Bank of America Urges Fed to Raise Rates Now as Core Inflation Stays Elevated

Macro
โดย 24/7 Wall St.·Read original
Summary · why it matters

Bank of America says the Federal Reserve should start raising interest rates soon because underlying inflation remains meaningfully above the 2% target. The bank's Global Research Bureau of Economic Analysis estimates that even after excluding temporary factors, core PCE inflation would still be 2.5%, little changed from a year ago. The team argues that persistently elevated core inflation and a stable labor market call for tighter monetary policy rather than an extended pause. The report highlights four dividend-paying stocks that could benefit if rates rise: U.S. Bancorp in financials, Enterprise Products Partners in energy, Bristol Myers Squibb in healthcare, and Stanley Black & Decker in industrials.

Impact on stocks 6

Financials▲ · 2 stocks
U.S. Bancorp
USB
▲ PositiveMonetaryrelevance

Highlighted as a dividend stock that could benefit from rising rates.

Bank of America Corp
BAC
± MixedMonetaryrelevance

Bank of America's research team urges Fed rate hikes, but the bank itself is mentioned as the source, not as a beneficiary.

Biotech & Genomic Medicine▲ · 1 stocks
Energy▲ · 1 stocks
Industrials▲ · 1 stocks
Artificial Intelligence▲ · 1 stocks
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