The Flow Show-The Kids Are Alright-240620
2024-06管理咨询11免费
报告维度
- 📄 文件全名
- 《The Flow Show-The Kids Are Alright-240620.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Scores on the Doors: crypto 36.4%, gold 13.6%, oil 13.4%, stocks 11.8%, commodities
- 10.0%, US$ 4.2%, HY bonds 2.7%, cash 2.5%, IG bonds -0.3%, govt bonds -4.3% YTD.
- Zeitgeist I: "With your FMS hard landing probability down to 5%, aren't you kinda meant
- spending -2% on 12-month rolling basis + big slowdown 1st year new Presidential cycle –
- Chart 4), Profits (US retail sales -1.5% YTD + weaker labor market – Chart 3).
- 🏷️ 核心议题
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