UBS Equities-Global Strategy _10 (+1) Key Macro themes for H224_ Conzano-108656951

报告摘要

Global Research and Evidence Lab 10 (+1) Key Macro themes for H2'24 1- What should we expect from the ECB if the FED does not cut? (Figure 1-2)

核心要点

11 June 2024
10 (+1) Key Macro themes for H2'24

报告信息

文件全名: 《UBS Equities-Global Strategy _10 (+1) Key Macro themes for H224_ Conzano-108656951.pdf》
适合读者: 战略规划行业研究员
核心数据: their inflation projections for both 2024 and 2025 by 0.2% (to 2.5/2.2%, respectively),
energy and labour costs. Against that backdrop, clients are concerned by wages (4.3%
for Q1) and the impact on services inflation (4.1% in May). Having a look at the
Outside of our baseline for a soft-ish landing (~55-60% probability), we think there are
only 2 scenarios where the FED could deliver more: a recession (~10%) or what clients
核心议题: 管理咨询

常见问题

《UBS Equities-Global Strategy _10 (+1) Key Macro themes for H224_ Conzano-108656951》主要包含哪些内容?

Global Research and Evidence Lab 10 (+1) Key Macro themes for H2'24 1- What should we expect from the ECB if the FED does not cut? (Figure 1-2)核心数据:their inflation projections for both 2024 and 2025 by 0.2% (to 2.5/2.2%, respectively),;energy and labour costs. Against that backdrop, clients are concerned by wages (4.3%;for Q1) and the impact on services inflation (4.1% in May). Having a look at the。

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覆盖 2024 年,全文约 12。

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