行业研究报告

the flow show-Fifty Trades of Decay-0905

2024-09宏观经济13 页

Accessible version Scores on the Doors: gold 21.7%, stocks 13.8%, crypto 7.0%, HY bonds 6.9%, IG bonds 4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.

报告摘要

Accessible version Scores on the Doors: gold 21.7%, stocks 13.8%, crypto 7.0%, HY bonds 6.9%, IG bonds 4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.

核心要点

  1. 05 September 2024

报告信息

文件全名
《the flow show-Fifty Trades of Decay-0905.pdf》
适合读者
投资人行业研究员
核心数据
  1. Scores on the Doors: gold 21.7%, stocks 13.8%, crypto 7.0%, HY bonds 6.9%, IG bonds
  2. 4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.
  3. Euro longs at 9-month highs…this despite BoJ policy rate at 0.25%, political dysfunction
  4. The Price is Right: Aug payrolls <100k + U-rate >4.4% = hard landing = 50bps Fed cut
  5. = sell-the-rip as GT10 heading toward 3%, oil $60/bl, JPY 135, EUR 1.15, SOX 4k; in
核心议题
GDP

常见问题

《the flow show-Fifty Trades of Decay-0905》主要包含哪些内容?

Accessible version Scores on the Doors: gold 21.7%, stocks 13.8%, crypto 7.0%, HY bonds 6.9%, IG bonds 4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.核心数据:Scores on the Doors: gold 21.7%, stocks 13.8%, crypto 7.0%, HY bonds 6.9%, IG bonds;4.4%, cash 3.7%, govt bonds 1.4%, commodities -0.1%, US dollar -0.3%, oil -3.4% YTD.;Euro longs at 9-month highs…this despite BoJ policy rate at 0.25%, political dysfunction。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文共 13 页。

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等议题。

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