UBS Equities-US Equity Strategy _Roadmap - August 2024_ Golub-109668706

报告摘要

Global Research and Evidence Lab August Off to Ominous Start Since 7/31, the S&P 500 has fallen -3.6% (-5.1% from recent highs) on weaker

核心要点

5 August 2024
46.8
48.8
48.5
10.1
12.6
13.6
13.8

报告信息

文件全名: 《UBS Equities-US Equity Strategy _Roadmap - August 2024_ Golub-109668706.pdf》
适合读者: 战略规划行业研究员
核心数据: Since 7/31, the S&P 500 has fallen -3.6% (-5.1% from recent highs) on weaker
The S&P 500's +1.2% return in July masks substantial drawdowns and rotations across
With 76% of S&P 500 market cap having reported, 2Q EPS is forecasted to grow 9.7%
(3.3% ex-TECH+), but is on track for 10.8% assuming continued surprises. The current
beat rate of 4.8% is in line with the long-term average.
核心议题: 管理咨询

常见问题

《UBS Equities-US Equity Strategy _Roadmap - August 2024_ Golub-109668706》主要包含哪些内容?

Global Research and Evidence Lab August Off to Ominous Start Since 7/31, the S&P 500 has fallen -3.6% (-5.1% from recent highs) on weaker核心数据:Since 7/31, the S&P 500 has fallen -3.6% (-5.1% from recent highs) on weaker;The S&P 500's +1.2% return in July masks substantial drawdowns and rotations across;With 76% of S&P 500 market cap having reported, 2Q EPS is forecasted to grow 9.7%。

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覆盖 2024 年,全文约 77。

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