Bank of America(US:BAC) Huan Qiu Wang·2025-10-12 01:05Group 1 - Cash funds attracted $72.9 billion in inflows, marking a significant interest in liquid assets [2] - Bond markets saw inflows of $25.6 billion, while stock markets attracted $20 billion [2] - Cryptocurrency markets experienced inflows of $5.5 billion, the largest in 12 weeks, while gold saw the smallest inflow in three weeks at $2.1 billion [2] Group 2 - Bank loans reached $1.4 billion in inflows, the largest in 13 weeks, indicating a peak in optimistic interest rates [2] - Healthcare funds received the largest inflow since April 2023, totaling $1.5 billion, while financial funds experienced an outflow of $200 million for the first time in seven weeks [2] - Materials funds recorded a record single-week inflow of $7.6 billion [2] Group 3 - The U.S. stock market saw inflows of $14.2 billion for the fourth consecutive week, while European markets experienced an outflow of $300 million for the first time in three weeks [2] - Emerging markets continued to attract inflows for the eighth week, totaling $500 million, while Japan's stock market saw its first outflow after six weeks of inflows totaling $3 billion [2] Group 4 - The report highlights a lack of structural allocation to gold among investors, with factors like expectations of the new Federal Reserve chair and potential gold value re-evaluation favoring "currency devaluation trades" [3] - Historical analysis suggests that in past gold bull markets, prices increased by an average of 300% over 43 months, projecting a potential gold price of $6,000 by next spring [3]