The great asset rotation is underway! BofA’s Hartnett: U.S. policy is fueling the “anything goes, except the dollar” trade!
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Bank of America strategist Michael Hartnett issued the latest warning: As the Trump administration's “overheating economy” policy mix overlaps with tariff shocks, global capital is fleeing dollar assets at an unprecedented pace, and a structural rotation across asset classes has already begun.
According to Wind Chaser Trading Desk,