BofA Global Research-The Flow Show If the dove don’t fit…-107692524
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- 📄 文件全名
- 《BofA Global Research-The Flow Show If the dove don’t fit…-107692524.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Scores on the Doors: crypto 30.7%, oil 15.2%, gold 14.8%, commodities 9.6%, US
- dollar 4.8%, stocks 3.7%, cash 1.6%, HY bonds -0.3%, stocks (equal-weighted) -1.8%, IG
- bonds -3.0%, govt bonds -5.5% YTD.
- Zeitgeist: Canada jacking up capital gains tax rates from 50% to 67%...highly indebted
- Tale of the Tape: weird to see simultaneous strength in tech (annualizing 21% YTD),
- 🏷️ 核心议题
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