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.

US stocks are set to decline in the event of dovish signals from the Federal Reserve at the Jackson Hole economic symposium ...

Michael Hartnett has raised concerns about the S&P 500's record-high price-to-book ratio, indicating the possibility of an AI ...

Bank of America’s Michael Hartnett sees renewed dollar selling and thinks bond traders would be confounded by 10-year yields ...

With U.S. stocks sitting near record highs, Wall Street analysts say one key metric is starting to draw dotcom bubble comparisons. The S&P 500's price-to-book value ratio has climbed to 5.3, a touch ...

Bank of America cautions investors about high equity market valuations. The S&P 500's price-to-book ratio exceeds the dot-com ...

Markets poised for ‘big breakout/breakdown’ as dollar weakens: BofA’s Michael Hartnett May 31, 2025 3:09 PM ET S&P 500 Index (SPX), IXG By: Rob Williams, SA News Editor 9 Comments Play (5min) ...

Investors are pulling money from US equities and flocking into cash funds, Bank of America Corp.’s Michael Hartnett said, amid renewed concerns that sweeping tariffs are crimping economic growth.

The team led by Michael Hartnett said the world policy rate has fallen to 4.4% from 4.8% in the past year as central banks in the US, UK, Europe and China slashed borrowing costs. The rate is ...

Hartnett said he expects US shares to sell off again if the yield on 30-year Treasuries climbs above 5%, from around 4.87%. Still, he said the current yield level “holds for now.” ...

For now, Hartnett and his team say they remain buyers right now of "dips" in bonds, international stocks and gold (GC00), and sellers of S&P 500 and U.S. dollar DXY rallies. -Barbara Kollmeyer ...