美银：The Flow ShowTo Xi, or not to Xi

Accessible version BofA private client T-bill flows ( $bn) Extreme Bullish Extreme Bearish Buy Sell 4 6 0 10 2 8 7.0 The Flow Show To Xi, or not to Xi Scores on the Doors: gold 26.5%, stocks 18.6%, crypto 12.1%, HY bonds 7.8%, commods 7.6%, oil 5.9%, cash 4.2%, IG bonds 3.8%, US$ 1.6%, govt bonds -0.6% YTD. Investment Strategy Global Zeitgeist I: "Gotta believe after setting up a fund so retail can borrow from the state to invest in stocks China government ain't gonna come up short on stimulus this weekend". ...