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SCHATZ TECHS

(U1) Bullish Price Sequence Intact

CHINA RATES

Repo Rate Rise Takes Hiatus

BOBL TECHS

(U1) Holding Onto Its Gains

FOREX

Driven By Caution

BUND TECHS

(U1) Trend Remains Up

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  • 51% of survey respondents expecting the bull market in equities to continue until next year (up from 36% last month)
  • The proportion believing that equities will peak in H2 this year has declined from 47% to 38%
  • 41% of respondents see reducing equity exposure too early as the biggest risk, while only 10% worry about not having enough defensive hedges
  • A net 41% of global investors say they are overweight European equities, the highest since February 2018
  • 75% of investors expecting global growth to improve over the coming twelve months, down from 91% in March
  • Tech remains the largest consensus overweight among European investors, while travel & leisure is now the largest consensus underweight.