高盛-感受热度-高油价对跨资产的含义.pdf

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2023-10-08 发布于北京
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高盛-感受热度-高油价对跨资产的含义.pdf

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入分享群：qxcaijing2023 18 September 2023 | 6:25PM BST GOAL Kickstart Feeling the heat—cross-asset implications from higher oil prices Last week the ECB hiked 25bp and downgraded their upward pressure on bond yields — global growth optimism Christian Mueller-Glissmann, CFA near-term growth projections despite inﬂation forecasts still is already elevated and unlikely to pick up further (Exhibit +44(20)7774-1714 | christian.mueller- glissmann@ showing inﬂation slightly above 2% in 2025. In China, 5). Goldman Sachs International activity appears to have bottomed in August, with credit Marcus von Scheele Over the summer, energy-related assets broadly lagged +44(20)7774-7676 | growth, IP and retail sales showing sequential acceleration marcus.vonscheele@ their beta to oil (Exhibit 6). US and EU energy equity and Goldman Sachs International and CPI no longer in deﬂationary territory. credit spreads underperformed most during the