Bank of America's Top Trades for 2026: Long Crude Oil and Short Crypto Lead the Pack
nashnova research
BofA Global Research ranks long crude oil and short crypto as 2026's two standout trades — WTI is up 55.3% year-to-date and Brent 58.6% — but whether the streak holds through year-end remains an open question.
Why is crude oil this year's top money-maker?
WTI crude futures have risen 55.3% year-to-date; Brent crude is up even more at 58.6%.
BofA Global Research names "long crude" as one of its 2026 best trades on the back of that rally.
This means → across major asset classes this year, oil has outrun most benchmarks. Energy longs are the strongest theme of the year so far.
How did shorting crypto earn a spot on the list?
BofA also names "short crypto" a best trade of the year, signaling that the broader crypto market has weakened in 2026.
The source does not disclose a specific drawdown figure for crypto, so the exact return is not directly comparable to oil's gain.
In plain terms = buying oil made money, shorting crypto made money — two bets in opposite directions, both beating the market.
Can these two trades keep running?
BofA flags both strategies as "best trades," yet explicitly notes that whether they last through year-end is unproven.
This reflects a cautious institutional stance: even on the year's strongest trades, the bank stops short of a second-half conviction call.
In plain terms = BofA is saying "winning so far," not "guaranteed to win" — past gains are not a promise of more to come.
市场有风险，内容仅供研究参考，不构成投资建议。