美银：基金经理调查
全球碳捕集与封存研究院·2024-07-17 02:18
资料办入包识至球:水木调研纪委 关注公众予:水木纪委 Global Fund Manager Survey In Soft We Trust BofA July Global Fund Manager Survey Bottom Line: FMS investors remain bullish driven by Fed rate cuts & soft landing; July growth expectations lower and FMS cash level up to 4.1% but change in "long equity- short bond" conviction awaits shock to soft landing narrative (and politics entrenching existing conviction); BofA Bull & Bear Indicator remains at 6.3. FMS on Growth: global growth expectations fall from :6% to :27% (net), largest d ...