The latest data from the BofA Global Fund Manager Survey shows how sentiment is changing in the world of finance 🌍📈. Here are the key trends:
🟠 Is economic growth returning?
Global growth expectations have soared from -10% to 23%, while forecasts for the US economy have risen from -22% to 28%. It looks like the markets are starting to breathe more confidently 💪.
🟠 Inflation is on the horizon again
For the first time since 2021, expectations of higher inflation have shifted from -44% to 10%. Is this a challenge or an opportunity? The question remains open 🔥.
🟠 Soft landing in question
The chances of a “soft landing” have dropped from 76% to 55%, but 33% of investors are ready for a “no landing” — a complete reboot of the strategy 🚀.
🟠 More risks - less cash
The share of cash among investors has decreased from 4.3% to 4% - they are ready to invest big!
🟠 Records for US stocks
Investors have increased their positions in US stocks from 10% to 29%, the highest since 2013. And there is also a focus on small caps and bonds 📊.
🟠 Trade war again?
The US and China may return to conflict in 2025 - we follow the policy and its impact on the market 🌐⚔️.
🤔 Conclusion: Markets are becoming more and more bullish 🐂. But remember - high optimism sometimes signals the need to be more cautious.
📢 What do you think? Are the markets ready for a new rally? Share your predictions!