行业研究报告

BofA - The Flow Show Goldishocks-240315

2024-03宏观经济12 页

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. 3.6%
  2. 0.1% MoM
  3. 0.2% MoM
  4. 0.3% MoM (avg past 3 & 6mos)
  5. 0.4% MoM
  6. 8.9%
  7. 14 March 2024
  8. 2 The Flow Show | 14 March 2024

报告信息

文件全名
《BofA - The Flow Show Goldishocks-240315.pdf》
适合读者
投资人行业研究员
核心数据
  1. Scores on the Doors: crypto 57.2%, oil 13.0%, commodities 6.8%, stocks 6.7%, gold
  2. 4.5%, US$ 2.1%, HY bonds 1.2%, cash 1.1%, IG bonds -1.2%, govt bonds -3.0% YTD.
  3. The Biggest Picture: US headline/core CPI trending to 3.6-4.0% by June when Fed
  4. The Price is Right: first 5 months of FY24 US govt spend up 9% YoY on military spend
  5. & interest payments, budget deficit up 15% (annualizing $2.0tn); US govt debt now
核心议题
CPI

常见问题

《BofA - The Flow Show Goldishocks-240315》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 57.2%, oil 13.0%, commodities 6.8%, stocks 6.7%, gold;4.5%, US$ 2.1%, HY bonds 1.2%, cash 1.1%, IG bonds -1.2%, govt bonds -3.0% YTD.;The Biggest Picture: US headline/core CPI trending to 3.6-4.0% by June when Fed。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文共 12 页。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

这份报告适合哪些读者?

适合投资人、行业研究员等读者参考。

报告涉及哪些关键议题?

重点分析了CPI等议题。

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