美銀:投資者逃離現金 股市出現買入訊號
美國銀行首席投資策略師Michael Hartnett表示,股市牛熊指標目前處於「極度看跌」區域,從先前的2.2下降至1.9,當牛熊指標跌破2時,就會觸發風險資產的逆勢買入訊號。
Hartnett稱,新興市場債務最近一周流出22億美元,連續第12次錄得流出。投資者資金亦從高收益債券和全球股票基金中撤出,而基金經理人的現金水準已升至5.3%。
美國銀行最新的每周數據顯示,每周現金流出創歷史新高,達1,089億美元。今年,投資現金一直是債券大王Jeffrey Gundlach等熱門建議。Hartnett補充稱,如果標準普爾500指數無法守住4,200點重要技術支撐位,或面臨迫在眉睫的信貸事件或硬著陸風險。
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