700亿美元，占其现金流的96%，而2023年这一比 例仅为40%。他们称："这些企业的资产负债表优势不再，大规模股票回购时代也已落幕。" 值得一提的是，Hartnett自2024年末起便看好国际股票，这一判断已被验证极具前瞻性——此后美股表 现持续落后于全球其他市场。 他们在报告中写道："在特朗普支持率因政策转向民生保障问题而回升前，我 ...