Bank of America strategist Michael Hartnett, in his latest "Flow Show" report, noted that despite an accelerated global inflow of funds into equities and the tech sector, he advises investors to remain tactically cautious until mid-November. He believes the market needs to digest a triple uncertainty: policy risks from the US midterm elections, Europe's efforts to curb selling pressure on French government bonds, and AI capital expenditure and financing risks. The BofA strategy team maintains a tactical view of "bond yields down, equities down, dollar down," expecting the DXY to fall below 100 and the 30-year US Treasury yield to approach 5%.