国际投行报告-全球投资策略-全球数据观察：撼动大麦的风-2022.6.24-83页

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国际投行报告-全球投资策略-全球数据观察：撼动大麦的风-2022.6.24-83页

# 投行报告 # 投资 # 数据观察大小：7.61M | 页数：83 | 上架时间：2022-07-01 | 语言：英文

国际投行报告-全球投资策略-全球数据观察：撼动大麦的风-2022.6.24-83页.pdf

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国际投行报告-全球投资策略-全球数据观察：撼动大麦的风-2022.6.24-83页.pdf

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类型: 策略

上传者: YXM-187

撰写机构: J.P.Morgan

出版日期: 2022-06-24

摘要：

The wind that shakes the barley While flagging downside risk to our 2H22 global growth outlook for some time, thus far we have made only modest revisions to our forecast for a return to above-trend global growth. Much of this anticipated acceleration comes from a sharp reopening rebound in China that has already begun. But our forecast elsewhere—to a solidly above-potential 2.2%ar in 2H22—is under greater threat. Indeed, recent developments have shifted the focus of the debate in the US and Western Europe to the risk of recession. As has been the case preceding prior downturns, both regions have been hit by large adverse supply shocks that have pushed 1H22 CPI gains above 8%ar.

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