Oskar

November QuickPoll Survey: Views on the Market Rally, Fiscal Stimulus and Vaccine

Oscar Ostlund, Oskar, Liz

A broadening equity rally driven by cyclical sectors and optimistic vaccine timelines is reshaping investor expectations for a return to normal economic activity. Survey data indicates that 61% of participants anticipate vaccine approval this year, while 45% predict a $1 trillion fiscal package, creating a binary path that has reduced political uncertainty despite a potentially split Congress. This confidence is further bolstered by 40% of investors favoring developed market equities as a long position, even as 29% short developed bonds in anticipation of rising yields and central banks moving away from zero rates.