BofA Fund Manager’s Survey – Aug 2024

President Trump announced a three-day pause on 50% tariffs targeting roughly 5% of Canadian exports to the U.S., saying the two countries have reached a deal "subject to...

Iran fired two ballistic missiles toward the Strait of Hormuz on Tuesday, triggering UAE air defenses, as the Trump administration continues to absorb Iranian provocations through economic pressure...

China's Ministry of State Security has directed state-linked entities to uninstall customized Windows 10 software months ahead of schedule, citing data security concerns — a move that sent...

Citadel Securities says long-dated Treasury yields at near two-decade highs — with the 30-year topping 5.28% — reflect a market belief that policymakers take the easy route on...

The Bloomberg Dollar Spot Index fell to its lowest since May after soft July employment, inflation, and retail sales data drove traders to cut the probability of a...

Trump signed a national security memorandum mandating the Navy remove EMALS from Ford-class carriers and return to steam catapults, a multibillion-dollar reversal the service has long opposed.

The USS George Washington is being dispatched to relieve the USS Abraham Lincoln, whose grueling 9-month-plus deployment has strained crew conditions and drawn concern from lawmakers.

Trump unveiled a tiered tariff structure on drones and components — including a 100% rate on militarily sensitive models — aimed at curbing Chinese dominance and fortifying U.S....

Mexico's counterproposal to the Trump administration would expand tariff-free content in vehicles and reduce the top-line 25% tariff on non-US parts — a direct challenge to Washington's push...

Contrary to fears the refund process would be slow and messy, over 40 S&P 500 companies have already reported $9.6B in tariff refunds — with the money arriving...