The Flow Show

The report highlights extreme investor bullishness as measured by the BofA Bull & Bear Indicator, which sits at 9.5 and suggests reducing risk. Despite the 'sell' signal, market sentiment remains buoyed by a 'no landing' economic narrative and strong inflows into equities, particularly in tech and China.

Key Takeaways

• 1.The BofA Bull & Bear Indicator remains at an extreme bullish reading of 9.5, triggering a 'sell signal'.
• 2.Strong market sentiment is supported by a 'no landing' narrative, characterized by a nominal economic boom and a refusal by investors to retreat from risk assets.
• 3.Global equity inflows reached $56.4bn this week, with significant interest in technology ($18.8bn) and Chinese equities ($9.0bn).

Table of Contents

• The Flow Show
• On Presidential Cycles
• Asset Class Flows
• Fixed Income Flows
• Equity Flows
• BofA private client flows & allocations
• The Asset Class Quilt of Total Returns
• BofA Rules & Tools
• BofA Bull & Bear Indicator
• 2026 Cross-Asset Winners & Losers
• Acronyms
• Important Disclosures

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