Investors are very long equities, particularly in the EU, as well as cyclical banks, commodities, an

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Investors are very long equities, particularly in the EU, as well as cyclical banks, commodities, and industrials while they shun bonds, defensives (utilities, staples), and EM. Tech OW slumps to lowest since Dec’08, ACC to latest BofA Fund Manager Survey. h/t Holger Zschaepitz

Investors are very long equities, particularly in the EU, as well as cyclical banks, commodities, an

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