美银：the flow owIt’s mg home, Jerome
shell LNG·2024-07-14 13:13
夏多资料加入知识圣球:水木调研纪委 关注公众予:水木纪委 BofA SECURITIES The Flow Show lt's coming home, Jerome Scores on the Doors: Crypto 23.4%, gold 16.5%, oil 15.6%, stocks 14.8%, commodities 8.9%, HY bonds 4.0%, US dollar 3.1%, cash 2.8%, IG bonds 1.0%, govt bonds -3.5% YTD. Zeitgeist: "Until investors need to buy bonds, they ain't selling tech." Tale of the Tape : Over the past 3 months, 10-year UST has rallied from 4¾% to below 4%%; bonds "big, fat & trendy"…break below 4% (100-week ma) on 10-year Treasury ( and narrative shift ...