BofA's Fund Manager Survey: Recession Fears Rise and Global Growth Concerns Pick up
Potential Rate Cuts Have Fixed Income in Focus and Wells Fargo Prefers High-quality Investments
A major shift in global capital funding! The proportion of stock allocation has dropped sharply, and the era of 'cash is king' is coming.
Bank of America's global fund manager survey released on Tuesday showed that institutional investors have increased their allocation to cash assets since August, as global economic growth expectations hit an eight-month low and U.S. recession expectations rose.
Fed's Interest Rate Decision: Will Incoming July Inflation Data Tip The Scale?
US Inflation Expectations Steady for Short Term, Slows to Record Low for Medium Term, NY Fed Survey
Medium-Term Inflation Expectations Drop To Record Low, While Debt Concerns Rise: Stocks Fall, Gold Rise
Producer Inflation Could Tee Up Traders For Crucial Consumer Price Index Release
Will the rebound of the US stock market be inevitably rocky with the arrival of "Super Data Week"?
It is now market consensus that inflation is declining. This week's retail and first application data may be more important than PPI and CPI. "From now on, the data will tell us about the US economy: whether it is gradually slowing down or plummeting abruptly."
The most accurate analyst on Wall Street: It's no longer about “to cut or not to cut”, or “when to cut”, but rather “whether cutting interest rates is still effective”.
According to Michael Hartnett, Chief Strategist at Bank of America, significant interest rate cuts from the Federal Reserve are necessary to prevent a recession. If certain key indicators are breached, the Wall Street narrative will shift from a soft landing to a hard landing. Hartnett recommends focusing on the US NFIB Small Business Confidence data, which will be released on Tuesday.
Treasury Yields Rise as Attention Turns to Inflation Data
SA Asks: Will the Fed Do an Emergency Rate Cut?
Bianco: Volatility Shows Investors Overreacting
What Economic Dangers Is the Bond Market Pricing In?
US bond market: Recession concerns eased, US bond yields significantly reversed.
After a turbulent week, the global bonds market has calmed down as concerns about potential economic downturn in the USA recede.
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