the flow show-More Jaw-Jaw, less War-War 0516

报告摘要

Accessible version Scores on the Doors: gold 22.1%, stocks 5.0%, govt bonds 4.3%, IG bonds 3.9%, HY bonds 3.8%, cash 1.6%, commodities -2.3%, US$ -7.2%, crypto -9.1%, oil -14.0% YTD.

核心要点

16 May 2025

报告信息

文件全名: 《the flow show-More Jaw-Jaw, less War-War 0516.pdf》
适合读者: 战略规划行业研究员
核心数据: Scores on the Doors: gold 22.1%, stocks 5.0%, govt bonds 4.3%, IG bonds 3.9%, HY
bonds 3.8%, cash 1.6%, commodities -2.3%, US$ -7.2%, crypto -9.1%, oil -14.0% YTD.
The Price is Right: worst performing asset YTD = oil (-12%), best performing = gold
(21%), best performing currency = Russian ruble (+41%), best stock market = Poland
(28%), both Tel Aviv & Tehran stock exchanges soaring to all-time highs…big geopolitics
核心议题: 管理咨询

常见问题

《the flow show-More Jaw-Jaw, less War-War 0516》主要包含哪些内容?

Accessible version Scores on the Doors: gold 22.1%, stocks 5.0%, govt bonds 4.3%, IG bonds 3.9%, HY bonds 3.8%, cash 1.6%, commodities -2.3%, US$ -7.2%, crypto -9.1%, oil -14.0% YTD.核心数据:Scores on the Doors: gold 22.1%, stocks 5.0%, govt bonds 4.3%, IG bonds 3.9%, HY;bonds 3.8%, cash 1.6%, commodities -2.3%, US$ -7.2%, crypto -9.1%, oil -14.0% YTD.;The Price is Right: worst performing asset YTD = oil (-12%), best performing = gold。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 15。

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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。