Global S&P Futures mixed in premarket

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BofA: 'we don’t expect the Fed to have positive earnings remittances until 2029'

December 2, 2025 8:20 AM UTC

BofA: 'we dont expect the Fed to have positive earnings remittances until 2029'.

The analyst comments "The Fed has officially ended its balance sheet runoff and funding pressures should lead to reserve management purchases starting soon. But this isnt the only recent development concerning the balance sheet. The Fed has also started to... More

BofA: 'Tweaking our call: 25bp cut in Dec, terminal rate unchanged'

December 1, 2025 6:25 AM UTC

BofA: 'Tweaking our call: 25bp cut in Dec, terminal rate unchanged'.

The analyst comments "We now think the Fed will cut by another 25bp in Dec. Several factors drive our new call: (1) the jump in the u-rate to 4.44% in the Sep jobs report; (2) Williams endorsement of a cut... More