The Flow Show-The Kids Are Alright-240620

报告摘要

Accessible version Scores on the Doors: crypto 36.4%, gold 13.6%, oil 13.4%, stocks 11.8%, commodities 10.0%, US$ 4.2%, HY bonds 2.7%, cash 2.5%, IG bonds -0.3%, govt bonds -4.3% YTD.

核心要点

20 June 2024

报告信息

文件全名: 《The Flow Show-The Kids Are Alright-240620.pdf》
适合读者: 战略规划行业研究员
核心数据: Scores on the Doors: crypto 36.4%, gold 13.6%, oil 13.4%, stocks 11.8%, commodities
10.0%, US$ 4.2%, HY bonds 2.7%, cash 2.5%, IG bonds -0.3%, govt bonds -4.3% YTD.
Zeitgeist I: "With your FMS hard landing probability down to 5%, aren't you kinda meant
spending -2% on 12-month rolling basis + big slowdown 1st year new Presidential cycle –
Chart 4), Profits (US retail sales -1.5% YTD + weaker labor market – Chart 3).
核心议题: 管理咨询

常见问题

《The Flow Show-The Kids Are Alright-240620》主要包含哪些内容?

Accessible version Scores on the Doors: crypto 36.4%, gold 13.6%, oil 13.4%, stocks 11.8%, commodities 10.0%, US$ 4.2%, HY bonds 2.7%, cash 2.5%, IG bonds -0.3%, govt bonds -4.3% YTD.核心数据:Scores on the Doors: crypto 36.4%, gold 13.6%, oil 13.4%, stocks 11.8%, commodities;10.0%, US$ 4.2%, HY bonds 2.7%, cash 2.5%, IG bonds -0.3%, govt bonds -4.3% YTD.;Zeitgeist I: "With your FMS hard landing probability down to 5%, aren't you kinda meant。

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覆盖 2024 年,全文约 11。

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适合战略规划、行业研究员等读者参考。

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重点分析了管理咨询等议题。