BAC · News · 20260922N

Trading Revenue Outlook

BANK OF AMERICA CORP /DE/ · 2026-09-22 · Importance 34 · Surprise 42

Bank of America’s credit-trading desk is being affected by the bank’s cautious participation in the AI-related debt market. Companies have issued more than $400 billion of AI infrastructure debt in 2026, generating substantial trading volume that BofA has largely foregone. The reported consequence is pressure on trading-desk activity and potential trading-revenue opportunity relative to more active competitors.