bullish
Fund Managers are Long Commodities and Hate Real Estate // Another Cocoa Update
SUMMARY
- Fund Managers are Long Commodities and Hate Real Estate Fund managers positioning in commodities and energy was virtually unchanged compared to last month, according to the latest BofA survey.
- Compared to the longer term z-score fund managers remain quite long commodities and slightly short energy.
- While the amount of fund managers that are overweight commodities has risen, it’s still nothing compared to April 2022 - right after Russia invaded Ukraine.
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