Bank of America
Macro
Markets
Bank of America Calls Fed Cuts Dead Until 2027—Even as Markets Price Geopolitical Relief
Hawkish inflation outlook collides with equity rally narrative as prolonged high-rate regime threatens AI capex, credit refinancing, and startup funding cycles.
Energy
Macro
Bank of America Reprices 2026 for $100 Oil and Stagflation as Iran War Breaks Macro Consensus
Wall Street's second-largest bank now models sustained triple-digit crude and 'mild stagflation' as base case, signaling institutional capitulation to geopolitical supply disruptions that force Fed rate-cut delays and upend post-2022 inflation assumptions.
Macro
Markets
Hartnett’s 2008 Warning: BofA Strategist Breaks Wall Street’s Crisis Silence
First explicit parallel to financial crisis from major strategist comes as Q4 GDP sinks to 0.7%, Treasury volatility spikes, and Iran conflict compounds stagflation fears