{"id":293394,"date":"2025-11-18T21:05:09","date_gmt":"2025-11-18T21:05:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/293394\/"},"modified":"2025-11-18T21:05:09","modified_gmt":"2025-11-18T21:05:09","slug":"ai-bubble-and-overvalued-equity-markets-raise-concerns","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/293394\/","title":{"rendered":"AI bubble and overvalued equity markets raise concerns"},"content":{"rendered":"<p>The bottom line in the Bank of America\u2019s November survey of global fund managers is that they are so enthusiastic about equities and commodities that their positioning has become \u201ca headwind not tailwind for risk assets\u201d.<\/p>\n<p>In addition, equities are poised for a further correction, BofA said \u2013 following the sell-off to start this month \u2013 if the <a href=\"https:\/\/www.afr.com\/markets\/equity-markets\/fed-still-on-track-to-cut-rates-in-december-wall-st-20251030-p5n6e1\" rel=\"nofollow noopener\" target=\"_blank\">Federal Reserve fails to cut interest rates<\/a> in December. The probability of a rate cut stands at 50 per cent, down from more than 90 per cent a month ago.<\/p>\n<p>Loading&#8230;<\/p>\n","protected":false},"excerpt":{"rendered":"The bottom line in the Bank of America\u2019s November survey of global fund managers is that they are&hellip;\n","protected":false},"author":2,"featured_media":293395,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,63,105],"class_list":{"0":"post-293394","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-au","12":"tag-australia","13":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/293394","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=293394"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/293394\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/293395"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=293394"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=293394"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=293394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}