金发姑娘 Goldilocks 经济因贸易政策不确定性进一步下降而延续GOAL Kickstart_ Goldilocks extends with further declines in trade policy uncertainty
2025-07-29 02:31
28 July 2025 | 7:29PM BST GOAL Kickstart Goldilocks extends with further declines in trade policy uncertainty Last week, the Euro area composite flash PMI rose above expectations to 51.0. US durable goods orders declined by slightly less than consensus expectations. Markets continue to trade in a 'Goldilocks' regime, with our PC1 "Global growth" factor reaching the highest level since January (Exhibit 1) and the S&P 500 making new all-time highs. Historically, positive growth pricing regimes have tended to ...