Around The World Almost Every Investor Has The Same Bullish Thinking
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These last few days notwithstanding, markets have really been on an incredible tear.
So what are real investors thinking?
Nomura's interest rate strategist George Goncalves has a great weekend note out in which he relays some observations from professional money managers, after he and his colleagues did a big global tour to kick off 2013.
Uniformly, he found that the view was this: The Fed had its hand on the till, and there was almost no way for risk assets to go down in light of the Fed stimulus. Virtually everyone was bullish. Even the bond managers aren't worried about a great-rotation inspired selloff (they're not really that worried about a shift from bonds to equities) though it is in the back of their minds.
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