Barclays_Global_Macro_Thoughts_Making_new_highs
Restricted - External Global Macro Thoughts ajay.rajadhyaksha@barclays.com
报告摘要
Restricted - External Global Macro Thoughts ajay.rajadhyaksha@barclays.com
核心要点
- 20 May 2024
- 2 20 May 2024
- 1 Global Economics Weekly: Dancing to the data (17 May 2024)
- 3 20 May 2024
报告信息
- 文件全名
- 《Barclays_Global_Macro_Thoughts_Making_new_highs.pdf》
- 适合读者
- 核心数据
- • At the end of 2023, 6m core PCE inflation annualized was below 2% 1
- o Y/y inflation was still 2.9%, but the Fed’s dovish turn seemed sparked by H2 inflation data
- o And this script is playing out again in May, with mortgage rates below 7% and stocks at new highs
- o The Atlanta Fed’s GDP tracker is still tracking 3.6% for Q2, with domestic final sales over 3%
- • And even with slightly better core PCE inflation for April, the first four months annualized are almost 4% 1
- 核心议题
常见问题
《Barclays_Global_Macro_Thoughts_Making_new_highs》主要包含哪些内容?
Restricted - External Global Macro Thoughts ajay.rajadhyaksha@barclays.com核心数据:• At the end of 2023, 6m core PCE inflation annualized was below 2% 1;o Y/y inflation was still 2.9%, but the Fed’s dovish turn seemed sparked by H2 inflation data;o And this script is playing out again in May, with mortgage rates below 7% and stocks at new highs。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文共 13 页。
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本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合投资人、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了GDP、CPI等议题。
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