The Flow Show-The Hard Hedge -240517
报告维度
- 📄 文件全名
- 《The Flow Show-The Hard Hedge -240517.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- Scores on the Doors: crypto 33.5%, gold 15.0%, oil 10.8%, stocks 10.2%, commodities
- 9.9%, US dollar 3.1%, HY bonds 2.3%, cash 2.0%, IG -0.6%, govt bonds -3.9% YTD.
- The Biggest Picture: total return of 30-year US Treasury -45% since Apr’20 (Chart 2).
- Tale of the Tape: ‘90s/’00s/’10s US was a “2+2=4” economy… 2% growth, 2%
- inflation, 4% nominal GDP growth on average; past four years US has been “2+4=6”
- 🏷️ 核心议题
- #GDP