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美银:全球投资者情绪自2025年2月以来最为乐观

Group 1 - Global investor sentiment is at its highest level since February 2025, indicating increased optimism among investors [1] - The likelihood of a hard landing for the economy has decreased to the lowest level since January 2025, suggesting improved economic stability [1] - The allocation to stocks has increased, although it has not yet reached extreme levels, reflecting a cautious but positive outlook [1] Group 2 - 78% of respondents expect short-term interest rates to decline within the next 12 months, indicating expectations of a more accommodative monetary policy [1] - 20% of respondents believe that Waller is the most likely candidate to become the next Federal Reserve Chair, while 19% favor Haskett and 15% favor Waller, showing varied opinions on future leadership [1]