UBS Fixed Income-Global Rates Strategy _Rates Map Stay long as central banks...-106975162

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📄 文件全名
UBS Fixed Income-Global Rates Strategy _Rates Map Stay long as central banks...-106975162.pdf
🎯 适合读者
战略规划行业研究员
📊 核心数据
  1. ˜ UBS expects another hot US inflation print of 0.47% mom
  2. (consensus: 0.4% mom) on 12 March but for now we expect the Fed's dot plot to
  3. and core inflation in 2025 to 2.0% and 2.1%, respectively, without a strong signal
  4. its core inflation projections across the forecast horizon, by 0.1pp to 2.6% for 2024,
  5. 0.2pp to 2.1% in 2025 and 0.1pp to 2% in 2026 without a strong signal for a cut in
🏷️ 核心议题
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报告摘要

Global Research and Evidence Lab Rates Map: Stay long as central banks move slowly ˜ Since we wrote that longs are attractive again at the start of March , UBS has

📋 核心要点(部分)

  1. 2025 but with risks of more cuts in 2024.

❓ 常见问题

《UBS Fixed Income-Global Rates Strategy _Rates Map Stay long as central banks...-106975162》主要包含哪些内容?

Global Research and Evidence Lab Rates Map: Stay long as central banks move slowly ˜ Since we wrote that longs are attractive again at the start of March , UBS has核心数据:˜ UBS expects another hot US inflation print of 0.47% mom;(consensus: 0.4% mom) on 12 March but for now we expect the Fed's dot plot to;and core inflation in 2025 to 2.0% and 2.1%, respectively, without a strong signal。

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覆盖 2024 年,全文约 16。

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