The strategists ofBank of America have pointed out that the Superior Wall Street yield will follow decaying and foresee that lose the global domain of stock markets Despite the great start of 2025 according ton Julien Ponthus and Michael Msika in Yahoo Finance.
Los Securities markets, including Brazil, Germany, the United Kingdom, China and CanadaThey have thrown yields higher than the S&P 500 of Wall Street so far this year, they indicated com strategistsor Michael Hartnett. This is because the so -called seven magnificent technological companies have failed to provide the impulse they have provided for so longafter.
Bofa’s strategists also point out that the narrative about a American economy That is structurally overcoming its rivalsas well as investors who bet on geopolitical stability in the Middle East and Ukraine.
They recommend investing a lot in Chinese actionssince they do not expect an escalation of the commercial and technological war with the United States.
Hartnett’s team says that beyond Wall Street, actions in most regions are «at the forefront of American exceptionalism.» However, they warned that investors could Obtain profits in European actions After the German elections in a few weeks, and if the peace talks between Russia and Ukraine begin this month or next.
As for BondsBofa expects the Treasury bond yields fall below 4%since President Donald Trump seeks to address government spending and stop the debt spiral, while seeking approval in Congress for his tax cuts.
The monetary market funds attracted 46.8 billion dollars in the week until February 5, with 16.6 billion dollars for bonds and 600 million dollars that left the shares of shares, Bofa added, citing data from data from EPFR Global.