BofA-The Flow Show Anything But Bonds-240404
2024-04-17 00:46
Accessible version 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 Anything But Bonds Scores on the Doors: crypto 50.4%, oil 20.9%, commodities 11.8%, gold 10.5%, stocks 6.9%, US dollar 2.8%, cash 1.4%, HY bonds 1.4%, IG bonds -0.8%, govt bonds -3.3%. 0 4 April 2024 Investment Strategy Zeitgeist: “This is the moment in rally when bears start to talk about their longs.” A bull. Global Zeitgeist: “It’s different this time…it always is at new highs.” A bear. Zeitgeist: “They just jacked up my rent 20%...I’ll have ...