These contrarian trades would be big winners from ‘no landing’ scenario, Bank of America says - MarketWatch

1. BofA's strategist predicts no-landing scenario favors contrarian trades in stocks. 2. Only 6% of fund managers expect no landing; many expect a soft or hard landing. 3. SXXP receives increased capital commitments as U.S. dollar exposure shrinks. 4. Trade agreements in progress could boost trading sentiment significantly. 5. Majority fear that a trade war could trigger a global recession.