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BofA raises risk scenarios if Fed rate hikes miss inflation 2% target.

It’s time for investors to prepare for the risk that the Federal Reserve raises its benchmark rate above 5%, according to Bank of America Corp. strategists.

The stock market rebounded from solid losses weekly to turn mixed, with the Nasdaq leading a bullish move in a day two reaction to a hawkish Fed.

Federal Reserve Chairman Kevin Warsh and Treasury Secretary Scott Bessent are at odds over how to manage the benchmark 10-year Treasury yield.

Utility bills grew faster than overall inflation over the summer, a Bank of America report found, as summer heat, modernization of the US power grid, and the data center build-out contribute to higher costs.

In an interview with CNBC, Cabana said he sees a 25-basis-point increase as the most likely outcome.

Rising oil prices and a 10-year Treasury yield climbing to around 5% have raised concerns about consumer spending and restaurant operating costs.

Oil prices and bond yields continue to rise, and stocks continue to struggle, as the Fed gets together to talk about inflation and interest rates.

US equity futures were pointing lower on Tuesday as traders await the Federal Reserve's latest polic

Central banks from much of the Group of Seven face a pivotal week as mounting inflation risks heap pressure on them to raise interest rates. David Tinsley, Senior Economist for Bank of America, discusses the outlook for the US consumer and what he expects to see from the Fed's rate decision this week.

Friday’s hotter-than-expected core inflation report has put a Federal Reserve rate hike firmly in play, leaving investors with a more useful question: which stocks could benefit if Chair Kevin Warsh delivers next week? And which might suffer? Polymarket traders put...

Bank ETFs are in focus as rising inflation lifts Fed rate hike odds, creating potential tailwinds and risks for the banking sector.

Bank of America flagged September 11 CPI as the more decisive signal for the Fed rate path, Bitunix analysts said.

The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.

The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.

Bank of America (NYSE:BAC) and other major US banks are publicly disputing the Federal Reserve's proposed revision to the GSIB capital surcharge for large institutions. The clash centers on how the updated surcharge would affect required capital buffers for the biggest banks and the rules that govern those calculations. Bank executives are warning that higher required capital could influence lending activity and overall balance sheet use across the largest US lenders. The disagreement has...

JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing

By Pete Schroeder WASHINGTON, Aug 27 (Reuters) - Wall Street's most powerful banks fought side by side for years to relax capital rules, but with victory in sight, that alliance has fractured.

BofA says investors continue to overlook value stocks, which work particularly well in a new era of higher interest rates and inflation.

Most investors expect the global economy to experience stagflation, or weak growth combined with high inflation, in the next 12 months, Bank of America's global fund manager survey for August shows. The survey also shows a net 14% of investors expect stronger economic growth over the next 12 months, down from 21% last month.

Speculative investors are increasingly betting the Reserve Bank of Australia will raise interest rates again in November as inflation remains above the central bank’s target.

BofA's Aditya Bhave defends the bank's three-hike Fed forecast after July's CPI report, saying tightening remains incomplete.

(Bloomberg) -- Yen traders are ramping up options market activity ahead of key US inflation data, turning to derivatives for flexibility amid a lack of consensus on the currency’s direction.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unleashes $28 Tril

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”

(Bloomberg) -- US stocks may be sitting at a record, but anxiety about everything from geopolitics to inflation and a divided Federal Reserve is keeping animal spirits at bay. And that may be just what the rally needs to continue. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimSto

(Bloomberg) -- Kevin Warsh’s embrace of financial markets to help the Federal Reserve do its job would mean trading more precise policy tools for a blunt instrument.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksIt can work, but it’s an ineffic

During an interview with CNBC, Moynihan said inflation had been easing before picking up again due to the effects of tariffs and the war on prices, adding that those pressures are now beginning to subside.

(Bloomberg) -- Treasury Secretary Scott Bessent’s debt-management team has rebuffed Wall Street suggestions to tweak its guidance for future sales of US Treasuries for so long now that many dealers have abandoned predicting a change anytime soon.Most Read from BloombergTrump Says US to Hold Off Iran Attack If Deal AgreedSaudi Prince Concerned Over Trump’s Iran Strike Plan: AxiosSingapore's Gated Island for the Rich Is Marred by Decayed HomesTrump Says Iran Talks to Begin Monday After Scrapping A

Financial stocks like XLF, JPMorgan, and Bank of America hit new highs on strong Q2 earnings as investors rotate out of technology, though bank shares pulled back ahead of the Fed meeting.

In their wake, the bank’s wealth management unit suffered an exodus of financial advisors. Wedding-related spending has increased 8.5% year over year so far in 2026, according to Bank of America payments data. Inflation is playing a role, but so is social media: A majority of respondents to a BofA survey said the era of digital connections and scrolling has introduced additional expenses, such as hiring content creators to capture and share the special day.