Equity survey back to net-bullish this week

Callum_Thomas
02-26

Equity survey back to net-bullish this week $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$

ImageImage

Interestingly, "fundamentals" sentiment is the strongest since 2021

ImageImage

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

ImageImage

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

ImageImage

https://twitter.com/Callum_Thomas/status/1761485807175770560

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap
Leave a comment