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Merdeka1981
06-12

The keyword is - IF

If An Iran Peace Deal Is Agreed, These Are The Assets Investors Should Buy, Says Bank Of America

Consumer stocks, bitcoin and gold are on that shopping list. Bank of America's Michael Hartnett likes consumer stocks, real-estate investment trusts and gold if peace in the Middle East breaks out soon.With markets increasingly confident of a peace agreement being signed soon between the U.S. and Iran, investors may be wondering which assets they should be buying when the announcement comes.Hartnett said President Donald Trump should move quickly to wrap up the U.S.-Iran conflict, because getting asset prices higher is the best way to implement his "America First" strategy. The urgency comes as Trump's inflation approval rating has plummeted to 27% - dropping below former President Joe Biden's - while U.S. oil inventories are hovering at a 45-year low. As well, data released this week showed consumer-price inflation above 4%.India and Indonesia were also badly affected by the spike in energy prices and the difficulty in obtaining sufficient quantities of crude . The rupee has fallen 5%

If An Iran Peace Deal Is Agreed, These Are The Assets Investors Should Buy, Says Bank Of America

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Bank of America's Michael Hartnett likes consumer stocks, real-estate investment trusts and gold if peace in the Middle East breaks out soon.With markets increasingly confident of a peace agreement being signed soon between the U.S. and Iran, investors may be wondering which assets they should be buying when the announcement comes.Hartnett said President Donald Trump should move quickly to wrap up the U.S.-Iran conflict, because getting asset prices higher is the best way to implement his \"America First\" strategy. The urgency comes as Trump's inflation approval rating has plummeted to 27% - dropping below former President Joe Biden's - while U.S. oil inventories are hovering at a 45-year low. As well, data released this week showed consumer-price inflation above 4%.India and Indonesia were also badly affected by the spike in energy prices and the difficulty in obtaining sufficient quantities of crude . The rupee has fallen 5%","content":"<html><head></head><body><p style=\"text-align: left;\">With markets increasingly confident of a peace agreement being signed soon between the U.S. and Iran, investors may be wondering which assets they should be buying when the announcement comes.</p><p style=\"text-align: left;\">A team at Bank of America led by chief strategist, Michael Hartnett offered a few ideas in their weekly Flow Show note to clients released Friday. A contrarian &#39;winners-of-the-peace&#39; shopping list includes consumer stocks, real-estate investment trusts, European shares, bitcoin, gold and emerging-market currencies, particularly those that have been bashed up the worst, such as India (USDINR) and Indonesia (USDIDR).</p><p style=\"text-align: left;\">Hartnett said President Donald Trump should move quickly to wrap up the U.S.-Iran conflict, because getting asset prices higher is the best way to implement his &#34;America First&#34; strategy. The urgency comes as Trump&#39;s inflation approval rating has plummeted to 27% - dropping below former President Joe Biden&#39;s - while U.S. oil inventories are hovering at a 45-year low. As well, data released this week showed consumer-price inflation above 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0af84337cb9bd60c3647c49ef6a04a4\" data-align=\"center\" tg-width=\"700\" tg-height=\"497\"/><span></span></p><p style=\"text-align: left;\">As for those immediate beneficiaries to an end of hostilities in the Gulf, Hartnett and his colleagues noted that REITs were touching new highs this week. The most representative exchange-traded fund, Vanguard&#39;s real estate vehicle on the asset class VNQ, is now up 9% on the year. Consumer stocks, as measured by the State Street Consumer Discretionary Select Sector SPDR ETF XLY, are more than 10% off their April lows also.