美银：the flow show-100% + 75% = peak 68%
shell LNG·2024-07-24 14:56
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 The Flow Show 100% + 75% = peak 68% Scores on the Doors: crypto 36.2%, gold 17.6%, oil 14.6%, stocks 13.8%, commodities 7.4%, HY bonds 4.5%, cash 2.9%, US dollar 2.8%, IG bonds 1.3%, govt bonds -3.0% YTD. The Biggest Picture: investors bullishly assigning 100% probability of Fed rate cut Sept 18th, 75% probability of Trump winning US election Nov 5th, and 68% probability of "soft landing" (Chart 2)…4th largest weekly inflow to US stocks ever ($44.8bn); Sept 18th/Nov 5th "buy rum ...