UBS Equities-Global Equity Strategy _Buy European, not the US consumer. H...-108994739

2024-07宏观经济43免费

📄 文件全名: 《UBS Equities-Global Equity Strategy _Buy European, not the US consumer. H...-108994739.pdf》
🎯 适合读者: 投资人行业研究员
📊 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
Europe accelerates) and iii) 1% off short rates in Europe adds c60bp to consumption
Retailing and consumer services have outperformed 100% of the time in the 12 months
🏷️ 核心议题: #GDP

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《UBS Equities-Global Equity Strategy _Buy European, not the US consumer. H...-108994739》主要包含哪些内容?

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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覆盖 2024 年,全文约 43。

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适合投资人、行业研究员等读者参考。

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重点分析了GDP等议题。