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HYspreads-110bps);jumpinbigshortsofleverage(RTY,KRE),distressedtech(XBI,ARKK),China-plays(IYM)=laggardcapitulation+put/callratioslumpsto0.48(2ndlowestof’23)…fadeit.ThePriceisRight:5%to4%bondyields=easierfinancialconditions=bullishrisk;4%to3%yields=recession=bearishrisk;oilnowinbearmarket(...
The article reports that the latest Bank of America Merrill Lynch fund manager survey found that investors' faith in the strength of the global economy has fallen to its lowest level since 2012. P Morris - 《Fundweb》 被引量: 0发表: 2014年 BofA's Countrywide Sued, Accused of Massive Fraud...