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Federal Reserve's Daly: We've just started hearing that consumers might be running out of steam.

2026-11-14

Federal Reserve's Daly: We've just started hearing that consumers might be running out of steam.

Other News
2026-11-14

The U.S. Securities and Exchange Commission (SEC) has proposed reforms to the rules governing the disclosure of compensation for executives and directors of publicly traded companies.

The U.S. Securities and Exchange Commission (SEC) has proposed reforms to the rules governing the disclosure of compensation for executives and directors of publicly traded companies.
2026-11-13

BofA strategists led by Michael Hartnett say equity exposures have surged, with global equity funds registering an annualized $1.4tn of inflows this year — $656bn into U.S. equities, $222bn into tech and $78bn into Korean stocks. The The team says th

BofA strategists led by Michael Hartnett say equity exposures have surged, with global equity funds registering an annualized $1.4tn of inflows this year — $656bn into U.S. equities, $222bn into tech and $78bn into Korean stocks. The The team says these flows materially support equities but notes few investors are putting real money into shorts or underweights; risk assets have struggled over the past six months as bullish positioning collided with policy tightening. They retain a defensive stance until rate hikes end and financial conditions ease, flagging three potential triggers for a shift: U.S. crude below $70/bbl, USD reversing recent gains and the 10-year U.S. Treasury yield dropping below 4.5%.
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