Long positioning in US equity futures has reached new record nominal highs, according to Goldman Sachs and JP Morgan. This surge in bullish sentiment is reflected in the recent consumer confidence survey, where approximately 47% of Americans expect stock prices to increase in the next 12 months, marking the highest share in nearly 35 years. Investors are so bullish right now that long bets in public equity futures hit an all-time high. Despite this optimism, Goldman's equity positioning indicator has dropped to 0.3 from 0.7 last week.