Risk of hard landing drops to 2025 low as equity allocation rises on improved outlook
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最新报道：Bank of America's latest survey reveals hard landing risks at a 2025 low, fueled by growing U.S. economic optimism and increased equity allocations. 78% of fund managers anticipate rate cuts within a year, with large-cap tech stocks favored as inflation cools and global sentiment strengthens. Notably, 20% predict Fed Chair succession for Christopher Waller, signaling market confidence in policy easing amid stable conditions. While equity allocations remain cautious, 29% still view trade wars as the top risk, underscoring persistent macroeconomic uncertainties.
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