Buy European, not the US consumer. How to In general, we remain cautious of cyclicals; they are pricing in very high PMIs, are close to peak price to sales relative to defensives and intra-index correlation remains very low (a
Buy European, not the US consumer. How to In general, we remain cautious of cyclicals; they are pricing in very high PMIs, are close to peak price to sales relative to defensives and intra-index correlation remains very low (a
Buy European, not the US consumer. How to In general, we remain cautious of cyclicals; they are pricing in very high PMIs, are close to peak price to sales relative to defensives and intra-index correlation remains very low (a核心数据:to be above that of the US at 2.1% and 3.1% on latest available data, respectively;to the US. Excess savings in Europe and the UK are very high (at 8% and 16% of GDP,;respectively) and thus provide insulation against macro shocks versus just 2% of GDP in。
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适合投资人、行业研究员等读者参考。
重点分析了GDP等议题。