高盛股票策略-市场转向，供应链扰动、医药供应链安全与 AI 及本周重点研究展望-GS Equity Radar_ Shifting macro, supply chain disruption, security of supply and AI in Pharma plus key research and Week Ahead
Goldman Sachs·2026-03-30 05:15
27 March 2026 | 4:19PM GMT Equity Research GS EQUITY RADAR Shifting macro, supply chain disruption, security of supply and AI in Pharma plus key research and Week Ahead Moving macro pieces. Our macro colleagues have adjusted forecasts for a 6-week conflict (to 10 April) which takes up our oil forecast and brings down growth in Europe and the US (former more sensitive), while pushing up inflation. In Europe, Jari Stehn is now assuming two rate hikes for the ECB but interestingly, no hike from the BOE given f ...