导读:JP Morgan资产管理的Guide to Markets系列报告,是我们必读,并且一定会翻译的文章。在这一份图文并茂的报告中,清楚刻画了全球大类资产和美国股票市场在一个什么样的位置,以及当下市场的主要矛盾。以下是我们对于3季度JP Morgan Guide To Markets的全文翻译,希望给大家带来帮助。 文章来源 | JPM Guide To The Ma...
Jacob Sonenshine
JP摩根1月发布的报告 1月18日JP摩根发布的名为'Guide to the Markets' 目录 这两年市场比较关注的美国的通胀,目前还是反复的迹象。不过从24年开始应该会比较关注就业市场情况来判断经济下行的预期。 劳动市场的情况 JP摩根预期的降息情况 收益率曲线 国际市场的权益的估值,右图最右边的柱子中国市场,当前市场估值按照...
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Guide to the Markets Comprehensive insights on all the latest global economic and market developments. Explore now Guide to the Alternatives Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more. ...
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