BCA 当资本支出繁荣转为萧条：历史教训
2025-11-19 01:50
November 13, 2025 Special Report Global Investment 01 Strategy MacroQuant Model Update: May 31, 2024 Title Global Investment Strategy In this Issue Editorial Board Peter Berezin Chief Global Strategist Melanie Kermadjian Managing Analyst Miroslav Aradski Associate Vice President Chanhyuck Lee Senior Analyst Allen Li, CFA Research Analyst Ayaan Sohhel Research Associate Mathieu Savary Chief European Strategist When Capex Booms Turn Into Busts: Lessons From History Executive Summary Top Takeaway: We examine p ...