Long global semiconductors remains the most crowded trade on record as BofA notes 'no one is short'

Global investor sentiment hits highest since February on optimism on macro 'boom', AI capex and dovish Fed Record 54% of fund managers expect 'no landing' for global economy; only 2% see 'hard landing' Cash levels fall to 'uber low' level of 3.6% from 4.1%, triggering sell signal on BofA cash rule 82% of investors say long global semiconductors is world's m…

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