the flow show-The last private hire-240830
2024-09宏观经济13免费
报告维度
- 📄 文件全名
- 《the flow show-The last private hire-240830.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- Scores on the Doors: gold 22.4%, stocks 15.4%, crypto 14.3%, HY bonds 6.8%, oil
- 5.9%, commodities 4.0%, IG bonds 3.8%, cash 3.5%, govt bonds 0.7%, US$ 0.0% YTD.
- The Price is Right: big support levels held in August…3.8% GT10, 4.0% GT30, 100 DXY,
- (no oil risk premium), protectionism; if ISM >49 then GT30 >4.3%..better Q4 opportunity.
- share fell <40%, recession followed (Chart 2); dominance by gov’t & friends (education &
- 🏷️ 核心议题
- #CPI