UBS Economics-Global Economics Strategy _The Compendium - the 10 toughes...-107510713

报告摘要

Global Research and Evidence Lab Global Economics & Strategy The Compendium - the 10 toughest client

📋 核心要点(部分)

1. 11 April 2024
2. 1. Is AI driving global markets?
3. 2. Are we in a new Tech bubble?
4. 3. Does high immigration explain US resilience?
5. 4. How fast will the BoJ normalize?
6. 5. What if there is ‘no landing’?
7. 6. How might a Trump 2.0 play out in markets?
8. 7. Is the global consumer awakening?