BofA’s Hartnett Sees S&P Retesting 4,200 as China Woes Grow

  • Cash inflows year-to-date exceed 2020 record: BofA citing EPFR
  • Says spike in Cboe put-call ratio is a ‘bad sign’ for stocks

Global markets have been roiled this week on growing concerns about the health of China’s property market and its impact on the broader economy. 

Photographer: Qilai Shen/Bloomberg
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US stocks could drop another 4% as the economic turmoil in China spooks global investors and bond yields surge, according to Bank of America Corp.’s Michael Hartnett.

The strategist — who has held on to his bearish outlook this year even as equities rallied — said a further spike in Treasury yields and a weakening Chinese yuan could push the S&P 500 to 4,200 points — nearly 4% lower than current levels.