🚨 【Global Capital 'Blood Alert'｜82% of Fund Managers Bet on Economic Winter】 🚨

🔥 The latest 'Global Fund Manager Survey Report' from Bank of America releases a heavy signal —— Institutional investors' pessimism about the global economic outlook has surged to a 30-year peak, initiating an epic asset allocation migration!

📉 Core Data Storm

1️⃣ Historic Pessimistic Consensus:

- 82% of respondents believe the global economy will accelerate its deterioration → This proportion exceeds the 2008 financial crisis (79%) and the 2020 pandemic crash (76%)

- 42% of institutions warn of a recession within 6 months → An increase of 15 percentage points from last month, marking the largest single-month increase since the 2023 Silicon Valley Bank crisis

2️⃣ Epic Sell-off in US Stocks:

- The proportion of investors planning to reduce their US stock positions exceeds 63% → Doubling from Q1 (only 31% by the end of 2024)

- The median target price for the S&P 500 has been lowered to 4200 points (a potential decline of 12% from current levels)

💡 In-Depth Insight:

When 82% of capital stewards collectively shift to defense, it is not only an extreme of market sentiment but also a harbinger of the restructuring of the global economic order. Every position adjustment at this moment writes a footnote for the 'Twilight of Dollar Hegemony' and the 'Battle for Asset Pricing Power in the Asian Century'.

#Macroeconomics #Capital Migration #Recession Warning #US Stock Storm