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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
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