With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA

MarketWatch2021-09-10

BofA clients were net sellers of U.S. stocks last week for the first time in three weeks Equity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

robot1234
2021-09-10
robot1234
Trump injected USD6.7 trillion into the financial system increasing US debt by 33%. Biden is not far behind. He is going to print another USD6 trillion, pushing the US GDP to Debt ratio way beyond 100%. Such massive QE is inflationary. US CPI for July was 5.4%, highest since the GFC in 2008. I continue to bulld up my reserve for the next correction.
Ck38
2021-09-10
Ck38
Like pls
ShirlySuet
2021-09-10
ShirlySuet
[笑哭]
- Ck38:
  Ok
k1wong
2021-09-10
k1wong
Oh
- koolgal:
  ??
- deadcow:
  ok
- TK63:
  ok

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2166344336?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2021-09-10 09:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2166344336","market":"us","top_or_hot":-1,"title":"With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA","media":"MarketWatch","content":"<div>\n<p>BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page\">Source Link</a>\n\n</div>\n","source":"lsy1603348471595","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith inflation mentions 'skyrocketing' on earnings calls, stock investors favored these three sectors, says BofA\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 09:20 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"161125","symbol_name":"标普500","start_time":0,"source_url":"https://www.marketwatch.com/story/with-inflation-mentions-skyrocketing-on-earnings-calls-stock-investors-favored-these-three-sectors-says-bofa-11631212591?mod=home-page","article_id":"2166344336","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2166344336","pubTimestamp":1631236802,"sourceInfo":{"source_id":"lsy1603348471595","name":"MarketWatch"},"weMediaInfo":null,"summary":"BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity inve","collect":0,"end_time":0,"defaultTopTitle":"marketwatch.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","SH":"标普500反向ETF","UPRO":"三倍做多标普500ETF",".DJI":"道琼斯","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF",".IXIC":"NASDAQ Composite"},"translate_title":"美国银行说，随着收益电话会议上提到通胀的“飙升”，股票投资者青睐这三个行业","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161125":0.9,"513500":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"ESmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SSO":0.9,"UPRO":0.9},"content_text":"BofA clients were net sellers of U.S. stocks last week for the first time in three weeks\nEquity investors have moved capital into the real-estate sector amid concern over inflation, BofA finds\nInvestors have favored three sectors since companies began reporting in July the results of their earnings for the second quarter, moving capital into areas poised to benefit from higher inflation, according to BofA Global Research.\n\"Amid skyrocketing mentions of inflation on earnings calls,\" BofA Global Research strategists said in a report this week that \"clients have been buyers of equities in just three sectors: energy, materials and real estate.\"\nThe strategists tracked BofA client capital flowing into and out of exchange-traded funds and single stocks, finding total inflows in few of the S&P 500's 11 sectors. Energy attracted the most inflows, while technology saw the biggest outflows as clients bailed on single stocks during second-quarter earnings season, according to a chart in their Wednesday night report.\nBOFA GLOBAL RESEARCH REPORT DATED SEPT. 8\n\"Energy and financials saw the biggest inflows last week, though the latter was entirely driven by buybacks,\" the BofA strategists said in the report. Excluding buybacks, they said that energy and real estate led.\nThe energy sector of the S&P 500 index is down about 12% this quarter, according to FactSet data Thursday afternoon. In contrast, real estate has jumped almost 8% since the end of June, while the materials sector had advanced almost 2% in the third quarter, the data show.\nMeanwhile, the S&P 500 index , which is up almost 5% this quarter, was edging lower Thursday afternoon. The index has slipped in the last three days of trading, including Friday before Labor Day weekend.\nBofA clients, including hedge funds, institutional and retail, were net sellers of U.S. equities last week for the first time in three weeks, according to the report. The net selling was led by outflows from single stocks while passive investing remained \"in vogue,\" the strategists said.\n\"Clients continued to buy ETFs last week despite outflows from single stocks, with flows into both equity and fixed income ETFs,\" they wrote. They've \"still been big cumulative buyers of ETFs\" this year.\nThe three sectors of the S&P 500 favored by investors as inflation mentions spiked during earnings season for the second quarter have put up big returns in 2021.