士丹利：通胀下降对股市意味着什么？
摩根史丹利·2024-07-17 02:19
7 更多资料加入知识星球:水木调研纪委 关注公众号;水木纪委 Morgan Stanley | RESEARCH Source: Bloomberg, Compustat, N Exhibit 12: Restaurants, Travel and Lodging Stocks Have Fallen Exhibit 13: ...Looks More Pronounced in Relative Terms As noted above, equity market internals transitioned their focus to growth starting in May. In line with this development, small caps underperformed large caps even as rates came down (see Markets Remain Data and Price Dependent). Perhaps equally of note, growth started to outperform value within small c ...