The figure beat analysts' mean forecast of $14.27 billion in the fourth quarter. That marks the first time BofA has posted year-on-year NII growth since the third quarter of 2023. "We believe at ...

BofA needed a calm figure to lead the clean-up ... That’s what the administration’s saying. Does that mean they don’t want the research?” He lists scientific and industrial achievements ...

If the team of economists at BofA Securities is correct and rate cuts are over, it could also mean the two-year raging bull market is over. With the S&P 500 up over 20% for 2023 and 2024 ...

They explain that widespread AI adoption has happened more rapidly than PC and internet adoption in prior major technology cycles, which could mean that agentic AI is closer than expected.

BBVA is BofA's "25 stocks for 2025," with analyst ... with pricing power. BBVA fits that definition: its franchise has driven an ROTE premium to peers in Mexico, Türkiye and Spain, especially ...

BofA also flagged concerns about the sustainability ... With the potential for pricing to revert to mean, unit sales may become more critical for future growth, analysts concluded.

However, the landscape shifted dramatically at the end of January when Chinese startup DeepSeek announced that it developed AI models nearly on par with American rivals, despite using inferior chips ...

With that backdrop, BofA Global rates strategists Katie Craig ... Uncertainty around the assumptions mean "bill supply can vary greatly," the team said. Treasury-bill yields hit a peak above ...