StockNow
Log in
Market Analysis

BofA says USD could be supported in H2 from Middle East tensions, a hawkish Fed, AI-related hyperscaler investment

StockNow breaking-news AI analysis

BofA maintains a bullish USD outlook for H2 2026, citing 75bps Fed hike forecasts, Middle East-driven oil price surges, and massive AI-related capital inflows into the US economy.

News detail

The bank writes that higher oil prices, possible Fed rate rises, sustained US capital inflows and AI-driven inflation could strengthen the currency, despite soft June CPI and technology-sector volatility BofA has previously forecast 75bps of Fed hikes in 2026

1 stocks

What do investors think?

Curious what other investors think?Log in to see reactions and join the conversation.
Log in to view reactions

StockNow uses AI to translate and analyze information and does not guarantee its accuracy or completeness.

Today's market highlights

A selection of stories drawing attention in the market.

See more
U.S. Markets

Eli Lilly (LLY) Q2 2026 (USD): Adj. EPS 8.38 (exp. 6.01), Revenue 23bln (exp. 20.7bln)

LLYU.S. Economy

US ADP Employment Change (Jul) 44K vs. Exp. 70K (Prev. 98K)

Geopolitics

Gulf official tells CNN “50:50” chance US and Iran could reach deal by Friday, CNN reports; Iranian delegation does not include IRGC, which would need to sign off on details of provisional agreement