Bond survey meanwhile neutral, stuck in the middle of various macro-sentiment cross-currents
Your *bonds* view/positioning is (primary reason in brackets):
[Bearish = rising yields]
[Bullish = falling yields]
Bullish (Fundamentals)
35.5%
Bullish (Technicals)
14.7%
Bearish (Fundamentals)
38.5%
Bearish (Technicals)
11.3%
Equity survey most bullish since Dec 2021 $S&P 500(.SPX)$ $SPDR S&P 500 ETF Trust(SPY)$
Your equities view/positioning is (primary reason in brackets):
Bullish (Fundamentals)
33%
Bullish (Technicals)
29.7%
Bearish (Fundamentals)
26.1%
Bearish (Technicals)
11.2%
https://twitter.com/Callum_Thomas/status/1763917178687144180
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