美银：研究流动显示现金泡沫

更多资料加入知识星球：水木调研纪要关注公众号：水木纪要 The Flow Show The Cash Bubble Scores on the Doors: crypto 40.7%, stocks 11.2%, gold 11.0%, commodities 9.0%, oil 8.6%, US dollar 3.8%, HY bonds 2.8%, cash 2.4%, stocks (equal-weighted) 0.6%, IG bonds 0.0%, govt bonds -4.1% YTD. Weekly Flows: $40.4bn to cash,$10.3bn to bonds, $6.3bn to stocks,$0.5bn to crypto, $o.3bn to gold. Flows to Know: inu9870 Cash:$40bn inflow, annualizing $680bn inflows, MMF AUM$6.1tn (Chart 2); Treasuries: 6th week of inflows ($1.8bn); IG bonds: larges ...