SHV - Sentiment Snapshot: Bond Investors And Equity Investors Can Agree On One Thing
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey on Twitter, which asks respondents to indicate whether they are bullish or bearish for primarily technical or fundamental rationale. I also add a few other charts from time to time when it helps explore a certain theme.
The key takeaways from the weekly sentiment snapshot are:
- Investors appear "reluctant bulls"; bullish on technicals, yet bearish on fundamentals.
- Bond investors are in agreement on the softening fundamentals, and remain very bullish