BofA - The Flow Show Goldishocks-240315
报告维度
- 📄 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
- 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
- The Price is Right: first 5 months of FY24 US govt spend up 9% YoY on military spend
- & interest payments, budget deficit up 15% (annualizing $2.0tn); US govt debt now
- 🏷️ 核心议题
- #CPI