Bloomberg Bank of America Corp (BofA) strategists are bearish on markets next year and urged investors to focus on preserving cash as faster inflation and higher interest rates upend the trajectory of global asset prices. In a note to clients, strategists led by Michael Hartnett listed macro trade recommendations, including long positions on volatility gauges, oil, energy, the US dollar, ...

Bloomberg In a change of tone over the world’s two biggest emerging markets, global investors overseeing billions of dollars are slowly starting to favour China versus India — reversing a year-long trend that’s pushed stocks in opposite directions. BlackRock Inc. has upgraded Chinese stocks as policy hurdles ease, saying “the time to position in China is now,” while trimming its ...

Bloomberg One reason the first Covid-19 crash was so brutal back in March 2020 was all the froth that built up in markets before the virus landed. While there are differences for traders navigating the latest scare, a lot is the same, too. Chief among the similarities is a prevailing sense of comfort that investors found in solid economic data, ...