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Bank of America takes firm position on inflation, economy
Key takeaways
- The latest edition of that survey landed with a specific number that stood out: Equity allocations had jumped to 50% overweight from 13% the prior month, the steepest single-month increase since 2001, Axios reported.
- Behind that number is a set of views about the economy, inflation, and the Federal Reserve that represents a meaningful departure from where professional investors were positioned only a year ago.
- The survey covers 198 institutional fund managers overseeing approximately $540 billion in assets, making it one of the most closely watched monthly readings of institutional sentiment on Wall Street.
Bank of America takes firm position on inflation, economy Hillary Remy Wed, June 17, 2026 at 10:40 PM GMT+7 6 min read BAC Every month, Bank of America surveys some of the world's largest institutional investors to build a picture of how professional money managers see the global economy.
The latest edition of that survey landed with a specific number that stood out: Equity allocations had jumped to 50% overweight from 13% the prior month, the steepest single-month increase since 2001, Axios reported.
Behind that number is a set of views about the economy, inflation, and the Federal Reserve that represents a meaningful departure from where professional investors were positioned only a year ago.
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