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Cobra wrote:probably will fill the gap, let's see.
Al_Dente wrote:...Best contrarian trade: long Utilities, short Banks...
Al_Dente wrote:According to BofA’s February Fund Manager Survey (163 participants with $510BN in AUM),
Fund managers have taken out protection against a sharp fall in equity markets in the next 3 months, and are rotating into cash and out of equities.
Average cash balances rise to 4.7% this month, up from 4.4% in January (avg = 4.5% past 10 years).
Allocation to equities fell to net 43% from net 55% overweight, the largest one-month decline in two years;
allocation to bonds now at a record low of net 69% underweight.
80% expect rates to rise.
60% say Inflation & bonds most likely catalyst for cross-asset crash.
91% say recession "unlikely"
Best contrarian trade: long Utilities, short Banks
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Cobra wrote:probably will fill the gap, let's see.
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