Bank of America strategists list Trump’s June 14 birthday among June events that could prompt equity sell‑offs.
Other catalysts include OPEC meeting (June 7), World Cup kickoff (June 11), G7 summit (June 15) and Fed meeting under Chair Kevin Warsh (June 17).
BofA notes AI‑driven rally has the SOX 62% above its 200‑day average, a level comparable only to the dot‑com bubble peak.
The note warns CPI could top 5% by November, and historically CPI >4% precedes a 4% S&P 500 decline over three months.