UBS Equities-US Equity Strategy _Roadmap - May 2024_ Golub-108063574
2024-05宏观经济77免费
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- 📄 文件全名
- 《UBS Equities-US Equity Strategy _Roadmap - May 2024_ Golub-108063574.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- After 6 months of positive returns, the market pulled back -4.1% in April, bringing the
- YTD return to 6.0%. Large outperformed Small for the month; Growth and Value were
- 1Q GDP grew 1.6%, below consensus forecasts of 2.5%. However, Final Sales to
- 3.1%. Inflation readings have largely come in above expectations. Our work indicates
- With 80.3% of the S&P 500's market cap reported, EPS is expected to grow 9.6%.
- 🏷️ 核心议题
- #GDP