\nThe Real Estate Select Sector SPDR Fund (XLRE) has soared nearly 31% this year, while the Energy Select Sector SPDR Fund XLE has risen about 26%, according to FactSet data, at last check. The Materials Select Sector SPDR Fund is up about 16%.","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":883626733,"gmtCreate":1631238969122,"gmtModify":1676530505093,"author":{"id":"3561596430587504","authorId":"3561596430587504","name":"robot1234","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1,"idStr":"3561596430587504","authorIdStr":"3561596430587504"},"htmlText":"Trump injected USD6.7 trillion into the financial system increasing US debt by 33%. Biden is not far behind. He is going to print another USD6 trillion, pushing the US GDP to Debt ratio way beyond 100%. Such massive QE is&nbsp;inflationary. US CPI for July was 5.4%, highest since the GFC in 2008. I continue to bulld up my reserve for the next correction.","listText":"Trump injected USD6.7 trillion into the financial system increasing US debt by 33%. Biden is not far behind. He is going to print another USD6 trillion, pushing the US GDP to Debt ratio way beyond 100%. Such massive QE is&nbsp;inflationary. US CPI for July was 5.4%, highest since the GFC in 2008. I continue to bulld up my reserve for the next correction.","text":"Trump injected USD6.7 trillion into the financial system increasing US debt by 33%. Biden is not far behind. He is going to print another USD6 trillion, pushing the US GDP to Debt ratio way beyond 100%. Such massive QE is inflationary. US CPI for July was 5.4%, highest since the GFC in 2008. I continue to bulld up my reserve for the next correction.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883626733","repostId":2166344336,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":883666402,"gmtCreate":1631238492806,"gmtModify":1676530504875,"author":{"id":"3583102255464470","authorId":"3583102255464470","name":"Ck38","avatar":"https://static.tigerbbs.com/9b8be8ba545142480a0d1d5dc625e918","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3583102255464470","authorIdStr":"3583102255464470"},"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/883666402","repostId":2166344336,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":883687776,"gmtCreate":1631238191495,"gmtModify":1676530504749,"author":{"id":"3582360052677778","authorId":"3582360052677778","name":"ShirlySuet","avatar":"https://static.tigerbbs.com/57d93e0a20280806b45e744b5e2a11cb","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582360052677778","authorIdStr":"3582360052677778"},"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/883687776","repostId":2166344336,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5813546,"gmtCreate":1631238485047,"gmtModify":1663233646443,"authorId":3583102255464470,"author":{"id":3583102255464470,"idStr":"3583102255464470","authorId":3583102255464470,"name":"Ck38","avatar":"https://static.tigerbbs.com/9b8be8ba545142480a0d1d5dc625e918","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.29","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":883687776,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"}],"langContent":"CN"},{"id":883638735,"gmtCreate":1631236941727,"gmtModify":1676530504174,"author":{"id":"3574996050082067","authorId":"3574996050082067","name":"k1wong","avatar":"https://community-static.tradeup.com/news/677b37ef7f68f9ac2e51ca5f6ad6ef5e","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":4,"crmLevelSwitch":1,"idStr":"3574996050082067","authorIdStr":"3574996050082067"},"htmlText":"Oh","listText":"Oh","text":"Oh","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/883638735","repostId":2166344336,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5835826,"gmtCreate":1631404743762,"gmtModify":1663233742441,"authorId":3559581955535845,"author":{"id":3559581955535845,"idStr":"3559581955535845","authorId":3559581955535845,"name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","vip":2,"currentWearingBadge":{"badgeId":"c4ee29b388ff41cc8462b3b7ea00d1e2-1","templateUuid":"c4ee29b388ff41cc8462b3b7ea00d1e2","name":"Monthly Top Contributor","description":"Top 3 Contributors with the most and best Editor's Picks every month","bigImgUrl":"https://static.tigerbbs.com/b0cad6192443c33dca826a001250fbd4","smallImgUrl":"https://static.tigerbbs.com/5ccd98c646815ce7610b0df338e060cc","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/TW/9000980585","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.02","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2003},"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.26","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":883638735,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"},{"id":5813239,"gmtCreate":1631237408369,"gmtModify":1663233644847,"authorId":3579085067033099,"author":{"id":3579085067033099,"idStr":"3579085067033099","authorId":3579085067033099,"name":"deadcow","avatar":"https://static.tigerbbs.com/b73e551a33ab83c745d06a9d890b1f93","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":883638735,"type":1,"supId":0,"prevId":0,"content":"o<u><u>k</u></u>","text":"o<u><u>k</u></u>","html":"o<u><u>k</u></u>"},{"id":5813349,"gmtCreate":1631237719910,"gmtModify":1631889060564,"authorId":3568965050760713,"author":{"id":3568965050760713,"idStr":"3568965050760713","authorId":3568965050760713,"name":"TK63","avatar":"https://static.tigerbbs.com/a4080eac72045136aac680a580145aba","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":883638735,"type":1,"supId":0,"prevId":0,"content":"ok","text":"ok","html":"ok"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":71,"commentSize":4,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2166344336"}