周研纪要关注公众号：水木纪要 BC Research I Global Investment Strategy May 24, 2024 Strategy Report The Narrow Path To A Soft Landing Listen to a short summary of this report In this Issue Everything Which is Not Forbidden is Allowed 03 1. Soft Landing for the US Labor Market 06 2. Soft Landing for Cyclically- SensitiveT Spending 报数据加 3.Soft Landing for the Financial System 15 4.Soft Landing for Inflation 16 5.Soft Landing for the Rest of the World 20 Investment Conclusions Executive Summary . There is a path to a soft la ...