英文【美国银行】美银10月全球基金经理调查
2025-10金融投资26免费
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- 📄 文件全名
- 《英文【美国银行】美银10月全球基金经理调查-26页.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- low 3.8%, liquidity conditions rated best since Sep'21; full-bull sentiment tempered by
- On Macro & Policy: global recession concerns at lowest level since Feb'22, biggest 6month surge in growth optimism since Oct'20, and expectation of soft landing 54% vs.
- no landing 33% and hard landing 8%...why the number of investors forecasting higher
- On Risks & Crowds: #1 most crowded trade is “long gold” (43%), #1 tail risk is “AI
- bubble (33%), and #1 systemic credit event source now seen as “private equity/credit”
- 🏷️ 核心议题
- #银行#基金