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AI bubble top tail risk, long gold most crowded trade according to BofA survey

  • The latest findings from the Bank of America Fund Manager Survey - February 2026
Giuseppe Dellamotta
17/02/2026 | 07:55 GMT
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Giuseppe Dellamotta
17/02/2026 | 07:55 GMT
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News
news market moving 2
News

What are the main events for today?

  • The UK employment report and the Canadian CPI data are the main highlights
Giuseppe Dellamotta
17/02/2026 | 05:41 GMT
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Giuseppe Dellamotta
17/02/2026 | 05:41 GMT
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News
news market moving 2
News

What are the main events for today?

  • The US in on holiday today and the calendar is pretty empty
Giuseppe Dellamotta
16/02/2026 | 07:19 GMT
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Giuseppe Dellamotta
16/02/2026 | 07:19 GMT
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News
USA
News

Reminder: US markets are closed today

  • It is a long weekend in the US in observance of Presidents' Day
Justin Low
16/02/2026 | 04:31 GMT
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Justin Low
16/02/2026 | 04:31 GMT
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News
Bessent
News

US Treasury secretary Bessent says that metals tariffs decision will be up to Trump

  • Remarks by US Treasury secretary, Scott Bessent, on a number of topics
Justin Low
13/02/2026 | 12:23 GMT
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Justin Low
13/02/2026 | 12:23 GMT
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News
central bank
News

How have interest rate expectations changed after this week's events?

  • We got a bit of a dovish repricing almost across the board, with the hot NFP report not changing much for the market
Giuseppe Dellamotta
13/02/2026 | 10:19 GMT
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Giuseppe Dellamotta
13/02/2026 | 10:19 GMT
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News
US INFLATION
News

What is the distribution of forecasts for the US CPI?

  • Knowing the range of expectations is important, but the distribution of forecasts is another key input in the market's reaction
Giuseppe Dellamotta
13/02/2026 | 09:23 GMT
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Giuseppe Dellamotta
13/02/2026 | 09:23 GMT
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News
news market moving 2
News

What are the main events for today?

  • All eyes on the US CPI today
Giuseppe Dellamotta
13/02/2026 | 07:25 GMT
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Giuseppe Dellamotta
13/02/2026 | 07:25 GMT
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News
news market moving 2
News

What are the main events for today?

  • The US Jobless Claims data is the only highlight
Giuseppe Dellamotta
12/02/2026 | 07:20 GMT
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Giuseppe Dellamotta
12/02/2026 | 07:20 GMT
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News
US JOBS
News

What to watch out for in the US labour market report later?

  • The report today won't be a straightforward one
Justin Low
11/02/2026 | 11:57 GMT
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Justin Low
11/02/2026 | 11:57 GMT
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News
NFP
News

What is the distribution of forecasts for the US NFP?

  • Knowing the range of expectations is important, but the distribution of forecasts is another key input in market's reaction
Giuseppe Dellamotta
11/02/2026 | 09:24 GMT
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Giuseppe Dellamotta
11/02/2026 | 09:24 GMT
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News
US NFP JOBS
News

All waiting on the US labour market report now

  • There's no other game in town until we get to the jobs data later in the day
Justin Low
11/02/2026 | 08:56 GMT
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Justin Low
11/02/2026 | 08:56 GMT
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News
news market moving 2
News

What are the main events for today?

  • All eyes on the US NFP report today
Giuseppe Dellamotta
11/02/2026 | 07:26 GMT
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Giuseppe Dellamotta
11/02/2026 | 07:26 GMT
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News
news market moving 2
News

What are the main events for today?

  • The highlights include the December US Retail Sales and the US Employment Cost Index
Giuseppe Dellamotta
10/02/2026 | 07:39 GMT
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Giuseppe Dellamotta
10/02/2026 | 07:39 GMT
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News
news market moving 2
News

What are the main events for today?

  • We don't have much on the agenda other than a few central bank speakers
Giuseppe Dellamotta
09/02/2026 | 07:13 GMT
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Giuseppe Dellamotta
09/02/2026 | 07:13 GMT
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