FINNENCE ▪ THE WIRE FILE
THE WIRE · № 77852
News■ Mixed
BofA Global Research Fund Manager Survey: Lower Growth and Lower Inflation Expectations Lead to Tweaking of Asset Allocations in October
KINDNews
DIRECTION■ Mixed
SOURCES1
ENTITIES3
STORY SIZESTANDALONE
FIRST SEEN
LAST UPDATE
STATEactive
01 THE MACHINE READ
WHY IT MATTERS.
Lower growth and inflation expectations in the BofA survey imply managers are tweaking allocations toward duration and defensives.
Fund managers turn more defensive
CATALYST TO WATCH
Next CPI and growth data
MAIN RISK
Sentiment can flip quickly on data
02 THE STORY SO FAR
THE RECORD, IN ORDER.
STANDALONE ITEM — NOT YET FOLDED INTO A DEVELOPING STORY.
03 WHO'S INVOLVED
ENTITIES ON FILE.
CONTEXTInflation
AFFECTEDInstitutional Flows
AFFECTEDRecession
04 RECEIPTS
THE SOURCE RECORD.
1 SOURCES CONFIRMED05 PROPAGATION
WHAT THIS TOUCHES.
→CORRELATIONshares Inflation
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Goolsbee says AI-induced inflation is 'jumping out of its lane,' Semafor reports2026-10-13 14:39 UTC
→CORRELATIONshares Inflation
Can CAKE's Strong Traffic Offset Persistent Restaurant Cost Inflation?2026-10-13 13:35 UTC
Can CAKE's Strong Traffic Offset Persistent Restaurant Cost Inflation?2026-10-13 13:35 UTC
→CORRELATIONshares Inflation
Headline and core U.S. inflation gap seen widening in September2026-10-13 14:26 UTC
Headline and core U.S. inflation gap seen widening in September2026-10-13 14:26 UTC
→CORRELATIONshares Inflation
Fed’s Hammack backs rate hike path as inflation stays stubborn2026-10-13 15:03 UTC
Fed’s Hammack backs rate hike path as inflation stays stubborn2026-10-13 15:03 UTC
→CORRELATIONshares Inflation
Germany's Inflation Hits 3.3% in September, Highest since 20232026-10-13 13:51 UTC
Germany's Inflation Hits 3.3% in September, Highest since 20232026-10-13 13:51 UTC
KEEP READING THE MACHINE
Summaries are generated and may contain errors — every claim links its sources.