Investor Optimism Hits 2-Year High Despite Lingering Risks on Inflation, Geopolitics
• Investor sentiment highest in 2 years due to stock market surge and economic optimism • Two-thirds expect soft landing with inflation falling to 2% without severe downturn • Economists backing off recession forecasts due to resilient labor market and growth • Investor allocation to stocks, especially tech, at highest levels since 2021 • But some strategists warn market priced for perfection and risks remain from inflation, geopolitics