Tag Archives: investor sentiment

As growth gloom deepens, Twitter offers clues to earnings

Investors started last year full of optimism and ended it surrounded by doom and gloom. This year seems to have started in a bleak mood. So how likely is it that it will end on a positive note?

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As market bubbles keep inflating, signal gets close to ‘sell’

Investors’ optimism remained at very high levels, despite the beginning of tapering of quantitative easing by the European Central Bank (ECB), tensions with North Korea and the Catalan crisis.

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Collapse in confidence in the markets is ‘endemic’

Investors are operating in “blue screen safety mode,” as they wonder what to do next amid the collapse in confidence in the markets, Chris Tinker, co-founder at Libra Investment Services, said.

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Contrarians should buy US stocks: investor survey

Contrarian investors should buy US stocks and stay away from Europe, a survey of fund managers by Bank of America Merrill Lynch shows.

US equity allocation fell to its lowest level since January 2008, despite the fact that the S&P 500 hit another record high, according to the survey carried out between May 8 and May 14.

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Contrarian ‘buy’ signal for equities is still in place

Volatility has been high in stock markets, with equities oscillating wildly between deep losses on Friday and a relief rally on Monday, but a contrarian “buy” signal is still in place, a recent sentiment indicator showed.

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Confidence in the economy surges, M&A appetite jumps

Confidence in the economy surged, with 83% of global executives in a recent survey saying they felt optimistic, compared with 53% half a year ago.

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Inflation expectations surge in March

Inflation expectations have jumped among investors, the latest fund managers survey by Bank of America Merrill Lynch shows.

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Bullish investors return to emerging markets

Emerging market assets, particularly bonds but also equities, are staging a comeback as investors gradually return to risky assets.

A survey of investor sentiment carried out by Societe Generale in February among 41 hedge funds and 41 real money investors such as pension funds, showed the bullish bias towards emerging markets strengthening for the near term.

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Oil price is undervalued, investor survey shows

The number of investors who believe the oil price is undervalued is the highest since April 2009, according to the latest survey of fund managers by Bank of America Merrill Lynch.

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Stock market returns low, risk high from here

Investors who missed using the mid-October low in the market as an entry point have been “unable to capture the turnaround” and will struggle to do so, Chris Tinker, co-founder of Libra Investment Services, noted in research last week.

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