Bank of America analysts pointed out that thanks to strong U.S. economic growth expectations, investors' bets on Trump's second term, and the continued strength of the U.S. dollar, the U.S. stock market's share of the global stock market has risen to the highest level in 75 years. historical highs. (Preliminary summary: Ball warned that "there is no rush to cut interest rates." Bitcoin fell by $86,600, and all U.S. stocks fell. October PPI showed that inflation is still sticky) (Background supplement: The three major U.S. stock indexes hit new highs! Coinbase soared 20%, Tether mints 2 billion USDT in advance) The U.S. stock market has ushered in a bullish trend this year, driven by the in-depth development of artificial intelligence (AI). The S&P 500 index once exceeded the 6,000-point mark this month and has hit dozens of record highs this year. ; At the same time, after Trump announced his victory in the US election at the beginning of this month, US stocks were stimulated to gain strength again. Even Karen Karniol-Tambour, chief investment officer of Bridgewater, the largest hedge fund in the US, also said that US stocks still have room to continue to rise. . Bank of America: U.S. stocks account for as much as 75% of the global market. In this context, Bank of America strategist Michael Hartnett recently pointed out that in the past week as of November 13, U.S. stock funds attracted a total of $55.8 billion in capital inflows, a record high since The biggest weekly inflows since March. At the same time, the analyst also pointed out that the current market has seen a large-scale fund rotation phenomenon, that is, funds flow from bonds to stocks, from China to the United States, and from gold to cryptocurrency. Under this phenomenon, the market share of the U.S. stock market in the global stock market has also risen to a 75-year historical high. In this regard, Bank of America analysts pointed out: This is a withdrawal of American exceptionalism. Behind this bull market The driving factors are strong U.S. economic growth expectations, investors' bets on Trump's second term, and the continued strength of the U.S. dollar. U.S. stock market share of global market share. Chart source: Bank of America The United States outshines others, while the European Stoxx 50 Index has fallen for five consecutive weeks. However, Bank of America analysts also pointed out that the current situation is that extreme optimism mainly appears in the United States, while markets and risk assets in other parts of the world are The situation is not optimistic. Bank of America analysts explained that from the perspective of capital flows, although the U.S. stock market continues to attract capital inflows, emerging markets and Chinese stock markets are facing continued capital outflows. China alone has outflowed US$21.1 billion in the past five weeks. funds;Even Europe saw its seventh straight week of outflows, amounting to $3.1 billion. Taking the Eurozone's largest flagship index, the Euro Stoxx 50, as an example, its weekly decline has continued for five consecutive weeks, showing a huge difference from the U.S. stock market. Note: The Euro Stoxx 50 Index is a market capitalization weighted average index composed of the 50 companies with the largest market capitalization and the highest liquidity listed on the capital markets of 12 countries including the Eurozone member states Germany, France, Italy, and Finland. Related reports: When will the biggest bubble in U.S. stock market history burst? Analyst: Don’t be afraid of economic recession, the real fatal thing is the interest rate difference between Japan and the United States. Bitcoin’s “N-shaped vertical move” explodes in both long and short positions! ASML's financial report was far below expectations, and US stocks plummeted. NVIDIA fell more than 4.5%. Buffett's indicator hit 200%! Citi warns: A flash crash in the U.S. stock market may occur at any time, and bulls are too optimistic... "U.S. stocks attracted US$55.8 billion in one week, and their global market share hit a 75-year high, but European stocks have fallen for five consecutive weeks..." This article was first published on BlockTempo is the most influential blockchain news media.