🟢 A record 54% do not believe in a global recession, with only 2% predicting a hard landing
🟢 Investment allocation in US equities was increased to its highest level since December 2024
🟢 82% of investors are betting on the continued rally in semiconductors. Even those who took profits on Big Tech in July are now not willing to risk shorting the market
🟢 61% of respondents believe major cloud providers will not cut capex before the end of the year
🟢 83% do not expect the Fed to raise rates before the US autumn elections
🔴 45% view an AI bubble as the main risk
💬 In the market, it's often tempting to go against the crowd and hit the jackpot, but you should never fight the trend. And for now, the trend remains intact, even if it won't be a straight line up.