- Commodity Overweight At Highest Since May 2022, Equity Overweight At Highest Since Dec 2024, Cash Up At 3.4%
- Most Optimistic On Earnings Since Aug 2021, But Investors Saying Companies Are 'Overinvesting' At New Record
- 'AI Bubble' Is Top Tail Risk, 'Long Gold' Most Crowded Trade, Private Credit Is Most Likely Source Of Credit Event
