Equity survey back to net-bullish this week $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$
Interestingly, "fundamentals" sentiment is the strongest since 2021
Your equities view/positioning is (primary reason in brackets):
Bullish (Fundamentals)
32.1%
Bullish (Technicals)
23.8%
Bearish (Fundamentals)
27.7%
Bearish (Technicals)
16.5%
ond survey back to net-bullish too
Your *bonds* view/positioning is (primary reason in brackets): [Bearish = rising yields] [Bullish = falling yields]
Bullish (Fundamentals)
41.1%
Bullish (Technicals)
11.3%
Bearish (Fundamentals)
38.3%
Bearish (Technicals)
9.2%
Combined surveys macro/fundamental gauge is pointing to a big PMI reacceleration
https://twitter.com/Callum_Thomas/status/1761485807175770560
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