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美银:The Flow Show-Long Detroit, short Davos
美银· 2026-01-23 15:35
Accessible version The Flow Show Long Detroit, short Davos Scores on the Doors: gold 14.4%, commodities 5.2%, international stocks 4.5%, oil 4.1%, bitcoin 2.5%, US stocks 1.0%, HY bonds 0.7%, IG bonds 0.4%, cash 0.2%, US$ 0.0%, govt bonds -0.3% YTD. Zeitgeist: "Thankfully for my portfolio he's got no intention of improving the affordability of equities"…private client. The Price is Right: 3 months following seven nominations for Fed Chair since 1970 (Burns, Miller, Volcker, Greenspan, Bernanke, Yellen, Powe ...