UBS Equities-Global Equity Strategy _Stick to year-end target and an over...-109680529

2024-08宏观经济23免费

📄 文件全名: 《UBS Equities-Global Equity Strategy _Stick to year-end target and an over...-109680529.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: stimulus in China post the Third Plenum. July/ August sell-offs of 10%+ are not that
We stick with our year-end target of MSCI AC World 830 (c5% upside). We have the
consistent with the current weak ISM (which is pricing in c1% GDP), VIX has risen much
Figure 4) ii) the ERP is now 4.7% without Gen AI (5.4%and back to its average if you
believe, as we do, that Gen AI pushes up productivity growth by 1% from 28) - the
🏷️ 核心议题: #GDP#PMI

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报告摘要

Stick to year-end target and an overweight of Europe. Stay overweight defensives, in general. There seem to have been 4 potential catalysts for recent events which in order are: i)

❓ 常见问题

《UBS Equities-Global Equity Strategy _Stick to year-end target and an over...-109680529》主要包含哪些内容?

Stick to year-end target and an overweight of Europe. Stay overweight defensives, in general. There seem to have been 4 potential catalysts for recent events which in order are: i)核心数据:stimulus in China post the Third Plenum. July/ August sell-offs of 10%+ are not that;We stick with our year-end target of MSCI AC World 830 (c5% upside). We have the;consistent with the current weak ISM (which is pricing in c1% GDP), VIX has risen much。

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覆盖 2024 年,全文约 23。

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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。