UBS Equities-Global Equity Strategy _What to do when the Fed cut and the ...-110383372
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- 《UBS Equities-Global Equity Strategy _What to do when the Fed cut and the ...-110383372.pdf》
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- 📊 核心数据
- What happens historically? On average, the market was up by 4% in the 8 months
- after the first rate cut (since 1981). If there was a recession, markets were down 10%; if
- there was not, they were up 20% - (with recessions happening on average 5 months
- after the start of the rate cut with a recession occurring 55% of the time over the
- recession, markets were up only 3% (cf to 10% in the past 6 months). Since 1981, 50bp
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