“2024Q4, US总市值为62.2万亿,GNP29.8万亿,GDP29.72万亿。” “1929大萧条顶峰的巴菲特指数只有被1998-2000年的1.4x - 1.5x所超越。” 你只需要小学数学就能算出来当下是年初已经超越2.0x。 “啊呀我的401k,我的期权,我的股票跌太多了,肯定要弹了。” 先不说multiple compression,gdp/gnp暴跌的话难道你市值...
CurrentUS Real GDP Growth Rate:2.53% US Real GDP Growth Rate for Dec 2024 Mean:3.20% Median:3.06% Min:-12.90%(Dec 1932) Max:18.89%(Dec 1942) US Real GDP Growth Rate Per Year. Annual percentage change inUS Real GDP,chained2012 dollars (inflation-adjusted). ...
“You’re already seeing a very close Russia-China relationship emerging, even in the last few years,” says the ORF’s Rajagopalan. “So the current Indian approach is, we don’t want Russia to go completely into the Chinese fold. Because for India, China has become the No. 1 national...
This week’s chart pack delves into the ongoing impact of US-China trade tensions, from shifts in tungsten supply chains to China’s dominance in EV sales. Other highlights include the euro area’s uneven recovery and the changing volatility of S&P 500 s
After the release of Q1 data, we have already upgraded China’s 2024 GDP growth forecast from 4.6% to 4.9%. UBS thinks the biggest downside risk to growth will likely be from the ongoing property downturn, which can have persistent negative impact not only on construction, but also on local...
05. 药网(YI.US) 2024年第四季度业绩电话会：中国经济不确定性导致消费者行为谨慎，非必需品支出减少，2024年零售销售增长放缓，人均医疗保健支出同比仅增3.6%，较前一年下降12.4个百分点，低于同期5%的GDP增长率。下游药店受医疗改革压力，包括个人账户调整、门诊统筹推行及监管加强，2024年零售药店总销售额下降2....
UBS Raises China GDP Growth Forecast, Sees Earnings from China Stock Market Soaring, RMB Appreciating Global Aluminium Inventory to Plunge Further amid Supply Headwinds, LME Aluminium Prices to React Fast Takeaways of Warren Buffett and Berkshire Hathaway...
Macro Pulse – US GDP (Q4 2024 – third estimate) Lydia Boussour EY-Parthenon Senior Economist, Strategy and Transactions, Ernst & Young LLP 4 minute read 27 Mar 2025 Related topics Strategy by EY-Parthenon Facebook Twitter LinkedIn How EY-Parthenon can help Strategy Consulting Services ...
US: Revisions strengthen conviction in our 2025 GDP forecastdoi:10.1111/1468-0319.12785Ryan SweetEconomic Outlook
BNP:美国2024年第四季度GDP预览:强劲增长将延续至2025年上半年 关键信息 我们估计2024年第四季度的实际GDP增长率为3.0%(季调年率),重申了我们在12月初公布的远高于共识的估计。 由于包括更强的劳动收入背景在内的顺风因素,我们还将2025年上半年的前景上调。我们仍然预计2025年下半年将减速至低于2%的水平,因为关税...