BofA Global Research-The Flow Show Won’t save, won’t short

2024-05管理咨询14免费

📄 文件全名: 《BofA Global Research-The Flow Show Won’t save, won’t short.pdf》
🎯 适合读者: 战略规划行业研究员
📊 核心数据: Scores on the Doors: crypto 34.5%, oil 17.1%, gold 12.5%, commodities 11.4%, stocks
4.6%, US dollar 4.2%, cash 1.7%, HY bonds 0.2%, IG -3.0%, govt bonds -5.9% YTD.
cash deals = record 47% of all US luxury home sales in Q1; short bonds until yields hit
2sd “oversold” levels… 5.2% on 2- year, 5.1% on 10-year & 5.2% on 30-year Treasury
stocks = record 34% of S&P 500 market cap (Chart 2 – “Magnificent 7” = 30%), top 10
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报告摘要

📋 核心要点(部分)

2000 : Microsoft, Cisco, GE, Intel, Exxon Mobil, Walmart,
2024 : Microsoft, Apple, Nvidia, Alphabet, Amazon, Meta,
2020 : Microsoft, Apple, Amazon, Alphabet, Meta, Berkshire
25 April 2024
2 The Flow Show | 25 April 2024

❓ 常见问题

《BofA Global Research-The Flow Show Won’t save, won’t short》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 34.5%, oil 17.1%, gold 12.5%, commodities 11.4%, stocks;4.6%, US dollar 4.2%, cash 1.7%, HY bonds 0.2%, IG -3.0%, govt bonds -5.9% YTD.;cash deals = record 47% of all US luxury home sales in Q1; short bonds until yields hit。

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