瑞银：从美国例外主义到 “出售美国” 再回归_下一步如何
2025-06-27 02:04
From US Exceptionalism to Sell America and Back Again. What next? US Exceptionalism: Extreme value creation meets macro uncertainties ab 23 June 2025 Global Research UBS HOLT Macro Webinar UBS HOLT Macro Webinar 23 June 2025 ab 2 How to position (time to look at GEM again?) Equities Global Financial Michel Lerner, CFA Head of HOLT michel.lerner@ubs.com +44-20-7883 3649 This report has been prepared by UBS AG London Branch. ANALYST CERTIFICATION AND REQUIRED DISCLOSURES, including information on the Quantita ...