BofA FMS: AI bubble biggest tail risk for 45% of respondents
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BofA FMS survey reveals 45% of respondents see AI bubble as biggest tail risk. Investors believe companies are overinvesting for the first time in 20 years. Long Mag 7 is the most crowded trade for 54%. Emerging markets and banks are vulnerable to Q4 risk-off move. Without a Fed December rate cut, froth may correct further. Bullish positioning is a headwind for risk assets. Very low 3.7% cash levels are a 'sell-signal'. Global investors are most overweight stocks since February 2025 and commodities since September 2022.
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