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2021-12-21
Good luck everyone
As Markets Slide, Here Is Goldman's Bull Case: $125 Billion In January Inflows<blockquote>随着市场下滑，高盛的牛市案例如下：1月份资金流入1250亿美元</blockquote>
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First is that global equities have seen more inflows in 2021 than in the past 25 years combined, a dynamic that \"needs to change before a larger correction can occur.\" The second, and more important catalyst, is that January is the month when most of the capital is deployed, i.e., \"January typically sees 134% of inflows (the rest of the 11 months -34%).\" And with every private wealth manager in the world right now pitching increased allocations into equities (out of cash and out of bonds), Goldman calculates that keeping 2021 pace, \"<b>This would be $125BN worth of inflows quickly in January.\"</b></p><p><blockquote>正如鲁布纳解释的那样，他的论文有两个关键支柱。首先，2021年全球股市的资金流入比过去25年的总和还要多，这种动态“在发生更大的调整之前需要改变”。第二个也是更重要的催化剂是，1月份是大部分资本部署的月份，即“1月份通常会出现134%的资金流入（其余11个月为34%）。”随着世界上所有私人财富管理公司目前都在增加对股票的配置（现金和债券），高盛计算出，保持2021年的步伐，”<b>1月份的资金流入将很快达到1250亿美元。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/4182b58ada83c772528732e7b2d7b582\" tg-width=\"500\" tg-height=\"303\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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First is that global equities have seen more inflows in 2021 than in the past 25 years combined, a dynamic that \"needs to change before a larger correction can occur.\" The second, and more important catalyst, is that January is the month when most of the capital is deployed, i.e., \"January typically sees 134% of inflows (the rest of the 11 months -34%).\" And with every private wealth manager in the world right now pitching increased allocations into equities (out of cash and out of bonds), Goldman calculates that keeping 2021 pace, \"<b>This would be $125BN worth of inflows quickly in January.\"</b></p><p><blockquote>正如鲁布纳解释的那样，他的论文有两个关键支柱。首先，2021年全球股市的资金流入比过去25年的总和还要多，这种动态“在发生更大的调整之前需要改变”。第二个也是更重要的催化剂是，1月份是大部分资本部署的月份，即“1月份通常会出现134%的资金流入（其余11个月为34%）。”随着世界上所有私人财富管理公司目前都在增加对股票的配置（现金和债券），高盛计算出，保持2021年的步伐，”<b>1月份的资金流入将很快达到1250亿美元。”</b></blockquote></p><p> <img src=\"https://static.tigerbbs.com/4182b58ada83c772528732e7b2d7b582\" tg-width=\"500\" tg-height=\"303\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.zerohedge.com/markets/markets-slide-here-goldmans-bull-case-125-billion-january-inflows\">zerohedge</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://www.zerohedge.com/markets/markets-slide-here-goldmans-bull-case-125-billion-january-inflows","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140302086","content_text":"While Goldman's uber-bullish case for a year-end rally appears to have fallen apart now that even Santa has caught covid, the bank refuses to capitulate and in his latest Tactical Fund Flow notes, Goldman trader Scott Rubner expects the current market volatility, which has led to a near uniform negative sentiment and widespread hedge fund deleveraging, to reverse for several reasons - discussed below - including one very big one: over $125 billion of equity inflows in January.\nAs Rubner explains, there are two key pillars to his thesis. 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