Finanshus: 60 procent af vores kunder ser en aktuel Goldilock situation
11/8 06:58
Uddrag fra Bank of America: Hartnett shares some more market indicators in his August zeitgeist recap, where he reminds his clients that “the only thing that matters for risk assets are rates & EPS…everything else is noise.” What follows is his ranking of current client consensus on rates and stocks as follows… Goldilocks consensus (60% of clients), i.e. clients expect […]...