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BofA Securities Equity Client Flow Trends Big week of equity selling
Biggest net sales since Nov. 2020: Last week, during which the S&P 500 was -2.0%, BofA Securities clients were largest net sellers of US equities (-$7.0B) since 2015. Sales were driven by single stocks, while ETFs saw muted inflows.
海外研报
2024年07月24日
UK Weekly Kickstart A rotation that favours the UK
Is the UK finally outperforming? Yes, the UK hasoutperformed in the recent global equity market setback,although the biggest rotation has been into the Russell2000/small caps in the US.
海外研报
2024年07月27日
New CEO announced, production outlook held, higher FCF use expected for FY; Buy
Our view on the stock post 2Q24 earningsWhile 2Q24 was a choppy quarter, we think sustained progress onproduction rates (July similar to an improved June) and the
海外研报
2024年08月05日
