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2026-09-15 17:52:08
[Bond Yields Surge, Investors Turn Cautious] ⑴ A Bank of America fund manager survey shows that investor enthusiasm for equities is waning as rising bond yields and uncertainty surrounding the US midterm elections dampen market sentiment. ⑵ Global equity overweighting has fallen from 56% to 49%, while cash levels have increased. ⑶ Disorderly bond selling is currently considered the number one tail risk in the market, although investors remain optimistic about corporate earnings and economic growth. ⑷ The market will focus on whether bond yields can stabilize and whether this shift in sentiment will further influence fund flows.
