Bank of America explains how a market bubble could soon form — and lays out the perfect trade to combat it. Samuel O'Brient . Fri, Jun 27, 2025, 8:46 PM 2 min read. Spencer Platt/Getty Images.

A Bank of America analyst sees the risk of a speculative stock market bubble increasing as expectations that the Federal Reserve will cut interest rates continue to rise. In a note on Friday, BofA's Michael Hartnett highlighted a shift that he sees ...

Earnings Estimates: Analysts expect Bank of America to report second-quarter revenue of $26.81 billion, up from $25.54 billion in last year's second quarter, according to data from Benzinga Pro. The company has beaten analyst estimates for revenue in five straight quarters and in nine of the last 10 quarters overall.

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 would likely trigger a "sell signal.

During times of euphoria, the classic relationship between bonds and stocks tends to flip, according to the Bank of America strategists. Bond yields rose in 12 of past 14 asset bubbles, they wrote ...

Meghan Swiber, senior U.S. rates strategist at Bank of America's investment banking arm BofA Securities, joins WSJ’s Take On the Week podcast to share how investors should think about the U.S. Treasury market’s recent moves.

One Bank of America strategist believes this week's jumbo interest-rate cut by the Federal Reserve risks reigniting a potential bubble in stocks. Stocks rallied on Thursday as traders came around ...

A Bank of America analyst sees a stock bubble forming in the second half of 2025, ... Bank of America explains how a market bubble could soon form — and lays out the perfect trade to combat it.