Los fondos de acciones estadounidenses han sido testigos de entradas de capital sin precedentes desde enero de este año. Según un informe de los estrategas del Bank of America, los fondos de acciones han registrado entradas anualizadas en lo que va del año de alrededor de 448 mil millones de dólares. Las entradas representan una creciente confianza de los inversores en el mercado de valores estadounidense.
Los estrategas del Bank of America publicaron un informe que muestra que las entradas de capitales estadounidenses han alcanzado un máximo histórico de 448.000 millones de dólares a finales de año. La cifra duplica las registradas en 2022 y 2023 combinados. Las entradas han superado el máximo histórico del mercado alcista de 2021 de 400.000 millones de dólares.
Según el informe, los fondos del mercado monetario también experimentaron una creciente demanda entre los inversores. Bank of America predijo en el informe que estos productos financieros pueden recibir más de 1 billón de dólares para fin de año.
Las acciones estadounidenses experimentan la mayor entrada anual de la historia de 448 mil millones de dólares (y el año aún no ha terminado) 🚨🚨 pic.twitter.com/pRF4ht5hd2
- Gráfico de barras (@Barchart) 25 de noviembre de 2024
In the week starting November 3, the equity fund market saw $14.4 billion in inflows, while the bond market inflows reached $9.1 billion. Meanwhile, cryptocurrencies gained $900 million.
In the same duration, other markets, such as money market funds and the gold market, endured negative flows. Gold saw outflows worth $600 million, while money market funds saw outflows worth $1.3 billion. The report also outlined that Treasury securities witnessed the highest negative flows since December 2023, worth $6.4 billion in the last two weeks.
According to the report, the financial sector witnessed inflows worth $6 billion in the last four weeks. Healthcare stocks recorded the largest negative flows since December worth $1.1 billion.
U.S. stocks had their seventh straight week of growth with $16.4 billion in inflows. Europe’s eighth losing run continued with outflows worth $3.6 billion while emerging market stocks had their sixth week of outflows, totaling $1.8 billion.
Last week, Hartnett urged investors to invest more money in stocks outside the United States heading into next year. The analyst recommended equities in China and Europe. The S&P 500 has soared by 25% this year, following gains similar to the previous year.
Bank of America strategists under Michael Hartnett’s leadership believe the S&P 500 will hit “another big double-digit move” in 2025. The strategists believe the declining bond yields in inflation and fewer interest-rate cuts at the beginning of 2025 will fuel the upsurge, which they described as the hidden catalyst for maintaining equity gains and evading sharp reversals.
The S&P 500 trades near all-time highs due to a strong sentiment on the U.S. economy, the hype around the rise of artificial intelligence innovations, and Federal Reserve rate cuts. According to the Kobeissi Letter, investors are all in on U.S. stocks.
According to strategists, it would be surprising to see the meltdown not continue shortly because few do not believe President-elect Donald Trump will allow a bear market. The strategists also think the recently elected Trump administration intends to use rising stocks and crypto as a strategy to encourage “animal spirits.”
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