Global Strategy Mid-Year Outlook：Sunny with a Chance of Rain
Moderate growth, disinflation, rate cuts, and supportive flows and fundamentals make for a good set-up
应用介绍
Moderate growth, disinflation, rate cuts, and supportive flows and fundamentals make for a good set-up
for risk assets in 2H24. Carry, convexity, and cheap optionality are key themes as investors face
uncertainties in 2025. OW in global equities, and in spread products within fixed income.
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