May. 12 at 6:12 PM
fresh new
$BAC Merrill L monthly recc report. all of usa is in the 'accumulate' category; ditto
$EEM but international developed is REDUCE: things like
$ACWX Here's what they say:
Higher energy prices are a relative headwind given reliance on net imports. Europe likely to see limited
relative gains from expansion in AI given lack of market exposure, but fiscal easing remains supportive. Japan
to benefit from structural reforms and fiscal support
stay tuned for more