BofA Global Research-The Flow Show Take a Hike
报告维度
- 📄 文件全名
- 《BofA Global Research-The Flow Show Take a Hike.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- Scores on the Doors: crypto 51.9%, oil 19.6%, gold 15.1%, commodities 11.2%, stocks
- 7.2%, US dollar 3.9%, cash 1.5%, HY bonds 0.5%, IG bonds -2.3%, govt bonds -5.0%.
- The Biggest Picture: 10-year annualized return of US Treasuries at 65-year low (0.6% -
- The Price is Right: US CPI on course to be 4-5% by Nov US election (Chart 3) +
- nominal GDP +5-6% Q1 says Atlanta Fed (surprise is EPS does not surprise to upside –
- 🏷️ 核心议题
- #GDP#CPI