UBS Equities-Global Equity Strategy _Market view some consolidation near...-115458164

2025-05宏观经济14免费

📄 文件全名: 《UBS Equities-Global Equity Strategy _Market view some consolidation near...-115458164.pdf》
🎯 适合读者: 投资人行业研究员
📊 核心数据: term as US GDP growth slows from 2% yoy in Q1 to c1% Q4 YoY (UBS
economics team highlighted that GDP would be revised up 0.4% ie 0.9% from
0.5%) - on the new Moderate scenario we see 6% EPS globally in 2025
(consensus 8%) and 10% in 2026 (consensus 13%);
and spreads suggests c5-9% downside).
🏷️ 核心议题: #GDP#PPI

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报告摘要

Market view: some consolidation near term but recent trade deal increases risk of markets pricing in a Blue Sky Scenario (940 MSCI AC

📋 核心要点(部分)

16 May 2025
0.5%) - on the new Moderate scenario we see 6% EPS globally in 2025
880 MSCI AC World.

❓ 常见问题

《UBS Equities-Global Equity Strategy _Market view some consolidation near...-115458164》主要包含哪些内容?

Market view: some consolidation near term but recent trade deal increases risk of markets pricing in a Blue Sky Scenario (940 MSCI AC核心数据:term as US GDP growth slows from 2% yoy in Q1 to c1% Q4 YoY (UBS;economics team highlighted that GDP would be revised up 0.4% ie 0.9% from;0.5%) - on the new Moderate scenario we see 6% EPS globally in 2025。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 14。

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、PPI等议题。