Goldman Sachs Survey: Institutions are very bullish on the seven giants of the US stock market, with soaring confidence, while bearish sentiment towards the US dollar reaches a ten-year peak!

According to the Zhtng financial app, the latest QuickPoll conducted by Goldman Sachs for institutional clients shows that investors' confidence in the US stock market, especially in the "seven giants" of large technology stocks, is rapidly increasing. At the same time, the voices calling for a bearish outlook on the US dollar are approaching historical highs. This monthly survey, which was conducted on July 1st and 2nd, received 800 valid responses, indicating that risk appetite has returned to levels seen in January 2025 when the "American exceptionalism" dominated the market. However, funds are now more diversified, with a continuous reduction in US dollar assets, and inflows into developed markets like Europe are occurring simultaneously.