Investors continue to climb on shares.
According to the last Bank of America, the last Tuesday, the money levels decreased to the lowest levels for 15 years with the decrease in traders in shares.
“Long Magnificent 7” is still the most crowded trade, according to 56 % of the respondents, followed by the US dollar and encryption.
But Big Tech was not the bright star in 2025.
To date this year, Meta (Meta) is the only seven wonderful technology shares that surpass the S&P 500 (^GSPC) after the height for 20 consecutive days. It is currently on the right path to break this line, as shares have almost 3 % fell in early trade on Tuesday.
As Josh Shafaf of Yahoo Finance indicated, the number of companies that exceeded the index profit increased by approximately 4 % for the start of the year.
Looking at the performance of cross assets in 2025, investors in a BOFA survey look at global stocks now as the best performing assets (34 % compared to 21 % in January), where they exceeded American stocks (18 % compared to 27 %). Gold in the middle sits 22 %, with safe assets currently trading near standard levels.
However, some risks remain. About 42 % of the respondents in the survey have ranked a global trade war as the first risk of assets this year. Separately, approximately 40 % said that the trade war in the recession is the largest “tail risk”, before inflation that leads to high federal reserve rates and artificial intelligence bubble capabilities.