Japan Week Ahead: US Treasury Secretary Bessent Goes to Tokyo on Way to US-China Summit, Meeting PM Takaichi, Others, After Suspected Japan FX Intervention
–Household Spending Seen Sluggish amid Rising Costs, Producer Inflation Accelerating on Mideast Conflict By Max Sato (MaceNews) – Here are the key Japanese events for the coming week. Trading returns to normal after the Golden Week holidays that ended on Wednesday, May 6. Government policymakers have also returned from international meetings and diplomatic visits. The […]
Japan Week Ahead: Markets Jittery After Suspected MOF Intervention to Stop Yen Fall Beyond Y160 as Mideast Conflict Slows Factory Output
–BOJ Board Decides to Stand Pat in 6-to-3 Vote, Mulling Better Timing for Follow-Up Rate Hike By Max Sato (MaceNews) – Here are the key Japanese events for the coming week and a review of the holiday-shortened past week. The local markets will be closed from Monday, May 4 until Wednesday, May 6 in the […]
BofA Global Research Fund Manager Survey: Fund Managers Stay Bullish in February
–Investors Favor Eurozone, EM Markets over U.S. By Vicki Schmelzer NEW YORK (MaceNews) – Global fund managers remained “uber-bullish” in February, according to the latest Bof Global Fund Managers survey, released Tuesday. Given this mindset, any rise in asset prices during the first quarter of 2026 may prove “much harder when all positioned for it,” […]
BofA Global Research Fund Manager Survey: Investors More Bullish in November as 2026 Growth Expectations Improve
–Cash Levels Slip, Inflation Expectations Drop –More Bullish View Tends to Be a Counter-Indicator By Vicki Schmelzer NEW YORK (MaceNews) – Global investors were more bullish and more overweight equities in November as world growth expectations turned positive for 2026, according to a survey of investors. This month a net 3% of those polled looked […]
BofA Global Research Fund Manager Survey: Global Growth Optimism Jumps in September On Fed Rate Cut Hopes and Waning Trade War Jitters
– Fed Independence and US Dollar Debasement Now Number Two “Tail Risk” – 47% Of Portfolio Managers Look for 4 or more Fed Rate Cuts In Coming Year By Vicki Schmelzer NEW YORK (MaceNews) – Global growth optimism jumped in September, fueled by Fed rate cut expectations and waning trade war jitters, according to Bank […]
BofA Global Research Fund Manager Survey: Investors Bullish Despite Tariff Uncertainty
By Vicki Schmelzer NEW YORK (MaceNews) – Global investors maintained a bullish bent in July despite ongoing uncertainty about tariffs, according to BofA Global Research’s monthly fund manager survey, released Tuesday. A net 31% of those polled this month looked for a weaker global economy in the coming months. This compared to a net 46% […]
BofA Global Research Fund Manager Survey: Global Sentiment Recovers as Trade/Recession Jitters Fade
— Sentiment Back at “pre-Liberation Day ‘Goldilocks bull’” Levels By Vicki Schmelzer NEW YORK (MaceNews) – Global investor sentiment recovered in June as trade and recession jitters faded further, according to BofA Global Research’s monthly fund manager survey, released Tuesday. Sentiment toward the global economy, recession and inflation was back at “pre-Liberation Day ‘Goldilocks bull’ […]
BofA Global Research Fund Manager Survey: Investors Less Pessimistic In May As Trade War Uncertainty Eases
By Vicki Schmelzer NEW YORK (MaceNews) – Global investors were less pessimistic in May as trade war uncertainty eased slightly, according to BofA Global Research’s monthly fund manager survey, released Tuesday. Accordingly, recession and inflation concerns declined on the month, the survey noted. A net 59% of those polled in May looked for a weaker […]
BofA Global Research Fund Manager Survey: Trade War Jitters Sends Global Growth Expectations To Record Low
— Global Recession Largest ‘Tail Risk’ in 15-year Survey History By Vicki Schmelzer NEW YORK (MaceNews) –Trade war jitters sent global growth expectations to a record low in April, according to BofA Global Research’s monthly fund manager survey, released Wednesday. At the same time, “trade war triggering a global recession” was viewed as the biggest […]
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 […]