BofA’s Hartnett Sees Goldilocks Economy Morphing Into Stagflation
The macro narrative’s taking an unfavorable turn. So said BofA’s Michael Hartnett in the latest
Search Results for: michael hartnett
Hartnett Spots Animal Spirits As Sentiment Gauge Jumps Most Since 2012
The animal spirits are stirring. That’s according to BofA’s Michael Hartnett who, in the latest
Sooner Or Later, Bond Bear Will Return, Hartnett Says
Market participants witnessed enough remarkable developments over the past fours years to burn retinas. November
BofA’s Hartnett On Oil, Santa Rally Odds
The absence of an escalatory crude rally in the presence of the Israel-Hamas war is
BofA’s Hartnett Talks ‘Pain, Exit’ Level After ‘Just Awful’ Month
Stocks may be the best inflation hedge on the board, but measured in real terms,
BofA’s Hartnett Says Odds Favor Correction As Private Clients Exit Stocks
“Cautious.” That’s how one popular strategist is feeling right now, as traders turn the page
BofAML’s Hartnett Talks Shop, Tells You Who’s Buying And When To Sell
“The pain trade is still up.”
BofA Analyst Who Predicted Demise Of Armchair Vol. Sellers Has A ‘Notoriously Good’ Leading Indicator He Needs You To Look At
You’ll either listen to Michael Hartnett, or you’ll end up like Seth.
‘Long FAANG’ Is The Most ‘Crowded Trade’ (Again): Fair Warning
Oh, good.ÂÂ
The new edition of BofAML’s Global Fund Manager survey is out, which means we get a fresh look at what folks told Michael Hartnett about the “most crowded trades”.
Buy America, Dammit!
Buy America. Wait, let me try again: BUY AMERICA! Boy oh boy, they were buying
What To Expect From ‘Trump 2.0’
If you want to know what to expect from a second Donald Trump term, here’s
6.6K Spoos By Inauguration (MAGA Flows)
They were buying US stocks on MAGA day. “Wednesday saw the biggest daily inflow in
To Shop Or Not To Shop
The US consumer mood brightened early this month, according to the preliminary read on the
Hyped-Up Hyperscalers
The big guns report this week. Israel will be firing lots of large weapons. See
Chasing Gold
Gold’s runnin’. And folks are chasin’ it. Bullion was on track for a sixth gain
Barbecue
The electorate is — and I’m searching for an imaginative euphemism — malcontent, let’s call
Bearish Tyranny
People think I’m a China bear. I’m not. I mean, I am in the sense
Buckle Up For A 2.5% Stock ‘Crash’
It’s probably fair to suggest the unofficial “consensus” on Wall Street is year-end stock rally.
Smart Money Rules Out Recession. (SELL!)
If it’s contrarian “sell” signals you’re after, you could do a lot worse than professional
China Stimmy Flows And SPX 6666
Investors put nearly $40 billion to work in global equities over the last week. The
Moment Of Truth Looms For Historic China Rally
If you’re curious as to how committed officials in Beijing really are to the stimulus
Release The Hawks?
There’s good news and bad news if you’re Jerome Powell. The good news is, the
Down The Barrel
Ali Khamenei led the Friday prayer in Tehran. He spoke of the enemy and of
Peace To War, Bonds To Commodities
Bonds. Where to from here? US Treasurys are on track for a second straight annual
Money Funds, Stock ETFs Inundated In 2024 Flow Bonanza
Meanwhile, on the flows front. US money market funds just saw one of their largest
The ‘Bubble Dream’
What’s not to like? If you’re well-off, reside in an advanced economy and aren’t bothered
Lonesome Doves
The only thing I know about the future is that the deterioration in my social
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