BofAML Survey Says Fund Managers Hate European Equities

The video discusses the Bank of America's survey on crowded trades, highlighting short European equities as the most crowded. It explores the lack of growth in Europe, the potential for a rebound in China, and the implications for global markets. The discussion includes investment strategies, market predictions, and the potential for a rise in the S&P 500 and US 10-year yield.

What factors are contributing to the low conviction behind the current crowded trades?

In what ways could a rebound in the Chinese economy affect European equities?