FOMO is coming back
STOXX 600 down 0.1%
Energy top faller, airlines up
Ericsson sees demand recovery
Wall St futures ease
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FOMO IS COMING BACK
The strong U.S. jobs report for September and China's stimulus announcements have worked their magic on expectations around prospects for Europe's equity markets.
So, while more investors now expect upside for the region's stocks compared to last month, a BofA survey has also shown that fear of missing out (FOMO) on a possible rally is growing.
"Reducing equity exposure by too much and thus missing out on a rally is seen as the key portfolio risk by investors," BofA says in the European section of its monthly fund manager survey.
Some stats from the poll:
* A net 18% expect near-term upside for European equities. Last month, a net 20% were looking for downside
* 58% see upside over the coming 12 months, up from 43% in September. Almost 40% are looking for gains of 5-10%
* 48% think upside will be driven by earnings upgrades, while 42% see central bank easing as the most likely catalyst
* 27% see upside for European cyclicals relative to defensives, the highest rate since June
And details from the global survey are here: Investor optimism sees biggest jump since June 2020
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EARLIER ON LIVE MARKETS:
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