UBS Equities-Global Strategy _How do credit markets perform in a no and s...-106978517
2024-03宏观经济10免费
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- 📄 文件全名
- 《UBS Equities-Global Strategy _How do credit markets perform in a no and s...-106978517.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- growth/ no landing” scenario assuming above-trend US real GDP growth of 2.75%,
- context core PCE finishes Q4 ’24 at 2.3% and accelerates to 2.8% in Q4 ’25, and the
- meeting in H2 ‘25. Our rates team projects US 10yr rates finish at ~4% in Q4 ’24, then
- rise sequentially close to 5% in Q4 ’25. We see credit spreads holding in through the
- -1%/1%/2%, respectively (Figs 1-7). In this scenario single B LL outperform.
- 🏷️ 核心议题
- #GDP