BofA Fund Manager Survey: 82% of respondents say "long global semiconductors" is the most crowded trade. Managers trimmed tech long positions in July, but no managers are currently short the sector.

2026-07-14

BofA Fund Manager Survey: 82% of respondents say "long global semiconductors" is the most crowded trade. Managers trimmed tech long positions in July, but no managers are currently short the sector.

Other News
2026-07-14

A fire broke out at the Afipsky oil refinery in Russia's Krasnodar region following a drone attack.

2026-07-14

International 1. Goldman Sachs: Earnings growth remains the driver of US stocks, but Fed rate hikes will have an impact in three ways. 2. ING: Trump's 20% toll on the Strait of Hormuz could double shipping costs. 3. S&P: Indonesian resource sector