美银报告：美股一周“失血”280亿美元 货币基金成香饽饽

Group 1 - Investors are withdrawing from the US stock market due to concerns over high tariffs potentially suppressing economic growth, with nearly $28 billion redeemed from US equities as of the week ending August 6 [1] - Cash funds have seen an influx of approximately $107 billion, marking the largest inflow since January [1] - Global equity markets experienced a capital outflow of $41.7 billion, attributed to an "abnormal clearing outflow" from three UK-registered funds on July 31 [1] Group 2 - The S&P 500 index's record rally has stalled as signs of a slowdown in the US labor market emerge, coinciding with the implementation of comprehensive new tariffs by President Donald Trump [1] - The average tariff rate has risen to 15.2%, significantly higher than last year's 2.3%, reaching the highest level since World War II [1] - Market focus is shifting towards the Federal Reserve, with swap markets anticipating a rate cut of about 100 basis points by mid-2026 [3] Group 3 - Most clients of the bank expect a "Goldilocks" scenario where the economy neither overheats nor cools down, with anticipated rate cuts expected to boost the stock market [3] - The bank's strategist accurately predicted that international equities would outperform US stocks earlier this year, but has recently warned of rising bubble risks in the stock market due to easing monetary policy and financial regulation [3]