Monday, August 4, 2025

Boom..



Bank of America (BofA) suggests the US economy is moving away from the threat of stagflation and potentially towards a "cyclical boom". 

This shift is supported by factors like potential growth from Donald Trump's policies, increased AI investment, and a positive outlook for capital expenditures.

 "Regime Indicator" is also signaling a move from "Downturn" to "Recovery," historically associated with a rally in value stocks. 

BofA analysts believe the US has avoided the worst-case scenario of stagflation (high inflation and slow growth). 

The bank's strategists now suggest the possibility of a "boom" rather than just a cyclical recovery.    

Just a "Booming" thought.

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