A Bank of America analyst sees a stock bubble forming in the second half of 2025, fueled by the prospect of lower interest rates and tax cuts.

His team says a top trade is owning US growth stocks and international value stocks. A Bank of America analyst sees the risk of a speculative stock market bubble increasing as expectations that the ...

Investors directed significant funds toward cash and bonds in the past week, according to Bank of America. Strategists led by Michael Hartnett noted that if the S&P 500 moves above 6300 in July, it ...

Despite President Trump’s trade war, BofA strategists including Savita Subramanian and Jill Carey Hall predict that the S&P ...

The risk of a speculative stock-market bubble is increasing as expectations of US interest-rate cuts draw massive investment flows into equities, according to Bank of America Corp.’s Michael ...

The bank’s research team described market scenarios as "bubble or bust," with summer risk skewed toward the S&P 500 reaching 7,000 rather than falling to 5,000.