BofA Global Research Fund Manager Survey: Global Investor Sentiment Plunges as Macro Pessimism Surges
–US Equity Allocation Sees Biggest Monthly Drop on Record By Vicki Schmelzer NEW YORK (MaceNews) – A drop in expectations that the U.S. economy will outperform and rising worries about the global economy prompted a “bull crash” in global investor sentiment in March, according to BofA Global Research’s monthly fund manager survey, released Tuesday. When […]
TARIFFS STATE OF PLAY: Trump Tariffs Go Global – A Small Start Compared to What’s Coming
WASHINGTON (MaceNews) – The new worldwide 25% U.S. tariffs on steel and aluminum Wednesday – with no exemptions – piled atop the now 20% levied on China goods, 22 days away from the start of the nation’s far bigger experiment in confrontational trade policy, “reciprocal tariffs.” As expected, retaliatory tariffs also began to accumulate, first […]
BofA Global Research Fund Manager Survey: Investors Embrace Upbeat World Growth Outlook
–Cash Levels Lowest Since 2010 By Vicki Schmelzer NEW YORK (MaceNews) – Global investors embraced an upbeat world growth outlook in February, as evidenced by the lowest cash level holdings since 2010, according to BofA Global Research’s monthly fund manager survey, released Tuesday. Eighty-two percent of those polled this month said a global recession was […]
BofA Global Research Fund Manager Survey: Investors Pare Equity and Bond Longs as Growth Optimism Wobbles
–Investors Reallocate into Eurozone Stocks By Vicki Schmelzer NEW YORK (MaceNews) – Global investors pared equity and bond holdings in January, as growth optimism wobbled at the start of 2025, according to BofA Global Research’s monthly fund manager survey, released Tuesday. A net 8% of those polled in January looked for a weaker global economy […]
BofA Global Research Fund Manager Survey: US Growth Optimism, Fed Rate Cut Expectations Drive ‘Super Bullish’ Sentiment at Year-end
–US Stock Allocation Highest on Record –Cash Allocation at All-Time Lows, Triggers Contrarian Sell Signal, BOA Says By Vicki Schmelzer NEW YORK (MaceNews) – U.S. growth optimism and Fed rate cut expectations drove the “super-bullish” risk sentiment seen at year-end, according to BofA Global Research’s monthly fund manager survey, released Tuesday. A net 7% of […]
BofA Global Research Fund Manager Survey: U.S. Election Results Prompt Boost in Global Growth and Inflation Expectations
–Growth Expectations Jump, Inflation Concerns Sharply Rise By Vicki Schmelzer NEW YORK (MaceNews) – U.S. election results prompted seismic shifts in global growth and inflation expectations, according to BofA Global Research’s monthly fund manager survey, released Wednesday. In terms of post-election views, global growth expectations jumped from a net 10% looking for weaker in October […]
BofA Global Research Fund Manager Survey: Global Investors Look For ‘Soft Landing’
–Majority Sees No US Recession in Coming 18 Months –Chinese Economic Expectations See Record Low By Vicki Schmelzer NEW YORK (MaceNews) – Global investors altered more pessimistic world growth expectations in September, with the majority now looking for a “soft landing” in the next 12 months, according to BofA Global Research’s monthly fund manager survey, […]
BofA Global Research Fund Manager Survey: Global Investors Buy Bonds on Declining Global Growth Expectations
–US Recession Concern Top Tail Risk –Sixty percent of Managers Expect Four Or More Fed Cuts in Next 12 Months By Vicki Schmelzer NEW YORK (MaceNews) – Global investors made a beeline into bonds in July, driven by declining world growth expectations, according to BofA Global Research’s monthly fund manager survey, released Wednesday. Jitters about […]
BofA Global Research Fund Manager Survey: Expected Fed Rate Cuts Drive Bulls
–Geopolitics Number One ‘Tail Risk’ –U.S. Yields, Dollar Higher On ‘Clean Sweep’ Expected for Republicans in November By Vicki Schmelzer NEW YORK (MaceNews) – World investors were bullish in July, with sentiment fueled by Federal Reserve rate cuts expected this year and into 2025, according to BofA Global Research’s monthly fund manager survey, released Wednesday. […]
BofA Global Research Fund Manager Survey: Investors Largely on Hold in June, Eye Fed Rate Cuts
investors waiting for rate cuts later in year