Bofa says that one ‘monster’ trend shows that no one believes that Trump’s tariffs will cause a recession or a bear market

• The inflows in the “Monster” capital show that investors have unconnected tariff fears, says Bank of America.

• The US shares have seen the biggest weekly appearance of the year, Michael Hartnett wrote in the bank.

• “Global investors are nowhere near short American or global shares,” he said.

If investors in stock say they are panicaries because of the upcoming fallThey don’t put their money where their mouths are.

On the week until this Wednesday, US shares recorded the largest weekly inflow in 2025, attracted $ 34.1 billion, said strategist Bank of America Michael Hartnett.

“Capolds of Monster Capital” suggest that investors are not convinced of recessionary and Fears in a bear market This has been increasing lately, he wrote on Friday. Concern rose in the middle of the tariff policies of Trump’s administration, which encouraged fears than greater inflation and Economic weakness.

Although the same concern appeared in the research of the monthly manager of the Bank of America Fund, Hartnett emphasized that investors’ actions indicate a different reality.

In addition to record weekly inflows, he also cited a heavy two -week bustle of shopping for shares among the bank clients.

“Global investors are nowhere near short American or global shares,” he said.

It may not be so obvious when you look at the main American index. Last week S&P 500 immersed in correction territoryAfter falling 10% since February 19th reached the record. The sale happened due to the growing tariff threats that the White House encouraged against Canada and Mexico.

Although a strong occasion could mean that these fears are full, Hartnett noted that the market shows the sensitivity approaching on April 2, which is the deadline for the next round of the Tariff announcement. Tactically cited these relationships and gold Offer more security against “tariff pandemic”.

In the first quarter, two events probably have a greater impact on the investors in the sections, Hartnett said: Department of Government and China Efficiency Deepseek ai.

The first effort is a white house to reduce federal consumption, which could be important for investors who got tired of high Washington Debt and deficit level. But many examined Doge’s actions, and the department quickly reduced US agencies and employees.

Meanwhile, the appearance of Chinese tool Deepseek AI was an opener for US technological investors, as he indicated that competitive AI could develop more cost effective. Its appearance caused by American mega-kap Capsize in January, and top -notch names AI such as Nvidia Continue to fight in the midst of greater competition from China.

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