全球股市重回历史高位-Global equities back to all-time high

GLOBAL WEEKLY KICKSTART Global equities back to all-time high Global equities were up slightly last week. Emerging Markets rose by 1.4% (Exhibit 1). Cyclicals outperformed with Technology up 1.7% (Exhibit 3) while Defensive lagged with Utilities down 3%. Commodities continued their positive run, led by Copper (+3.6%) (Exhibit 4). Macro data this week. US: the JOLTS job openings report, employment cost index, December FOMC meeting, ISM manufacturing and services indexes, core PCE inflation and the University ...