FMS Cash Balance and S&P 500

FMS Cash Balance and S&P 500 FMS cash levels jumped to 5.3% in February, which is contrarian bullish. Image: BofA Global Fund Manager Survey

Value Stocks – Net % OW Late Cyclicals

Value Stocks – Net % OW Late Cyclicals If inflation persists, should investors continue to look towards value and cyclical stocks? Image: BofA Global Fund Manager Survey