What Bears? BofA Poll Shows Sweeping Investor Optimism Into 2026
Affected assets and topics
Why it matters
A recent BofA poll indicates a significant rise in investor optimism, with sentiment reaching its highest level in over four years. This bullish outlook is reflected in increased allocations to equities and commodities, suggesting confidence in economic growth through 2026.
Expected market reaction
Market impact analysis based on bullish sentiment with 89% confidence.
Evidence trail
Evidence
AI provenance
Technical identifiers
- Provider tag
- openai-gpt-4o-mini
- Analysis version
- openai-gpt-4o-mini
- Article id
- 22893
Original source
Investor sentiment as measured by cash levels, stock allocation and global growth expectations rose to 7.4 in December on a scale capped at 10, the most bullish survey outcome in four-and-a-half years. Combined exposure to equities and commodities — assets that typically perform well when the economy is expanding — hit the highest since February 2022, just before a Covid-driven inflation shock led to a sharp rise in global interest rates. BofA strategist Michael Hartnett said this level of optimism has been seen only eight times this century.
Read the full article on Yahoo Finance
Original article published by Yahoo Finance on December 16, 2025. Analysis and insights provided by AnalystMarkets AI.