Os fundos de ações dos EUA testemunharam entradas recordes desde janeiro deste ano. De acordo com um relatório dos estrategistas do Bank of America, os fundos de ações registraram entradas anuais acumuladas no ano de cerca de US$ 448 bilhões. As entradas representam uma confiança crescente dos investidores no mercado de ações dos EUA.
Estrategistas do Bank of America divulgaram um relatório que mostra que as entradas de ações nos EUA atingiram um máximo histórico de 448 mil milhões de dólares no final do ano. O número é o dobro dos registados em 2022 e 2023 combinados. As entradas superaram o recorde de alta do mercado de 2021, de US$ 400 bilhões.
De acordo com o relatório, os fundos do mercado monetário também registaram uma procura crescente entre os investidores. O Bank of America previu no relatório que estes produtos financeiros poderão receber mais de 1 bilião de dólares até ao final do ano.
As ações dos EUA registram a maior entrada anual da história de US$ 448 bilhões (e o ano ainda não acabou) 🚨🚨 pic.twitter.com/pRF4ht5hd2
— Gráfico de barras (@Barchart) 25 de novembro 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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