美银：Flow show-The Eurovision Long Contes
2025-06-23 02:09
The Flow Show The Eurovision Long Contest Scores on the Doors: gold 28.4%, commodities 7.8%, stocks 6.9%, govt bonds 6.2%, IG bonds 6.1%, HY bonds 5.4%, oil 4.8%, cash 2.0%, US dollar -8.8%, crypto -14.1% YTD. Tale of the Tape: $3.9tn BofA private client assets of which Magnificent 7 stocks = 14.8% (common stocks & ETFs), US Treasury bonds (2-30-year) = 3.6%, international stocks = 3.4% (common stocks & ETFs), and gold = 0.4% of AUM. The Biggest Picture: client feedback from London/Europe on Iran, geopoliti ...