美银：The Flow Show-AI-awe to AI-poor & other Great Rotations

Accessible version The Flow Show AI-awe to AI-poor & other Great Rotations Scores on the Doors: YTD gold 13.4%, oil 9.5%, intl stocks 8.7%, commods 8.1%, govt bonds 1.2%, IG 1.2%, HY 1.2%, cash 0.4%, US stocks -0.2%, US$ -1.4%, bitcoin -25.0%. Zeitgeist: "Not even AI's best LLM could unravel the raw emotions of this tape." Tale of the Tape: Trump approval on Wall St at all-time highs, on Main St at new lows (42.1%, on inflation 36.4%); no Trump bump after Feb 24th State of the Union showpiece for affordabil ...