Overbought conditions and high sentiment may lead to reversal of Q4 rally.
Bulls have been piling in but earnings season will be crucial.
Forecast has echoes of CIO's thoughts going into 2023.
China data and oil among key issues making traders cautious.
Meanwhile, pessimism is unusually low according to investor poll.
There are some significant hurdles facing the assets early in 2024.
BofA execs discuss market timing and the outlook for US growth next year at a roundtable.
Likelihood of a soft landing for the US economy sparked a market frenzy.
The firm's rally continues seemingly unabated.
Markets expect a hold, but this week's CPI data adds complication.
The bank’s bearish strategist sees a weakened stock market if bonds rally endures into the new year.
Scott Rubner says that investors should add portfolio hedges.
Strategist Michael Wilson sees volatility during December.
But not all of the bank's strategists are optimistic about next year's big stories.
Weak China data has added to growing pessimism.
Markets are becoming more convinced the Fed will cut rates in 2024.
Fixed income will be a strong asset class in 2024 amid economic challenges and overvalued equities.
‘The last of investors not convinced the Fed is done are likely throwing in the towel,' a portfolio manager says.
Traders are betting that CPI eased in October which should mean rates have peaked.
Minneapolis Fed chair raises doubts but what will Jerome Powell say this week?
