这是一个长牛市,别把手中的筹码丢了,望大家发财致富
BofA Fund Manager Survey summary:
• Global Fund Managers most Bullish since NOV 2021.
• Majority expect rate cuts in second half & no recession.
• Cash levels at 3-year low, stock allocation highest since JAN 2022.
• Most crowded trade: long Mag7 (51%).