Juanmonino/E+ via Getty ImagesIntroduction Everything is fine. The S&P 500 is up more than 15% year-to-date as I write this, with the most bullish fund manager survey sentiment since November 2021, according to Bank of America.  Bank of AmericaMoreover, this shift comes with a very interesting change in economic expectations. Roughly one year ago, more than one in four fund managers expected a hard landing. Less than 4% expected a no-landing scenario. Now, the exact opposite is visible. 26% expect a no- ...