UBS Equities-Global Strategy _15 Essential Charts What does fading US ex...-108585115

报告摘要

15 Essential Charts: What does fading US exceptionalism do to assets? See also: 15 Essential Charts: How different could Trump 2.0 be vs Trump 1.0?

📋 核心要点(部分)

1. 15 Essential Charts: What does fading US
2. 3. Bottom-up data on store sales points to a weaker US consumer
3. 7. Real wage growth at different stages in the US, Europe and Japan
4. 8. Europe’s labour supply shock is the reverse of that in the US
5. 9. Overseas investors have not yet bought China equities
6. 13. Meanwhile, Japan earnings revisions are turning less bullish
7. 14. Buying from the official sector and China retail are driving gold
8. 6 June 2024