Founders: Early Look Hartnett is back
Headed for the Boom....
Write up and walkthrough later today
We say BofA Investment Clock in “boom” phase (Chart 5) and once high bond yields & US dollar force Fed to turn unambiguously hawkish, and lower stocks force Trump to mellow on tariffs we flip “BIG” (likely Feb/March)…
long Bonds (buy 5% yields),
International stocks (long China, UK, EM),
and Gold (lower real rates)
In …