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...We’re not entirely sure whether it was BofA’s Michael Hartnett or Mike O’Rourke from Jones Trading who coined the term ‘Magnificent Seven’. Frankly, it doesn’t really matter....
...Crypto funds, meanwhile, attracted a record $3.4bn and investors shifted $49.7bn into cash in what Bank of America strategist Michael Hartnett called “stagflation trades” — positions that could benefit from...
...Last month, Bank of America’s Michael Hartnett mentioned the possibility in passing at the annual gathering hosted by Grant’s Interest Rate Observer, home of the bow-tied bear himself, Jim Grant....
...“The big change in November was . . . the conviction in lower inflation, rates and yields,” wrote Michael Hartnett, investment strategist at Bank of America....
...“The inflows to cash reflect a tremendous amount of doubt as to whether it’s a soft or hard landing, whether the Fed’s done or not done, whether it’s a bull market or still a bear market,” said Michael Hartnett...
...The research note headline above is from Bank of America strategist Michael Hartnett, whose thesis for a very long time has been that crisis follows tightening cycles like winter follows autumn: Under BofA...
...Michael Hartnett at Bank of America has argued for a similar set of outcomes. The list goes on. The adolescent in me responds to the popularity of this forecast by doubting it....
...“Contagion risks across US regional banks drove investors out of the US bank sector this month at the fastest pace since Russia’s invasion of Ukraine,” said Michael Hartnett, chief investment strategist...
...Hartnett, chief investment strategist at Bank of America global research....
...More than one policy rate hike per trading day in 2022, or 243 in total, have set the tone, says BofA strategist Michael Hartnett....
...They are telling central banks that the monetary tightening cycle has worked too well and it is now time to stop [raising interest rates],” said Michael Hartnett, chief investment strategist at BofA global...
...Michael Hartnett’s strategy team at Bank of America has been singling out homebuilders as one of the sectors pricing in a “goldilocks” soft-landing economic scenario that is unlikely to happen....
...That explains the violence of the flip in sentiment to growth stocks from value,” said Michael Hartnett, chief investment strategist at Bank of America. Read more on the strategy shift here...
...Michael Hartnett, chief investment strategist at Bank of America, wrote that stocks were “simply so oversold” after weeks of declines, but predicted the “ultimate lows ain’t seen yet”....
...Michael Hartnett, chief investment strategist at BofA, said investors had reached a “dire level” of pessimism, as they worry a global tightening of monetary policy could spark a growth slowdown....
...Michael Hartnett, chief investment strategist at BofA, said investors had reached a “dire level” of pessimism as they worry that a global tightening of monetary policy could spark a broad growth slowdown...
...October’s investor poll “screams macro capitulation, investor capitulation, start of policy capitulation”, BofA analyst Michael Hartnett tells clients....
...That explains the violence of the flip in sentiment to growth stocks from value,” said Michael Hartnett, chief investment strategist at Bank of America....
...I put this puzzle to Michael Hartnett of Bank of America, whose team conducts BofA’s much-read Global Fund Manager Survey, which is the source of deeply bearish sentiment indicators like this: And like...
...“Credit, like equities, is a simple animal,” said Michael Hartnett, chief investment strategist at Bank of America Global Research....
...Michael Hartnett, chief investment strategist at Bank of America, said that sentiment among investors was now “extremely bearish” with a net 13 per cent of fund managers swinging to a “underweight” position...
...It is still only a minority that believe that a recession is coming but that view is changing quickly,” said Michael Hartnett, chief investment strategist at Bank of America....
...We have seen nothing like it since at least the Marshall Plan in 1949, wrote Michael Hartnett and colleagues at the bank....
...Michael Hartnett’s team at Bank of America describes sentiment as “appalling.”...
...“EU stagflation looks highly likely,” Michael Hartnett, chief investment strategist at BofA, said in a note on Friday, referring to the combination of weak economic growth and high inflation that he expected...
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