UBS Equities-Global Equity Strategy _Time for the US to underperform (and...-108695889

2024-06宏观经济28免费

📄 文件全名: 《UBS Equities-Global Equity Strategy _Time for the US to underperform (and...-108695889.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: underperform? Since 2010, US underperformance has been very brief and mild (5% to
9% and 5 to 9 months) but between 2000 and 2010, the periods were much sharper
(e.g. nearly 12 to 75 months against Europe and 12% to 19%). We think that there are
more than 2 points over 6 months (6 month change=c3.5% global GDP), then the US
the bottom 25% of their range).
🏷️ 核心议题: #GDP

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报告摘要

📋 核心要点(部分)

14 June 2024
1999 to 2008, 12 to 75 month and 12% to 19%).

❓ 常见问题

《UBS Equities-Global Equity Strategy _Time for the US to underperform (and...-108695889》主要包含哪些内容?

Time for the US to underperform (and Europe We have set out arguments recently why Europe should outperform, why Japan in dollar (but not Yen) terms should outperform and why China should outperform tactically, see核心数据:underperform? Since 2010, US underperformance has been very brief and mild (5% to;9% and 5 to 9 months) but between 2000 and 2010, the periods were much sharper;(e.g. nearly 12 to 75 months against Europe and 12% to 19%). We think that there are。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 28。

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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GDP等议题。