美银-The Flow Show-Trading FCI, PMI & CPI
2025-11-16 15:36
Accessible version The Flow Show Trading FCI, PMI & CPI Scores on the Doors: gold 58.6%, international stocks 27.5%, US stocks 14.6%, IG bonds 9.6%, HY bonds 9.4%, commodities 7.2%, govt bonds 6.7%, bitcoin 5.8%, cash 3.7%, US dollar -8.6%, oil -17.8% YTD. Tale of the Tape: record year of inflows to equity ETFs ($1.3tn annualized – Chart 3), IG bonds ($430bn), tech ($72bn), 2nd biggest inflow year ever to MMFs ($1.2tn), US large cap ($423bn), outflow losers: small cap ($64bn – record), real estate ($15bn). ...