美银：基金经理调查艰难的一天的枯萎
全球碳捕集与封存研究院·2024-06-19 07:54
Global Fund Manager Survey A Hard Day's Blight BofA June Global Fund Manager Survey Bottom line: Global FMS sentiment most bullish since Nov'21, driven by low FMS cash levels (4.0% = 3-year low) and big equity allocation; but global risk sentiment not yet extreme...BofA Bull & Bear Indicator stays at 6.0. On the macro: investors expect global growth to be unchangedjin next 12 months; 73% of respondents say no recession; no landing probability (26%) has peaked, soft landing (64%) firmly consensus, hard landi ...