For many months, the Fulcrum global nowcasts have painted an extremely consistent picture of strong – and recently rising – cyclical growth, permeating all corners of the world. This regime of strong global expansion in real output has been the dominant driver of asset returns for the past two years.
數月以來,支點資產管理公司(Fulcrum)的全球「即時預測」(nowcast)描繪出一幅極其一致的景象——世界各地均顯示出強勁、近來還不斷上升的週期性成長趨勢。
您已閱讀5%(382字),剩餘95%(7239字)包含更多重要資訊,訂閱以繼續探索完整內容,並享受更多專屬服務。