BofA-The Flow Show-Around the World in Eight Maps -240322
报告维度
- 📄 文件全名
- 《BofA-The Flow Show-Around the World in Eight Maps -240322.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Scores on the Doors : crypto 53.8%, oil 15.7%, commodities 8.4%, stocks 6.5%, gold
- 4.0%, US dollar 2.5%, HY bonds 1.2%, cash 1.1%, IG -1.3%, govt bonds -3.2% YTD.
- Mag 7 again >30% SPX; no new bull market as no recession, no change in leadership
- BofA Private Clients : $3.5tn AUM …61.1% stocks, 20.4% bonds, 11.7% cash; inflows to
- 🏷️ 核心议题
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