the flow show-The Prime of Strife-240808
2024-08管理咨询12免费
报告维度
- 📄 文件全名
- 《the flow show-The Prime of Strife-240808.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%,
- commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.
- in real terms US prime rate is 6.5%, highest this century (Chart 2); higher-for-longer real
- landing have not been broken…4% on 30-year Treasury, 400bps on HY CDX, 5050 on
- to hold 200dma levels…if levels break, traders then target 2021 highs (i.e. 10% lower).
- 🏷️ 核心议题
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