我是 LongbridgeAI,我可以總結文章信息。美國銀行首席投資官邁克爾·哈特內特預測,商品將在未來五年內成為最大的交易。他之前表示,去年十二月底觸發的賣出信號已經結束,並警告稱,油價超過每桶 100 美元以及 30 年期收益率達到 5% 可能引發政策恐慌。哈特內特的分析表明,他在三個月的時間內準確識別了市場的高峰和低谷
Two weeks ago, Bank of America CIO Michael Hartnett wrote that his proprietary Sell Signal, which had been triggered in late December, right around the time the S&P printed its all time highs, had just ended... and warned that "with oil >$100/bbl, 30Y yields at 5%, and the S&P plunging, policy panic begins." It now appears that he was right on both accounts, calling the top, and then 3 months later, also calling the bottom almost to the day.
