Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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🌎#ai #markets #macro #poll
53% of institutional traders believe AI or machine learning will be the technology that has the biggest influence on trading over the next 3 years β€” JPMorgan survey

#strategy
✴️#crypto #sentiment #poll
8 out of 10 high net worth (HNW) individuals (from $1M of investable assets) have asked their financial advisers about including cryptocurrencies into their portfolios over the last 12 months – despite the market experiencing a difficult year in 2022 β€” deVere survey
πŸ‡¬πŸ‡§#monetarypolicy #us #poll
Bank of England to lift Bank Rate 25 basis points to 4.25% in March, then pause β€” Reuters poll
βš οΈπŸ‡ΊπŸ‡Έ#monetarypolicy #us #poll
at least 2 more Fed rate hikes and no cut this year β€” Reuters poll
🌎#inflation #markets #sentiment #poll
BofA survey (Feb.): % of global fund managers expecting higher inflation = max since 2009
β—οΈπŸ‡ΊπŸ‡Έ#stocks #us #sentiment #markets #poll
πŸ‡ͺπŸ‡Ί#inflation #sentiment #europe #poll
ECB poll: EU 1-year inflation expectations = 4.9% (previously 5%)
β—οΈπŸ‡―πŸ‡΅#monetarypolicy #japan #poll
Bank of Japan will end its long-term yield control policy (YCC) this year β€” RTRS poll

*YCC - monetary policy action whereby a central bank purchases variable amounts of government bonds or other financial assets in order to target interest rates at a certain level
βš οΈπŸ‡©πŸ‡ͺ#germany #economy #inflation #poll
πŸ‡ͺπŸ‡Ί#monetarypolicy #europe #poll
ECB is anticipated to slow down its rate hikes and raise its benchmark rate by 0,25% during today's meeting β€” CNBC poll
βš οΈπŸ‡ΊπŸ‡Έ#default #us #hedge #poll
BBG survey: which assets will grow the most if the US defaults on its debt

Top 3: #gold #bonds #BTC
β—οΈπŸŒŽ#markets #world #poll
Bofa survey (June): positioning of global asset managers

minimal positions in stocks #stocks

maximum positions in bonds #bonds

β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”
Ray Dalio says US Treasury bonds are a risky, and stocks are a better bet here β€” CNBC
⚠️🌎#sentiment #markets #economy #poll
Bofa survey (June): the sentiments of global fund managers regarding the prospects of the global economy and markets remain at an extremely low level
🌎#bonds #poll #ig
Bofa survey (June): international fund managers are bullish on investment-grade corporate bonds
⚠️🌎#stocks #asia #sentiment #poll
investors slash outlook for Asia stocks on fading China optimism β€” BBG survey
β—οΈπŸ‡ΊπŸ‡Έ#markets #short #poll

⚠️#tech #ai #stocks
🌎#commodity #short #markets #poll
global fund managers have significantly reduced their long positions in commodity markets β€” BofA's July survey
🌎#stocks #short #sentiment #poll
individual investors are bullish on stocks, while global fund managers continue to hold a bearish sentiment β€” BofA's July survey