Is the rebound in US stocks about to peak? Bank of America strategists warn: Beware of "good news fully priced in"
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Michael Hartnett, Chief Investment Strategist at Bank of America, warned that the recent rebound in U.S. stocks may be nearing its end, and investors should be cautious of the trading logic of "buy on expectations, sell on facts." Although trade policy easing has driven the S&P 500 index up by 14%, it is still down 3.7% year-to-date. Hartnett suggests a "heavy bond, light equity" approach for 2025 and emphasizes the importance of monitoring U.S.-China tariff negotiations and Trump's trade agreement with the UK, reminding investors to pay attention to the alignment between policy details and corporate earnings prospects
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