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Por Senad Karaahmetovic<\/p>\n
O principal estrategista do Bank of America (NYSE:BAC) (SA:BOAC34), Michael Hartnett, mais uma vez, refletiu sobre os fluxos semanais, que viram o crescimento superar o valor.<\/p>\n
A semana at\u00e9 quarta-feira rendeu a sexta entrada consecutiva para tecnologia (US$ 1,7 bilh\u00e3o). Por outro lado, os gestores de fundos continuam a aumentar a exposi\u00e7\u00e3o a ativos defensivos, com a sa\u00fade atraindo US$ 1,7 bilh\u00e3o – a maior entrada em cinco meses.<\/p>\n
Hartnett tamb\u00e9m observa a maior entrada de empr\u00e9stimos banc\u00e1rios desde 17 de fevereiro (US$ 2,2 bilh\u00f5es) e a maior entrada de a\u00e7\u00f5es de ME em 10 semanas (US$ 5,3 bilh\u00f5es).<\/p>\n
No geral, US$ 9,2 bilh\u00f5es foram para a\u00e7\u00f5es na semana at\u00e9 quarta-feira, com sa\u00eddas de US$ 7,5 bilh\u00f5es e US$ 1,4 bilh\u00e3o de dinheiro e t\u00edtulos, respectivamente.<\/p>\n
Hartnett reiterou sua vis\u00e3o de baixa sobre o S&P 500 para 2022 com o risco de tr\u00eas choques.<\/p>\n
“Choque de infla\u00e7\u00e3o” piorando, “choque de taxas” apenas come\u00e7ando, “choque de recess\u00e3o” chegando, disse o estrategista em nota a clientes.<\/p>\n
A infla\u00e7\u00e3o sempre precede as recess\u00f5es; recess\u00e3o do final dos anos 60 precedida pela infla\u00e7\u00e3o dos pre\u00e7os ao consumidor, 1973\/4 pelos choques do petr\u00f3leo\/alimentos, recess\u00e3o de 1980 pelo petr\u00f3leo, 1990\/91 pelo IPC, 2001 pela bolha tecnol\u00f3gica, 2008 pela bolha imobili\u00e1ria. O \u00faltimo domin\u00f3 a cair em termos de expectativas de recess\u00e3o s\u00e3o rendimentos mais altos e d\u00f3lar mais fraco, e curva de rendimento mais acentuada e bancos\/consumidores continuam caindo, escreveu Hartnett em nota aos clientes.<\/p>\n
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Por Senad Karaahmetovic O principal estrategista do Bank of America (NYSE:BAC) (SA:BOAC34), Michael Hartnett, mais uma vez, refletiu sobre os fluxos semanais, que viram o crescimento superar o valor. A semana at\u00e9 quarta-feira rendeu a sexta entrada consecutiva para tecnologia (US$ 1,7 bilh\u00e3o). Por outro lado, os gestores de fundos continuam a aumentar a exposi\u00e7\u00e3o […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-34066","post","type-post","status-publish","format-standard","hentry","category-noticias"],"_links":{"self":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts\/34066","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/comments?post=34066"}],"version-history":[{"count":0,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/posts\/34066\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/media?parent=34066"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/categories?post=34066"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.amarilfranklin.com.br\/index.php\/wp-json\/wp\/v2\/tags?post=34066"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}