the flow show -Inflows to Humans (almost)-240815

报告摘要

Accessible version Scores on the Doors: gold 18.4%, stocks 13.3%, crypto 12.5%, oil 8.8%, HY bonds 5.6%, commodities 4.8%, cash 3.4%, IG bonds 2.9%, US$ 1.7%, govt bonds -0.4% YTD.

核心要点

15 August 2024

报告信息

文件全名: 《the flow show -Inflows to Humans (almost)-240815.pdf》
适合读者: 战略规划行业研究员
核心数据: Scores on the Doors: gold 18.4%, stocks 13.3%, crypto 12.5%, oil 8.8%, HY bonds
5.6%, commodities 4.8%, cash 3.4%, IG bonds 2.9%, US$ 1.7%, govt bonds -0.4% YTD.
Tale of the Tape: green shoots! pop in refi mortgage activity (+34% WoW – Chart 3) +
debt $0.9tn past 12 months (13.4% of govt spend), and set to rise to $1.4tn by Jul'25
to $1.2tn (Chart 5); reversal of fiscal impulse (US govt spend -5% YoY) + cost of debt =
核心议题: 管理咨询

常见问题

《the flow show -Inflows to Humans (almost)-240815》主要包含哪些内容?

Accessible version Scores on the Doors: gold 18.4%, stocks 13.3%, crypto 12.5%, oil 8.8%, HY bonds 5.6%, commodities 4.8%, cash 3.4%, IG bonds 2.9%, US$ 1.7%, govt bonds -0.4% YTD.核心数据:Scores on the Doors: gold 18.4%, stocks 13.3%, crypto 12.5%, oil 8.8%, HY bonds;5.6%, commodities 4.8%, cash 3.4%, IG bonds 2.9%, US$ 1.7%, govt bonds -0.4% YTD.;Tale of the Tape: green shoots! pop in refi mortgage activity (+34% WoW – Chart 3) +。

这份报告覆盖哪一年、篇幅多大?

覆盖 2024 年,全文约 11。

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这份报告适合哪些读者?

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。