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- BofA weighs in In a European equity strategy note, BofA said the AI capital expenditure boom has created "a macro and BofA pointed.......
- 위험천만한 세계 경제, 그러나 파티 분위기의 펀드 매니저들 간단 브리핑 이 글은 Financial Times의 "Forget the bond rout, fund managers are in party mode"을 번역해 옮긴 것으로, 간단히 글로벌 펀드 매니저들의 '극단적 낙관론' 이러한 악재에도 불구하고 BofA(뱅크오브아메리카)의 8월 펀드 매니저 설문조사(FMS)에 따르면, 자본 배분가들은 상황을 매우 긍정적으로
- BofA Sees Nvidia Trading at Up to 50% Discount on AI Risks BofA Sees Nvidia Trading at Up to 50% Discount on AI Risks · Bloomberg · Bloomberg Ryan Vlastelica Tue could be trading at a discount of as much as 50%, as investors overstate risks related to the leader in
- BofA warns investors to take profits as 70% of the bank's bear market signals flash red BofA warns investors to take profits as 70% of the bank's bear market signals flash red Jake Conley Jake Savita Subramanian wrote in a recent client note.
- BofA now sees no Fed rate cuts until 2028 Analyst Aditya Bhave said BofA expects the Fed to raise rates by 25 basis points in each of September