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2025-12-16 19:03:28
[Optimism Soars: Global Fund Managers' Confidence in a Soft Landing Reaches Unprecedented Highs] ⑴ Bank of America's December global fund manager survey shows that investor optimism about the macroeconomic outlook has risen to its highest level since August 2021. ⑵ Specifically, the net margin of global economic growth expectations jumped sharply from 3% to 18%, demonstrating a significant improvement in expectations. ⑶ Bank of America analysis points out that this strong optimism is mainly driven by robust earnings expectations, with a net margin of 29%, also the highest since August 2021. ⑷ The survey shows that as many as 57% of surveyed fund managers believe that the economy will achieve a "soft landing," meaning that while inflation slows, the economy will not fall into recession. ⑸ Current market sentiment and stock price performance are catching up, indicating that investors are reassessing and supporting existing valuation levels based on improved economic expectations.
