Investing.com — Bank of America’s Global Fund Manager Survey (FMS) for December signals a potential “sell” moment for risk assets, with cash levels falling to a three-year low and investor sentiment turning sharply bullish. The report notes that the average cash allocation among fund managers has dropped to 3.9% of assets under management (AUM), triggering

Investing.com — Bank of America strategists expect the Federal Reserve to cut the target range for the fed funds rate by 25 basis points to 4.25%-4.5% at its December meeting. With markets already pricing in nearly a full rate cut, attention will likely focus on the Fed’s communication regarding its future policy direction. BofA expects

Investing.com — The is more likely to drop below 5500 or rise above 7100 than remain within the range of consensus forecast in 2025, according to BCA Research. The firm believes that the range of forecast for the equity index is “too narrow.” The range of predictions for 2025 across sell-side strategist targets cluster around

Investing.com — Wedbush forecasts a 25% surge in technology stocks in 2025, driven by the continuing AI boom. The investment bank predicts AI-related capital expenditure (capex) will exceed $2 trillion over the next three years. According to Wedbush, three key factors will drive the tech industry’s growth. Firstly, the firm anticipates major AI initiatives from

Investing.com — Net positioning on the remains firmly bullish but showed a slight decline over the past week due to negative flows, according to Citigroup (NYSE:) strategists. “The large gap in net positioning on US vs European markets persists but began to narrow after reversals in flows on both sides of the pond,” strategists led

Investing.com — Here is your Pro Recap of the top takeaways from Wall Street analysts for the past week. InvestingPro subscribers always get first dibs on market-moving AI analyst comments. Upgrade today! Robinhood What happened? On Monday, Barclays (LON:) upgraded Robinhood Markets Inc (NASDAQ:) to Overweight with a $49 price target. *TLDR: Barclays upgraded Robinhood

Investing.com — The introduction of potentially sweeping tariffs could significantly reshape the economic landscape for both consumers and businesses, as flagged by analysts at Yardeni Research.  These measures, often presented as a way to protect domestic industries, carry a complex set of implications that could ripple across markets and households. For consumers, one of the

Investing.com — As the second week of December ended, several stocks experienced significant volatility, mostly as a reaction to their earnings results. Out of many, here are Investing.com’s stocks of the week:   Adobe Adobe (NASDAQ:) experienced a sharp decline after reporting disappointing guidance on Thursday, leading several analysts, including those from RBC Capital, Mizuho (NYSE:)

Investing.com — BCA Research has outlined three geopolitical trends it expects to emerge in 2025, driven by several major factors such as expected policies under Donald Trump’s second term, economic moves by China, and escalating tensions in the Middle East strategic recalibration on the global stage. View #1: ‘Trump Cuts Taxes, Hikes Tariffs’ BCA expects

Investing.com —  As artificial intelligence (AI) continues to reshape the market landscape, investors are questioning whether the AI rally, previously concentrated in a few key tech stocks, is now broadening to encompass a wider range of industries. Recent analysis suggests that the market may indeed be entering a new phase. According to a note by