高盛：央行分歧，近期股市、铜和黄金的上行空间更大
中国银行·2024-05-25 09:19
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Goldman Economics Sachs Research 23 May 2024 I 4:59PM EDT What's Top of Mind in Macro Research: Central bank divergence, more upside for China equities, copper, and gold after recent rallies This week: Central bank divergence: room to run? Jenny Grimberg jenny.grimberg@gs.com Goldman Sachs & Co. LLC shuinu9 China equities: more upside ahead despite an already sharp rally Commodities' recent rally, US consumer health, US and European fiscal outlooks Transcript 研纪要和研报数据加V： Allison ...