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...
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,当前市场估值按照他们的统计结果去比较,...
The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Read more 1 day ago 3 days ago Economic Update This weekly update provides a snapshot of changes in the economy and markets and their...
Jacob Sonenshine
Morgan Insights App? Insights App allows you to create custom versions of our industry-leading Guide to the Markets You’ll find audio commentary and talking points for each Guide slide along with videos, podcasts, market bulletins, commentary and portfolio analytics – all of which you can ...
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