SubscribeBANK OF AMERICAMacro:mild recession with good balance sheet in both consumers and corporationsBonds:interest to bonds re-emerge and bonds are likely to perform in the first half year.current short-term yield would higher than inflation rate and would be better than stock dividends, and yield competitiveness would go further in next few years.Stocks:Climate Change: Bullish for renewable energy; and for traditional resources like oil.Reshoring of supply chains: should be a key theme as...