bofa global research

Global Research and Market Insights

Candace Browning
Head of BofA Global Research

August 24, 2025

Must Read Research: U.S. consumer stocks idiosyncratic but Fed cuts could improve backdrop

This week we scale into a few key market debates, from the health of the U.S. and Chinese consumer to the future of auto insurance in an autonomous world, to whether Powell’s Jackson Hole speech is as monumental as the location’s backdrop.

 

Also featuring commentary from U.S. Watch

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