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搜尋結果
2024年5月16日 · An inversion of the 10-year vs. two-year yield curve in 2022 led virtually the whole financial market analyst community to forecast a recession and go underweight global equities last year, only for the market to rally on the back of the stellar gains in the ‘Magnificent 7’. And, of course, we are still waiting for that recession.
2024年5月23日 · Key signposts. There are two economic data markers, besides the US 10-year and 2-year government bond yields, we are watching closely to assess any potential shift from this Goldilocks regime. First, business confidence indicators (PMIs) this week: US manufacturing activity was on the verge of contracting again in April, while the much larger ...