BofA strategists led by Michael Hartnett say a strong Republican showing on Nov. 3 — including the party holding the Senate and Greg Abbott winning reelection as Texas governor — would extend the US equity rally, with AI-related names particularly favoured and markets potentially moving toward ‘bubble-like’ 2027 dynamics. By contrast, BofA warns a Democratic pickup of the Senate and an Abbott defeat would trigger a greater-than-10% equity selloff and push the dollar and Treasury yields lower int

2026-08-14

BofA strategists led by Michael Hartnett say a strong Republican showing on Nov. 3 — including the party holding the Senate and Greg Abbott winning reelection as Texas governor — would extend the US equity rally, with AI-related names particularly favoured and markets potentially moving toward ‘bubble-like’ 2027 dynamics. By contrast, BofA warns a Democratic pickup of the Senate and an Abbott defeat would trigger a greater-than-10% equity selloff and push the dollar and Treasury yields lower into year-end. Separately, Goldman strategist Snider recommends buying index volatility in the months ahead of the election.

其他消息
2026-08-14

道瓊斯指數8月13日(週四)收盤上漲69.81點,漲幅0.13%,報53840.08點; 標普500指數8月13日(週四)收盤上漲50.65點,漲幅0.65%,報7799.15點; 納斯達克綜合指數8月13日(週四)收盤上漲214.54點,漲幅0.81%,報26803.03點。

2026-08-14

On Aug 14 Senior Colonel Chen Xi, spokesperson for China's Ministry of National Defense, criticised Taiwan's Han Kuang 42 exercise, citing reports that Lai Ching‑te rehearsed a 'wartime escape' route, a tank lost components, a fighter overran a runway, and simulated communications slowdowns and staged network outages provoked public panic. Chen accused the DPP of manufacturing war panic and exposing civilians by turning cities into battlefields, warned that 'Taiwan independence' is a dead end th