</p><p style=\"text-align: left;\">Hartnett pointed out that given the extent of deleveraging that has taken place in bitcoin (BTCUSD) and gold (GC00), both of these assets are due a reversal. Bitcoin is down 27% so far in 2026 and gold down 2%, but both are still trading pretty much at their lows. The strength of the dollar DXY in recent months further contributed to derisking on those assets.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6880dbe0fdb1b1209babb4977906ffa\" data-align=\"center\" tg-width=\"700\" tg-height=\"489\"/><span></span></p><p style=\"text-align: left;\">European shares XX:SXXP are back at the levels at which they traded on the eve of the conflict, but the heavy-dependency on imported energy did push that benchmark index down 10% at one point in April.</p><p style=\"text-align: left;\">India and Indonesia were also badly affected by the spike in energy prices and the difficulty in obtaining sufficient quantities of crude (BRN00). The rupee has fallen 5% against the dollar this year and the rupiah has conceded 6.5%.</p><p style=\"text-align: left;\">Hartnett&#39;s &#39;Bull &amp; Bear Indicator&#39; - a proprietary measure of trading sentiment - is still signaling a sell call with a reading of 8.8 out of 10, but he acknowledges that for now &#34;asset allocation is frozen bullish.&#34; He recommended investors keep taking trading chips off the table until tighter financial conditions peak once new Federal Reserve Chairman Kevin Warsh turns hawkish - as the strategist expects - at the central bank&#39;s July 29 meeting.</p><p style=\"text-align: left;\">Since 2002, that indicator has triggered a sell call 17 times, proved accurate on 60% of those ,and led to an average loss for global stocks in the following two to three months of 2%-3%.</p></body></html>","collect":0,"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>If An Iran Peace Deal Is Agreed, These Are The Assets Investors Should Buy, Says Bank Of America</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\">\nIf An Iran Peace Deal Is Agreed, These Are The Assets Investors Should Buy, Says Bank Of America\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-06-12 22:28</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">With markets increasingly confident of a peace agreement being signed soon between the U.S. and Iran, investors may be wondering which assets they should be buying when the announcement comes.</p><p style=\"text-align: left;\">A team at Bank of America led by chief strategist, Michael Hartnett offered a few ideas in their weekly Flow Show note to clients released Friday. A contrarian &#39;winners-of-the-peace&#39; shopping list includes consumer stocks, real-estate investment trusts, European shares, bitcoin, gold and emerging-market currencies, particularly those that have been bashed up the worst, such as India (USDINR) and Indonesia (USDIDR).</p><p style=\"text-align: left;\">Hartnett said President Donald Trump should move quickly to wrap up the U.S.-Iran conflict, because getting asset prices higher is the best way to implement his &#34;America First&#34; strategy. The urgency comes as Trump&#39;s inflation approval rating has plummeted to 27% - dropping below former President Joe Biden&#39;s - while U.S. oil inventories are hovering at a 45-year low. As well, data released this week showed consumer-price inflation above 4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0af84337cb9bd60c3647c49ef6a04a4\" data-align=\"center\" tg-width=\"700\" tg-height=\"497\"/><span></span></p><p style=\"text-align: left;\">As for those immediate beneficiaries to an end of hostilities in the Gulf, Hartnett and his colleagues noted that REITs were touching new highs this week. The most representative exchange-traded fund, Vanguard&#39;s real estate vehicle on the asset class VNQ, is now up 9% on the year. Consumer stocks, as measured by the State Street Consumer Discretionary Select Sector SPDR ETF XLY, are more than 10% off their April lows also.