(Bloomberg)-Strategists at Bank of America expect that the stock markets in the United States will outperform the fading after the uncompromising running in the first part of 2025.
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Stock markets, including Brazil, Germany, the United Kingdom, China and Canada have resulted in higher returns than Wall Street S&P 500 years old so far, as strategists, including Michael Hartnett, have indicated. This is also the wonderful seven technology companies in providing their own motivation.
Read: The amazing SEVEN growth that threatens the S&P 500 Rally
BOFA strategy also refers to a narrative that fades around an American economy that surpasses its competitors, as well as investors who are betting on geopolitical stability in the Middle East and Ukraine.
They recommend that they are long tray because they do not expect to escalate the war and technology war with the United States.
The Hartnet team says that outside the Wall Street, the shares in most regions “fall” are the exceptional peak of the United States. “However, they warned investors to make profits to European stocks after the German elections within a few weeks, and if peace talks between Russia and Ukraine begin This month or next.
On bonds, Bofa expects the treasury revenues to decrease to less than 4 %, as President Donald Trump is looking to address government spending and stop debt, while also seeking to obtain approval in Congress on tax cuts.
Bofa added that the money market funds amounted to $ 46.8 billion a week until February 5, with $ 16.6 billion to bonds and 600 million dollars, leaving stock money, citing EPFR Global data.
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