• US500

BofA sees big ETF-led week of equity inflows

Bank of America reported a notable increase in equity inflows, primarily from ETFs, driven by institutional and hedge fund clients, with mixed sentiments across various sectors.

• HON
• US500

Elliott calls for Honeywell break up, takes $5 billion-plus stake

Elliott Management urges Honeywell to split into two businesses, emphasizing potential benefits and improved stock performance, following trends in the industrial sector.

• DXY
• IXF
• US10YT=X
• US2000
• US500
• XLE
• XLF

What are the economics of the Trump trade: BofA

Bank of America discusses market reactions to Trump's win, highlighting expected tariffs, rising rates, and deregulation effects across various sectors, affecting smaller companies and labor-intensive industries.

• US500

What are 'Trump Trades' and can they last

The article discusses the market phenomenon of 'Trump Trades,' highlighting boosted sectors, skepticism about longevity, and potential challenges facing the new administration's policies.

• PFE
• US500

Exclusive-Pfizer explores sale of hospital drugs unit, sources say

Pfizer is exploring the sale of its hospital drugs unit amid pressure from Starboard Value, aiming to reduce non-core assets and long-term debt while assessing buyer interest.

• US500

Former Fed official Mester sees fewer rate cuts in 2025 after Trump elected - CNBC

The Federal Reserve may slow rate cuts in 2025 due to potential tariffs under Trump, raising inflation concerns, as discussed by former Fed official Loretta Mester and ECB's Olli Rehn.

• US500

BofA's clients say US stocks will be best performing asset in 2025

• IYW
• NDX
• US2000
• US500
• XLF

BofA clients bought ETFs during election week at the fastest pace in a year

During election week, Bank of America clients became net buyers of US equities, marking significant inflows in large caps and corporate buybacks reaching record highs.

• AXJO
• FTXIN9
• HK50
• JP225
• KS50
• NDX
• STOXX50
• US2000
• US500

Post election market rally could stall on profit taking, Citi says

Citi strategists caution that profit-taking may limit gains in the post-election equity rally, though bullish positioning remains strong across US indexes.

• DXY
• US10YT=X
• US500
• VIX

Trump win means 'more inflation for the US' says economist

Capital Economics predicts Trump's election could lead to inflation and stronger GDP growth but faces barriers like Congress's makeup. Fiscal expansion might provoke bond market backlash.