行业研究报告

Barclays_Global_Portfolio_Manager_s_Digest_Back_from_the_Brink

2025-05管理咨询43

Cross Asset Research Global Portfolio Manager's Digest Back from the Brink

报告摘要

Cross Asset Research Global Portfolio Manager's Digest Back from the Brink

核心要点

  1. 18 May 2025

报告信息

文件全名
Barclays_Global_Portfolio_Manager_s_Digest_Back_from_the_Brink.pdf
适合读者
战略规划行业研究员
核心数据
  1. about 14%, or 17% when excluding the temporary electronics exemption. Although we still
  2. think the unemployment rate will top out at 4.3% this year, in Q4. Further, we expect the
  3. and are now forecasting core PCE inflation at 3.3% Q4/Q4 in 2025, compared with 3.8% in our
  4. prior forecast. In 2026, we expect core PCE inflation to come in at 2.2% Q4/Q4. Lastly, we now
核心议题
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《Barclays_Global_Portfolio_Manager_s_Digest_Back_from_the_Brink》主要包含哪些内容?

Cross Asset Research Global Portfolio Manager's Digest Back from the Brink核心数据:about 14%, or 17% when excluding the temporary electronics exemption. Although we still;think the unemployment rate will top out at 4.3% this year, in Q4. Further, we expect the;and are now forecasting core PCE inflation at 3.3% Q4/Q4 in 2025, compared with 3.8% in our。

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覆盖 2025 年,全文约 43。

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