Money managers now the most bullish they've been in two years

seekingalpha02-14

Bullish sentiment among fund managers is at the highest level since January 2022, according to the latest BofA survey. That could spell some trouble for stocks ahead. The February Global Fund Manager ...

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The February Global Fund Manager ...</p>\n\n<a href=\"https://seekingalpha.com/news/4066277-money-managers-now-the-most-bullish-theyve-been-in-two-years\">Source Link</a>\n\n</div>\n","source":"seekingalpha","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Money managers now the most bullish they've been in two years</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMoney managers now the most bullish they've been in two years\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-14 02:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4066277-money-managers-now-the-most-bullish-theyve-been-in-two-years><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Bullish sentiment among fund managers is at the highest level since January 2022, according to the latest BofA survey. That could spell some trouble for stocks ahead. The February Global Fund Manager ...</p>\n\n<a href=\"https://seekingalpha.com/news/4066277-money-managers-now-the-most-bullish-theyve-been-in-two-years\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"USO","symbol_name":"美国原油ETF","start_time":0,"source_url":"https://seekingalpha.com/news/4066277-money-managers-now-the-most-bullish-theyve-been-in-two-years","article_id":"2411393755","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2411393755","pubTimestamp":1707849577,"sourceInfo":{"source_id":"seekingalpha","name":"Seeking Alpha"},"weMediaInfo":null,"summary":"Bullish sentiment among fund managers is at the highest level since January 2022, according to the latest BofA survey. That could spell some trouble for stocks ahead. 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That could spell some trouble for stocks ahead. The February Global Fund Manager survey of 249 panelists with $656B in assets under management showed BofA's broadest measure of sentiment (based on cash levels, equity allocation and growth expectations) rose to 4.1 from 2.9. Investor positioning is \"increasingly a headwind for risk assets,\" strategist Michael Hartnett wrote.  In addition, for the time since April 2022 money managers are not predicting a recession, with 2/3 going for a soft landing, 1/5 saying no landing and just 1 in 10 going for a hard landing.  Hartnett said a contrarian trade for a hard landing would be long cash (VMFXX) (SPRXX) (VMVXX) (SWVXX) and defensive stocks (XLV) (XLU) (XLP) and short U.S. stocks (NYSEARCA:SPY) (IVV) (VOO) (NASDAQ:QQQ) (IWM) (VO) and Japanese stocks (EWJ), as well as tech stocks (XLK) (XLC) (XLY). A contrarian trade for no landing would be long commodities (DBC) (GSG), long energy (XLE) (USO) (BNO) (UNG) long the greenback (DXY) and short bonds (TBT) (TLT) (SHY) (IEF) (IEI) (HYG) (JNK) (LQD). Long the Magnificent 7 (AAPL) (AMZN) (GOOG) (GOOGL) (META) (MSFT) (NVDA) (TSLA) keeps the top spot as the most crowded trade, rising to 61%. It's been the leader since October 2022, when it took pole position from long U.S. dollar. That's followed by short China equities (MCHI) (FXI), where 25% saw a structural underweight is the right strategy. Long Japan equities rounds out the top three. Among tail risks, higher inflation regains the top spot from geopolitics, which is down to second. That's followed by a systemic credit event, a hard landing and the U.S. election.  More on the markets  QQQ: Collection Of Best Ideas SPY: Up 14 Weeks Out Of Last 15 - I'm Out SPY: Larger Treasury Issuances And Fewer Fed Cuts Are Not Priced In Citi calls for a 5,100 S&P year-end-target and likes AI, fintech, and infrastructure Investors sell fund assets for the second week in three as they hand back over $15B","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2411393755"}