"Investors Confident in Soft Landing, Geopolitics Now Top Market Risk"
TL;DR Summary
Investors are increasingly confident in a "soft landing" for the global economy, where inflation decreases without high interest rates causing economic turmoil. Bank of America's July Global Fund Manager Survey shows 68% of respondents expect this outcome, the highest since January 2024. Geopolitical conflict has overtaken inflation as the top market risk. Positive CPI data and expectations of Federal Reserve rate cuts have fueled a stock market rally, particularly in interest-rate-sensitive sectors like Real Estate and Industrials. The Russell 2000 has notably outperformed the S&P 500, indicating a significant shift in investor sentiment.
- Investors are growing increasingly confident about a 'soft landing' Yahoo Finance
- The biggest risk to markets is no longer inflation, say fund managers MarketWatch
- Investors are optimistic but wary of geopolitics, BofA says Reuters
- BofA survey reveals views on the economy, recession thoughts, and monetary policy Seeking Alpha
- Geopolitics trumps higher inflation as top tail risk in latest BofA fund manager survey ForexLive
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