đ#markets #world #sentiment #survey BofA: June survey of international managers
- market sentiment is the most bullish since November 2021
- most investors expect that the global economy will not grow in the next 12 months, 73% of respondents do not expect a recession
- most respondents expect 2 or more Fed rate cuts, the first reduction in September
- long the Magnificent Seven stock
- still the most populous trade
- the biggest risk for markets is inflation, then geopolitics
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