Bank of America and Goldman Sachs forecast further appreciation of the yuan against the dollar in 2026

The yuan has jumped to its highest since 2023. What does this have to do with the US government debt?

Money is moving into energy, materials, ‌staples, and industrials, Citigroup notes

Reuters: Cheaper, smaller stocks benefitting from risk aversion in tech sector

Bank of America Corporation

The Magnificent Seven's market leadership faces a "major threat"

BofA calls smid-cap stocks 'best play' ahead of U.S. midterms

Super Micro Computer, Inc.

The AI server maker's margins fell below its own forecasts

Supermicro raised its sales forecast, and the stock soared. But there's reason to worry

Global fund managers showed the highest level of optimism since July 2021, with expectations of economic growth among them rising and the share of cash in portfolios falling to a record low 3.2%, a January Bank of America (BofA) survey showed. It was conducted among 96 respondents managing $575 billion in assets before U.S. President Donald Trump threatened European allies to raise duties on their goods until the Greenland situation is resolved, Reuters <a href="https://www.reuters.com/markets/wealth/global-investors-hit-hyper-bull-hedging-collapses-says-bofa-survey-2026-01-20/">writes</a>.

Markets hit 'hyper bullish' phase before Trump announces new duties - BofA survey

The Goldman Sachs Group, Inc.

Wells Fargo & Company

JPMorgan Chase & Co.

Warren Buffett's company failed to capitalize on the rally in the banking sector

'Worst decision': Barron's reveals how Berkshire missed out on $50 billion in profits

Citigroup Inc.

Shares of BofA, Wells Fargo and Citibank nonetheless fell in Wednesday trading

Best profits in four years: how three of the largest banks in the U.S. reported

Global investors note cheapness in Chinese stocks amid signs of accelerating corporate earnings growth 

Investment banks bet on a synchronized rise in Chinese stocks and the yuan in 2026

American Express Company

U.S. financial stocks declined in the premarket on Jan. 12 after U.S. President Donald Trump called for an annual cap on U.S. credit card interest rates, threatening a key source of revenue for banks and other lenders, Reuters <a href="https://www.reuters.com/business/finance/us-financial-stocks-fall-after-trump-calls-credit-card-rate-cap-2026-01-12/">writes</a>.

Trump's idea to cap credit card rates crashed US bank stocks

Berkshire Hathaway Inc.

Apple Inc.

Alphabet Inc.

UnitedHealth Group Incorporated

Occidental Petroleum Corporation

These are some of Berkshire Hathaway's latest bets under the leadership of the legendary investor, who is stepping down as CEO in January.

Alphabet, Apple, UnitedHealth: Buffett's most notable deals in 2025

Periods of such rosy market expectations have been seen only eight times in the 21st century 

BofA: investor optimism ahead of 2026 hits highest in nearly five years

Ferrari N.V.

Renault SA

Volkswagen AG

Bank of America has bet that some European automakers will be in a favorable position for price gains in 2026 thanks to a likely easing of regulatory rules, CNBC <a href="https://www.cnbc.com/2025/12/15/here-are-bank-of-americas-top-european-auto-picks-for-2026.html">reports</a>. The sector's relatively cheap stocks retain catch-up potential amid a possible revision of CO2 emissions regulations, according to Horst Schneider, head of sector research at BofA. The analyst predicts a traditionally strong first quarter for the sector, followed by a correction and a new upturn by the end of the year.