美银：The Flow Show-Short = Long, Long = Short

Accessible version The Flow Show Short = Long, Long = Short Scores on the Doors: oil 41.1%, commod 26.9%, gold 17.0%, int'l stocks 4.5%, govt bonds 0.8%, IG 0.8%, US$ 0.7%, HY 0.6%, cash 0.6%, SPX -0.2%, bitcoin -18.7% YTD. Zeitgeist: "Korea government backstopping a stock market that's doubled in past 12 months, tells you moral hazard bid intact, Asian & Gen Z retail froth ain't going away."1 The Biggest Picture: US politics says March de-escalation of Iran war; Trump approval on economy (40%) & inflation ...