Moreover, as Hartnett points out, globalization peaked in the last decade. For him, this zeitgeist translates into ...

The year-end rally in equities is at risk from a Federal Reserve outlook that’s too cautious on the economy, according to ...

In 1881, U.S. railroad stocks, representing the revolutionary technology of the day, accounted for 63% of U.S. stock-market capitalization. So why can’t the Magnificent Seven, which currently make up ...

It wasn't the case on Friday, but silver's surge has come at oil's expense. This chart from Bank of America notes that oil is ...

(Bloomberg) -- With the odds tilting toward both Donald Trump winning the US presidential election and Republicans controlling Congress, investors have started ramping up assets which had thrived in ...

A sharp divide is emerging on Wall Street. Bank of America's strategist Michael Hartnett says that President Donald Trump‘s economic policies are lifting capital-rich tech giants rather than ...

“Some stocks like it hot, some don’t,” the bank’s strategist Michael Hartnett said in a note, arguing that credit markets are ...

The risk of a bubble in stock markets is rising as monetary policy loosens alongside an easing in financial regulation, according to Bank of America Corp. strategists. The team led by Michael Hartnett ...

Bank of America strategist Michael Hartnett has voiced concerns about a possible bubble in the AI stock market. This comes in light of valuation metrics reaching historic highs. Hartnett has pointed ...

Stocks look poised for gains amid a fresh Fed easing cycle, BofA's Michael Hartnett says. But that means investors once again exposed to risks of a tech bubble inflating anew. Hartnett says investors ...

The turbulence in global financial markets has yet to reach proportions that would signal worries about a hard economic landing, according to Bank of America Corp.’s Michael Hartnett. Even as the S&P ...

AI optimism is driving the S&P 500 price-to-book ratio to records, surpassing dot-com levels. High valuations reflect expectations for AI-driven earnings. While the ratio's level is head-turning, it ...