Barclays_Global_Macro_Thoughts_Making_new_highs

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📄 文件全名

《Barclays_Global_Macro_Thoughts_Making_new_highs.pdf》

🎯 适合读者

投资人行业研究员

📊 核心数据

1. • At the end of 2023, 6m core PCE inflation annualized was below 2% 1
2. o Y/y inflation was still 2.9%, but the Fed’s dovish turn seemed sparked by H2 inflation data
3. o And this script is playing out again in May, with mortgage rates below 7% and stocks at new highs
4. o The Atlanta Fed’s GDP tracker is still tracking 3.6% for Q2, with domestic final sales over 3%
5. • And even with slightly better core PCE inflation for April, the first four months annualized are almost 4% 1

🏷️ 核心议题

#GDP#CPI