Silke
23.04.2001, 16:51
So schlecht sind wir hier auf Stockchannel mit unserer Markteinschätzung garnet...wir sind sogar 3-4 steps (Tage) schneller mit dem Denken als die Amis selbst. Naja....... ein Lob an alle aktiven User ;)
BofA cuts equity allocation, ups bonds ($SPX) By Tomi Kilgore
Thomas McManus, strategist at Banc of America, reduced the recommended equity allocation to 60 percent from 65 percent and increased the bond weighting to 35 percent from 30 percent. McManus said the rally following the surprise rate cut last week seems to ignore "an increased risk of a significant downshift in consumption that will cause earnings to remain sluggish for several more quarters." He added that the market was mistakenly sensing an upcoming economic recovery. His last change to the model was on March 19, when the stock weighting was upped to 65 percent. Since then, the S&P 500 Index ($SPX) , presently down 15 points at 1,228, is up 4.9 percent.:rolleyes:
BofA cuts equity allocation, ups bonds ($SPX) By Tomi Kilgore
Thomas McManus, strategist at Banc of America, reduced the recommended equity allocation to 60 percent from 65 percent and increased the bond weighting to 35 percent from 30 percent. McManus said the rally following the surprise rate cut last week seems to ignore "an increased risk of a significant downshift in consumption that will cause earnings to remain sluggish for several more quarters." He added that the market was mistakenly sensing an upcoming economic recovery. His last change to the model was on March 19, when the stock weighting was upped to 65 percent. Since then, the S&P 500 Index ($SPX) , presently down 15 points at 1,228, is up 4.9 percent.:rolleyes: