U.S stock-market outperformance to end? Bank of America, says, fiscal slowdown and lower immigration rates pose risks; DeepSeek to challenge tech-stock valuations
Bank of America's top strategist Michael Hartnett suggested that US stocks might stop outperforming global markets due to ...
The days of US stock outperformance are over as DeepSeek threatens AI returns, Bank of America warns. These 2 'quiet' trades are 'breaking with upside' instead.
"DeepSeek means peak in AI capex return expectations," says Bank of America's top global strategist Michael Hartnett.
Tech giants to turn into 'Lagnificent 7' as U.S. exceptionalism peaks, say Bank of America strategists
Strategists at Bank of America, led by Michael Hartnett, used the term "Lagnificent 7" to describe what may be coming for the grouping of Apple Inc. (AAPL), Microsoft Corp. (MSFT), Alphabet Inc.
Swissinfo6d
Asia Eyes Soft Open After Fed, US Tech Earnings: Markets Wrap
Asian stocks were poised to track their US peers lower on Thursday after the Federal Reserve held rates unchanged as expected, with Chair Jerome Powell saying officials were not in a hurry to lower ...
Strategist Who Coined the Magnificent Seven Warns US Tech Is Set to Lag
US big tech stocks are set to become the “Lagnificent 7” this year, Bank of America Corp.’s Michael Hartnett warned, ...
Stock market today: Asia shares trade mostly lower as as investors weigh impact of US-China tariffs
Asian shares are trading mostly lower as markets mull the impact of tariffs being imposed by the United States and China ...
Hedge funds bet Trump trade war will spark global recession
Hedge funds scrambled to sell shares in North American and European companies last month in a sign that the world’s top money ...
Foreign Affairs1d
Turning Inward Won’t Secure America’s Interests
ROGER W. FERGUSON, JR., is the Steven A. Tananbaum Distinguished Fellow for International Economics at the Council on Foreign Relations.
Hitting a high note: Who is Chandrika Tandon, the India-origin banking expert who won at the Grammys?
Indian-origin vocalist Chandrika Tandon, 71, earned the highest musical laurel for her album ‘Triveni’ in the Best New Age, ...
Visa Inc. (V) Q1 2025 Earnings Call Transcript
Q1 2025 Earnings Conference Call January 30, 2025 5:00 PM ETCompany ParticipantsJennifer Como - Senior Vice President & Global ...
An easing ECB would surely balk at 'Plaza2' idea: Mike Dolan
There is a persistent murmur in financial markets that the Trump administration may push through a grand bargain to weaken ...
VOV Online3d
Japanese businesses eye Vietnam as attractive investment destination
The Japan Bank for International Cooperation (JBIC ... particularly Southeast Asia and North America. Japanese sushi chain Genki Sushi to open stores in Vietnam VOV.VN - The Japanese sushi chain Genki ...