BofA_Global Fund Manager Survey Bulls go Global-240319
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- 📄 文件全名
- 《BofA_Global Fund Manager Survey Bulls go Global-240319.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- tad to 4.4% leaving BofA Bull & Bear Indicator at 6.5… bullish but not yet extreme bullish.
- remains consensus at 62% probability, while 23% say "no" landing (was 5% in Oct'23)
- and 11% say "hard" landing (was 30%); EPS optimism at 2-year high and investor desire
- On Rates, Risks & Crowds: 84% expect short rates to decline next 12 months, 40%
- expect lower bond yields (was 62% in Dec'23); "inflation" seen as #1 tail risk; "long
- 🏷️ 核心议题
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