- They write to "sell last hike" in inflationary world, "buy last hike" in disinflationary world
- Their Bull & Bear Indicator jumps to 2.6%. from 2.0%, thereby ending the contrarian "buy signal" for risk assets. Move driven by bond and EM inflows.
- The piece concludes that Q1 pain trade would be no landing in either the macro backdrop or stocks across January/February.
- This could be driven by Q1 employment staying resilient while China & Europe growth improves allowing US EPS to hold firm.
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CROSS ASSET: BofA's Weekly Flow Show Highlights:
Last updated at:Dec-09 10:34By: Edward Hardy
markets-real-time+ 4
- They write to "sell last hike" in inflationary world, "buy last hike" in disinflationary world
- Their Bull & Bear Indicator jumps to 2.6%. from 2.0%, thereby ending the contrarian "buy signal" for risk assets. Move driven by bond and EM inflows.
- The piece concludes that Q1 pain trade would be no landing in either the macro backdrop or stocks across January/February.
- This could be driven by Q1 employment staying resilient while China & Europe growth improves allowing US EPS to hold firm.
Related bullets
Related by topic
markets-real-time
Commodities Bullets
Equities Bullets
FX Bullets
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