UBS Equities-Global Equity Strategy _Continue to be careful of cyclicals_...-107824897

2024-05宏观经济21免费

📄 文件全名: 《UBS Equities-Global Equity Strategy _Continue to be careful of cyclicals_...-107824897.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: 2) the time of year (May to October sees cyclicals underperform c60% of the time) and
bottom 1% of its range).
defensive is now discounting a PMI of c60 globally (c4.5% GDP) and 70 in Europe (4%+
producers have been bond proxies but are discounting a 5% bond yield, remain
While we are more positive on equities strategically (we see c7.5% upside by year-end
🏷️ 核心议题: #GDP#PMI

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报告摘要

Global Research and Evidence Lab There would seem to be three catalysts now for cyclicals to underperform.1) it looks like US macro momentum is peaking (based on soft data macro surprise, recent

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《UBS Equities-Global Equity Strategy _Continue to be careful of cyclicals_...-107824897》主要包含哪些内容?

Global Research and Evidence Lab There would seem to be three catalysts now for cyclicals to underperform.1) it looks like US macro momentum is peaking (based on soft data macro surprise, recent核心数据:2) the time of year (May to October sees cyclicals underperform c60% of the time) and;bottom 1% of its range).;defensive is now discounting a PMI of c60 globally (c4.5% GDP) and 70 in Europe (4%+。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 21。

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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、PMI等议题。