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A Bank of America fund manager survey shows that fund managers have increased their U.S. equity allocations to the highest level since December 2024.

2026-07-14

A Bank of America fund manager survey shows that fund managers have increased their U.S. equity allocations to the highest level since December 2024.

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2026-07-14

Federal Reserve Governor Waller said he does not want premature rate hikes that could trigger a recession, but warned the Fed should avoid repeating the mistake of delaying action while price pressures rise. He said the labor market is far less overh

Federal Reserve Governor Waller said he does not want premature rate hikes that could trigger a recession, but warned the Fed should avoid repeating the mistake of delaying action while price pressures rise. He said the labor market is far less overheated than during the 2022–23 tightening and there are credible reasons to expect inflation to continue falling without additional tightening, but evidence that firms and investors expect that decline is insufficient to justify waiting. Waller warned that if the Fed waits until confidence fades it will have to raise rates more aggressively and said the central bank cannot afford to ignore inflation until it disappears.
2026-07-14

US President Trump: The United States is targeting Iranian capabilities related to the Strait of Hormuz.

US President Trump: The United States is targeting Iranian capabilities related to the Strait of Hormuz.
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