2024年中全球投资展望-16页

2024MKTGM0724A/S-3722444-1/16MKTGM0724A/S-3738014-1/1622024(AI)PhilippHildebrand—23-4345-7567JeanBoivin—VivekPaul—8-148-9101112131415——612——WeiLi—ChristopherKaminker—MKTGM0724A/S-3722444-2/16MKTGM0724A/S-3738014-2/16360%100%89(TransitionScenario)3.5图表结论：要让通胀一路回落到目标水平（绿色虚线），那么美联储设定的利率将会重创经济。20246Crafts(2021)Crafts(2021)0102030Steam(UK)1760s-1840sElectricity1880s-1940sInformationandcommunicationtech1970s-2010sAI&low-carbontransition2024-2030sCapitalspendingTotalfactorproductivity?资本支出总要素生产力20242030197020101880194017601840MKTGM0724A/S-3722444-3/16MKTGM0724A/S-3738014-3/1646122024712MKTGM0724A/S-3722444-4/16MKTGM0724A/S-3738014-4/16512020图表结论：要让通胀一路回落到目标水平（绿色虚线），那么美联储设定的利率将会重创经济。20247100100••AlphabetMeta0123051015202530MKTGM0724A/S-3722444-5/16MKTGM0724A/S-3738014-5/16626128-9图表结论：要让通胀一路回落到目标水平（绿色虚线），那么美联储设定的利率将会重创经济。2005-2024••LSEGDatastream20247MSCIMSCI01232005201020152020MicrosoftAppleUKGermanyMKTGM0724A/S-3722444-6/16MKTGM0724A/S-3738014-6/1673图表结论：要让通胀一路回落到目标水平（绿色虚线），那么美联储设定的利率将会重创经济。••HelenJewell–202474.44.54.64.74.84.955.15.24.44.54.64.74.84.955.15.2201520202025203020352040MKTGM0724A/S-3738014-7/168500BGIFSemianalyt...