高盛：宏观研究热点：美国宏观前景更加光明、中东能源供应风险、美国中国股市上涨空间更大
高盛证券·2024-10-10 13:39
9 October 2024 | 5:34PM EDT _ What's Top of Mind in Macro Research: Even brighter US macro picture, Middle East energy supply risks, more US/China equity upside This week: n US: an even brighter macro picture n Middle East: energy supply risks n Equities: more upside in the US and China Transcript US: an even brighter macro picture We lowered our 12m US recession odds by 5pp to the historical unconditional average of 15% and became more confident that the Fed will deliver 25bp rate cuts at the next few FOMC ...