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BofA FMS (Aug): Investor sentiment the 3rd most bullish since 2022, global equity allocation at its highest since Nov'21

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August BofA FMS reveals peak bullishness since 2022, with record-high equity allocations, record-low cash, and sector rotations favoring Tech and Energy while identifying Gold as significantly undervalued.

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Asset Allocation: Investors long stocks & commodities. Short bonds. Rotation into tech, banks & energy, out of industrials & healthcare. Gold the most undervalued since Mar'23.

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