UBS Equities-Global Strategy _EM by the Numbers Is Goldilocks in transit...-108655998

2024-06宏观经济54免费

📄 文件全名: 《UBS Equities-Global Strategy _EM by the Numbers Is Goldilocks in transit...-108655998.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: Sequential inflation is running below inflation targets in 43% of EM today. With GDP
more for earnings) is sitting below 10y averages, a period of mediocre growth, in 70%
at a sub-3% rate - i.e., below the US - in 11 of 20 major EMs. Real GDP remains below its
equities in H2. With 15% earnings growth already priced for 2025 for aggregate EM,
🏷️ 核心议题: #GDP#PMI

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❓ 常见问题

《UBS Equities-Global Strategy _EM by the Numbers Is Goldilocks in transit...-108655998》主要包含哪些内容?

EM by the Numbers: Is Goldilocks in transit to US growth exceptionalism has waned, credit growth has bottomed out in most of EM, and China is installing a housing policy put. Typically this would make for a spell of核心数据:Sequential inflation is running below inflation targets in 43% of EM today. With GDP;more for earnings) is sitting below 10y averages, a period of mediocre growth, in 70%;at a sub-3% rate - i.e., below the US - in 11 of 20 major EMs. Real GDP remains below its。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 54。

这份报告是免费的吗?如何获取?

本报告免费查阅,登录资料宝后即可在线获取完整内容。

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、PMI等议题。