</p><p style=\"text-align: left;\">Hartnett pointed out that given the extent of deleveraging that has taken place in bitcoin (BTCUSD) and gold (GC00), both of these assets are due a reversal. Bitcoin is down 27% so far in 2026 and gold down 2%, but both are still trading pretty much at their lows. The strength of the dollar DXY in recent months further contributed to derisking on those assets.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c6880dbe0fdb1b1209babb4977906ffa\" data-align=\"center\" tg-width=\"700\" tg-height=\"489\"/><span></span></p><p style=\"text-align: left;\">European shares XX:SXXP are back at the levels at which they traded on the eve of the conflict, but the heavy-dependency on imported energy did push that benchmark index down 10% at one point in April.</p><p style=\"text-align: left;\">India and Indonesia were also badly affected by the spike in energy prices and the difficulty in obtaining sufficient quantities of crude (BRN00). The rupee has fallen 5% against the dollar this year and the rupiah has conceded 6.5%.</p><p style=\"text-align: left;\">Hartnett&#39;s &#39;Bull &amp; Bear Indicator&#39; - a proprietary measure of trading sentiment - is still signaling a sell call with a reading of 8.8 out of 10, but he acknowledges that for now &#34;asset allocation is frozen bullish.&#34; He recommended investors keep taking trading chips off the table until tighter financial conditions peak once new Federal Reserve Chairman Kevin Warsh turns hawkish - as the strategist expects - at the central bank&#39;s July 29 meeting.</p><p style=\"text-align: left;\">Since 2002, that indicator has triggered a sell call 17 times, proved accurate on 60% of those ,and led to an average loss for global stocks in the following two to three months of 2%-3%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DZZ":"德银黄金两倍做空ETN","PHYS":"Sprott Physical Gold Trust","AAAU":"Goldman Sachs Physical Gold ETF","BEGS":"RAREVIEW 2X BULL CRYPTOCURRENCY & PRECIOUS METALS ETF","VNQ":"不动产信托指数ETF-Vanguard","IGLD":"FT Vest Gold Strategy Target Income ETF®","DULL":"MICROSECTORS GOLD -3X INVERSE LEVERAGED ETN","GDX":"黄金矿业ETF-VanEck","GLD":"黄金ETF-SPDR","PICK":"iShares MSCI Global Metals & Mining Producers ETF","GDXD":"MicroSectors Gold Miners -3x Inverse Leveraged ETN","GLL":"2倍做空黄金ETF-ProShares","UGL":"2倍做多黄金ETF-ProShares","DGZ":"做空黄金ETN(德银)","GOLY":"Strategy Shares Gold Enhanced Yield ETF","FGDL":"FRANKLIN RESPONSIBLY SOURCED GOLD ETF","GDXJ":"小型黄金矿业ETF(Market Vectors)","BTGD":"STKD Bitcoin & Gold ETF","GBUG":"Sprott Active Gold & Silver Miners ETF","SHNY":"MICROSECTORS GOLD 3X LEVERAGED ETN","OUNZ":"VanEck Merk黄金股票基金","CEF":"Sprott Physical Gold & Silver Trust","GDXU":"MicroSectors Gold Miners 3x Leveraged ETN","GLDM":"SPDR Gold MiniShares Trust","SGDM":"Sprott Gold Miners ETF","XME":"金属与采矿指数ETF-SPDR","USG":"USCF Gold Strategy Plus Income Fund","BGLD":"FT Vest Gold Strategy Quarterly Buffer ETF","IAU":"黄金信托ETF-iShares","DGP":"二倍做多黄金ETN(PowerShares)","BAR":"GraniteShares Gold Shares","GDXY":"YieldMax Gold Miners Option Income Strategy ETF","UYM":"基础材料指数ETF-ProShares两倍做多","JNUG":"金矿指数二倍做多ETF","YGLD":"Simplify Gold Strategy PLUS Income ETF","DBC":"商品指数ETF-PowerShares DB","GLTR":"abrdn Physical Precious Metals Basket Shares ETF","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","IAUI":"NEOS Gold High Income ETF","SGOL":"Abrdn Gold ETF Trust","GLDY":"Defiance Gold Enhanced Options Income ETF","JDST":"金矿指数二倍做空ETF","PGF":"优先金融股指数ETF-PowerShares","IAUM":"ISHARES GOLD TRUST MICRO","RING":"iShares MSCI Global Gold Miners ETF","GOAU":"U.S. Global