Sunny with a Chance of Rain Moderate growth, disinflation, rate cuts, and supportive flows and fundamentals make for a good set-up for risk assets in 2H24. Carry, convexity, and cheap optionality are key themes as investors face
Sunny with a Chance of Rain Moderate growth, disinflation, rate cuts, and supportive flows and fundamentals make for a good set-up for risk assets in 2H24. Carry, convexity, and cheap optionality are key themes as investors face
Sunny with a Chance of Rain Moderate growth, disinflation, rate cuts, and supportive flows and fundamentals make for a good set-up for risk assets in 2H24. Carry, convexity, and cheap optionality are key themes as investors face
覆盖 2024 年,全文共 71 页。
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适合战略规划、行业研究员等读者参考。
重点分析了PLC等议题。