The Flow Show-One Flow Over the Cuckoo’s Nest-240607

2024-06宏观经济13免费

📄 文件全名: 《The Flow Show-One Flow Over the Cuckoo’s Nest-240607.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%,
US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.
Zeitgeist I: "70% of portfolio I'm clipping 5% cash, the rest I’m just all-in on YOLO AI"
The Price is Right: S&P 500 up 12.3% YTD…ex-NVDA up 7.9%, ex-"Magnificent 7" up
4.9%, ex-"AI Big Ten"* up 3.6%... narrow monopolistic tech “revenue” bull…AI Big Ten
🏷️ 核心议题: #PMI

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报告摘要

Accessible version Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%, US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.

📋 核心要点(部分)

07 June 2024
48.7

❓ 常见问题

《The Flow Show-One Flow Over the Cuckoo’s Nest-240607》主要包含哪些内容?

Accessible version Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%, US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.核心数据:Scores on the Doors: crypto 53.3%, gold 14.4%, stocks 10.7%, commod 7.4%, oil 5.5%,;US dollar 2.8%, HY bonds 2.7%, cash 2.3%, IG bonds -0.1%, govt bonds -3.8% YTD.;Zeitgeist I: "70% of portfolio I'm clipping 5% cash, the rest I’m just all-in on YOLO AI"。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 13。

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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PMI等议题。