Global3 hours ago

BOFA'S HARTNETT: $8 TRILLION IN CASH WON'T MOVE WITHOUT FED CUTS

Money market funds attracted $166.4B last week, the biggest inflow since April 2020. Hartnett says sustained Fed cuts are needed to unlock sidelined cash: “No rate cuts, no cash cuts.” 🔥 BOFA'S BIGGEST MARKET CALLS: • Stocks: Risk-off into midterms; potential 10% move either way. • Tech: Avoid adding exposure; Magnificent Seven to outperform semis. • Bonds: Start buying 30-year Treasuries on peak-yield potential.

AI Take

Neutral

연준의 지속적인 금리 인하가 대기 자금의 이동을 좌우할 수 있다는 전망입니다. 주식과 장기 국채에 대한 투자 심리에 영향을 줄 수 있습니다.

#하트넷#연준 금리#머니마켓펀드

View original

Sources (3)

TelegramWalter Bloomberg20:57
TelegramMarket Feed20:57
X@firstsquawk20:57

Is this news bullish for the market?

0 votes

No comments yet