行业研究报告

BOA-The Flow Show_ Trading the ISM Inflection-240223

2024-02管理咨询13

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.

报告摘要

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.

核心要点

  1. 22 February 2024
  2. 2 The Flow Show | 22 February 2024

报告信息

文件全名
BOA-The Flow Show_ Trading the ISM Inflection-240223.pdf
适合读者
战略规划行业研究员
核心数据
  1. Scores on the Doors: crypto 18.6%, oil 9.7%, stocks 4.8%, commodities 3.7%, US$
  2. 2.6%, cash 0.7%, HY bonds 0.3%, IG bonds -1.9%, gold -2.5%, gov bonds -3.8% YTD.
  3. 10-year yields of 0.3%, SPX of 2200, unemployment rate of 15%…and j ust look at us
  4. yields back in Dec'89 were bubble-peaking 5.7% vs 0.7% today; but both Nikkei highs
  5. The Price is Right II: our “Monopolistic Bull”… contribution to SPX +25% gain past 12
核心议题
管理咨询

常见问题

《BOA-The Flow Show_ Trading the ISM Inflection-240223》主要包含哪些内容?

Trading ideas and investment strategies discussed herein may give rise to significant risk and are not suitable for all investors. Investors should have experience in relevant markets and the financial resources to absorb any losses arising from applying these ideas or strategies.核心数据:Scores on the Doors: crypto 18.6%, oil 9.7%, stocks 4.8%, commodities 3.7%, US$;2.6%, cash 0.7%, HY bonds 0.3%, IG bonds -1.9%, gold -2.5%, gov bonds -3.8% YTD.;10-year yields of 0.3%, SPX of 2200, unemployment rate of 15%…and j ust look at us。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 13。

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