The upcoming labor market data is likely to"resolve autumn ambiguity," according to Bank of America investment strategists.
This data, sourced from a Bank of America note and based on figures from EPFR Global, also highlights that bond funds received $16.7 billion and gold saw an influx of $500 million for the week ending on September 11. They also suggest that commodities like oil and industrial metals could be a contrarian play, being the only asset class priced for a hard landing, in contrast to the SOFR market which is discounting 240 basis points in Federal Reserve cuts over the next 12 months.
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