UBS Equities-Global Strategy _UBS Evidence Lab inside where are the sign...-108245655
2024-05宏观经济11免费
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- 📄 文件全名
- 《UBS Equities-Global Strategy _UBS Evidence Lab inside where are the sign...-108245655.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- Strong corporate earnings, evident in the Q4 GDP-based corporate profit data (+~8% y/
- y) and Q1 S&P 500 earnings (+~10% y/y), and little delta in bank lending standards for
- corporates is pinning our US credit-based recession probability at ~27% (out to Q424).
- issuance trends YTD (US HY +86%, LL +148% y/y). This is separating the strong from the
- 🏷️ 核心议题
- #CPI