• US500

What would it take for the Fed to hike? BofA weighs in

Bank of America analyzes potential Federal Reserve interest rate hikes due to strong economic data, emphasizing inflation concerns and recommending strategies for bank stock investors in 2025.

• US500

What would it take for the Fed to hike? BofA weighs in

BofA analysts discuss conditions for potential Fed interest rate hikes, focusing on inflation indicators, rising Treasury yields, and implications for bank stocks in 2025.

• DXY
• US10YT=X
• US500
• VIX

Barclays expects just one 25bp Fed rate cut this year

Barclays forecasts a single 25bps rate cut from the Fed in June 2025, driven by strong economic data despite mixed inflation signals and expected second-half inflation resurgence.

• US10YT=X
• US500
• USD/CNY

Morning Bid: Hot US jobs data stoke yield fire, scold stocks

This article forecasts a volatile Monday for Asian markets due to rising bond yields and inflation fears stemming from U.S. employment data, alongside cautious trade expectations from China.

• BAC
• C
• CL
• GS
• JPM
• LCO
• MS
• US500
• WFC

Top 5 things to watch in markets in the week ahead

Inflation data, bank earnings, UK economic conditions, China data, and U.S. oil sanctions shape market expectations and investor sentiment for the week ahead.

• US10YT=X
• US500

Jobs report fuels Treasury yield surge as markets brace for 5% threshold

The surge in U.S. Treasury yields follows a positive jobs report, increasing concerns about prolonged high interest rates and inflation, impacting bond and stock markets significantly.

• US500
• VIX

Wall Street 'fear gauge' at 3-week high as stocks sink

Wall Street's volatility index rose as job growth impacts interest rate outlooks, reflecting increased anxiety among investors despite the S&P 500 nearing record highs.

• US500

Wall Street analysts react to latest NFP data

US non-farm payroll data shows reduced unemployment at 4.1% and 256,000 job gains, with mixed reactions from analysts regarding future Federal Reserve rate cuts.

• DJI
• NDX
• US500

BofA changes its Fed forecast, says cutting cycle is over

Bank of America predicts the end of the Fed's interest rate cuts cycle due to a strong labor market and persistent inflation above target levels.

• US10YT=X
• US500

Column-Sinking U.S. equity risk premium rings alarms: McGeever