Tag: Bank of America (BofA)
Beating increased trading costs in the 2-year Treasury
Two-year Treasury volatility has jumped in March, as yields rose rapidly, reflecting weakening confidence in future rate cuts being made by the US Federal...
Mixed results at dealers as rates and FX power US Q4...
JPMorgan had the largest fixed income, currencies and commodities (FICC) revenues amongst US banks at US$5.4 billion for the last quarter of 2025 with Goldman showing the strongest year on year growth on rates and FX trading. Citi and BofA FICC results were...
Investor Demand: Investor wariness over AI stocks balloons
Global fund managers viewed the AI equity bubble as the biggest tail risk in October, according to BofA’s Global Fund Manager Survey.
Concerns grew from...
BofA: deluge of hyperscaler issuance steady at US$100bn in 2026
According to Yuri Seliger and Sohyun Marie Lee, credit strategists at Bank of America, in a note published on 17 November, the total of...
Investor Demand: BofA finds investors still upbeat despite AI bubble risks
The latest Bank of America ‘European Fund Manager Survey’ has found that investor confidence has returned as stronger growth and sticky inflation creates a...
Investor demand: ECB has market pricing govies as if investors favour...
Market pricing since 21 May reads as if investors prefer US duration over euro-area duration: 10-year US Treasuries (UST) have rallied by 42 basis...
Investor demand: Dollar weakness trumps French political instability
Despite a French sovereign debt downgrade to A+ by Fitch over the weekend, the euro has risen to new highs for the year (1.188)...
Rosy picture for credit dealers as they lower IR risk
US dealer exposure to interest rate risk in their investment grade (IG) bond inventories hit its lowest level for twelve months in week of...
Mexican bond markets: Keep your friends close
Sitting next to the US in the current trade war meant that Mexico avoided the highest bracket of US tariffs, thanks to its existing...
US president to oversee financial institution regulation amid deregulation drive
New executive orders signed by US president, Donald Trump, have given him oversight of all US financial regulation, outside of monetary policy, while also...
