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.

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.

The U.S. stock market is approaching a potential turning point, warns Bank of America’s Michael Hartnett, who sees the S&P ...

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 ...

Earnings Estimates: Analysts expect Bank of America to report second-quarter revenue of $26.81 billion, up from $25.54 ...

Bank of America (BofA) is unveiling its outlook for the S&P 500 for the rest of the year as the stock market surges to new record highs.

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 ...

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

After a torrid six months, the bulls head into 2025-26 firmly in control. Three forces can keep the rally running – Donald Trump is the most important.

Meghan Swiber, senior U.S. rates strategist at Bank of America's investment banking arm BofA Securities, joins WSJ’s Take On ...

Bank of America warns of a bubble in US growth stocks echoing the "Nifty Fifty" and "dot-com" eras. Concentration in US stocks is significantly above historical norms, BofA said.

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 ...