"Surge in Investor Confidence: Key Takeaways from the Latest BofA Fund Manager Survey"
TL;DR Summary
Bank of America's latest fund manager survey reveals bullish sentiment, with cash levels down and a focus on tech. Investors are no longer predicting a recession, but concerns about inflation persist. The survey highlights crowded trades, including long US$ and short China stocks, prompting caution and contrarian trade suggestions from BofA.
- Six warning signs in the Bank of America fund manager survey ForexLive
- Investors haven't been this excited about the economy in 2 years Yahoo Finance
- Bullish investors drop recession calls for first time since April 2022 Reuters
- BofA Survey Shows Investors Are All In on US Tech Stock Rally Bloomberg
- Long cash and short tech: The ultimate contrarian trades as investors turn the most bullish in 2 years CNBC
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