GO GOLD and Precious Metal Miners ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","XLY":"消费品指数ETF-SPDR可选消费品","KGLD":"Kurv Gold Enhanced Income ETF"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2642296883","content_text":"With markets increasingly confident of a peace agreement being signed soon between the U.S. and Iran, investors may be wondering which assets they should be buying when the announcement comes.A team at Bank of America led by chief strategist, Michael Hartnett offered a few ideas in their weekly Flow Show note to clients released Friday. A contrarian 'winners-of-the-peace' shopping list includes consumer stocks, real-estate investment trusts, European shares, bitcoin, gold and emerging-market currencies, particularly those that have been bashed up the worst, such as India (USDINR) and Indonesia (USDIDR).Hartnett said President Donald Trump should move quickly to wrap up the U.S.-Iran conflict, because getting asset prices higher is the best way to implement his \"America First\" strategy. The urgency comes as Trump's inflation approval rating has plummeted to 27% - dropping below former President Joe Biden's - while U.S. oil inventories are hovering at a 45-year low. As well, data released this week showed consumer-price inflation above 4%.As for those immediate beneficiaries to an end of hostilities in the Gulf, Hartnett and his colleagues noted that REITs were touching new highs this week. The most representative exchange-traded fund, Vanguard's real estate vehicle on the asset class VNQ, is now up 9% on the year. Consumer stocks, as measured by the State Street Consumer Discretionary Select Sector SPDR ETF XLY, are more than 10% off their April lows also.Hartnett pointed out that given the extent of deleveraging that has taken place in bitcoin (BTCUSD) and gold (GC00), both of these assets are due a reversal. Bitcoin is down 27% so far in 2026 and gold down 2%, but both are still trading pretty much at their lows. The strength of the dollar DXY in recent months further contributed to derisking on those assets.European shares XX:SXXP are back at the levels at which they traded on the eve of the conflict, but the heavy-dependency on imported energy did push that benchmark index down 10% at one point in April.India and Indonesia were also badly affected by the spike in energy prices and the difficulty in obtaining sufficient quantities of crude (BRN00). The rupee has fallen 5% against the dollar this year and the rupiah has conceded 6.5%.Hartnett's 'Bull & Bear Indicator' - a proprietary measure of trading sentiment - is still signaling a sell call with a reading of 8.8 out of 10, but he acknowledges that for now \"asset allocation is frozen bullish.\" He recommended investors keep taking trading chips off the table until tighter financial conditions peak once new Federal Reserve Chairman Kevin Warsh turns hawkish - as the strategist expects - at the central bank's July 29 meeting.Since 2002, that indicator has triggered a sell call 17 times, proved accurate on 60% of those ,and led to an average loss for global stocks in the following two to three months of 2%-3%.","news_type":1,"symbols_score_info":{"DZZ":0.64,"VNQ":0.64,"BEGS":0.9,"DBC":0.75,"RING":0.64,"XLY":2,"FGDL":0.64,"GDXD":0.64,"GDXJ":0.64,"GLDY":0.6,"GOAU":0.64,"USG":0.64,"GOLY":0.64,"BGLD":0.6,"DULL":0.64,"GLDM":0.64,"IAUM":0.64,"YGLD":0.6,"OUNZ":0.64,"PHYS":0.64,"GLTR":0.64,"SGDM":0.64,"IGLD":0.6,"GLD":0.6,"IAUI":0.64,"GLL":0.64,"BAR":0.64,"UGL":0.64,"PGF":1.5,"BTGD":0.9,"GDXY":0.64,"KGLD":0.6,"IAU":0.64,"DUST":0.64,"DGP":0.64,"SGOL":0.64,"GDXU":0.64,"GDX":0.64,"JNUG":0.64,"UYM":0.64,"GBUG":0.64,"CEF":0.64,"SHNY":0.64,"GCmain":1.5,"AAAU":0.64,"XME":0.64,"PICK":0.64,"DGZ":0.6,"JDST":0.64}},"isVote":1,"tweetType":1,"viewCount":98,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":15,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}